

AI Practice Session: Building a First-Time Donor Stewardship Plan That Actually Retains
Most nonprofits know donor retention matters. Far fewer have a system built to actually improve it.
In this hands-on AI Practice Session, Jennifer Zang, Director of Development at Flying Horse Farms, walks us through how her team used WIZE to build a structured, 30-60-90-day stewardship plan, starting with a conversation and ending with real, personalized donor communications written in their voice.
Jenny's team is heading into a capital campaign with a first-time donor retention rate of 41%. They're not waiting to fix that, they're using AI to close the gap now.
In this session, you'll see:
How the Flying Horse Farms team went from raw notes and team conversations to a complete stewardship workflow
How WIZE was used to write donor communications that reflect the organization's core values — without losing the human voice
How to be strategic about what you ask AI to read — and why that matters for quality
Real documents. Real drafts. Real results.
Whether you're new to AI or already using it daily, this is a behind-the-scenes look at what thoughtful, mission-driven AI adoption actually looks like in a development office.
All attendees receive a free WIZE trial account to use during the session. If you’d like to explore WIZE ahead of time and follow along more easily, you can create your free account here.