AI Practice Session: Major Gifts with WIZE
Join Ben Wirick from Philanthropy Systems to learn how his team uses WIZE to prepare better donor conversations, build deeper commitment, and raise more major gifts with nonprofit organizations nationwide.
In this AI for Fundraisers practice session, we’ll focus on one of the most relationship-driven — and time-intensive — areas of fundraising: major gifts.
This hands-on workshop will show you how to use WIZE to support major gift work without replacing the human side of relationships. You’ll see how AI can help you prepare more thoughtfully, personalize outreach at scale, and free up time for meaningful, trust-based conversations with donors.
In this workshop, you will:
Identify and prioritize major gift prospects using data-informed insights
Build clearer donor profiles that connect giving history, interests, and capacity
Prepare personalized outreach and stewardship plans grounded in donor motivation
Draft tailored emails, call prep notes, and follow-up strategies more efficiently
Create a repeatable major gifts workflow that supports consistency across portfolios
All attendees receive a free WIZE trial account to use during live, guided exercises.
By the end of the session, you’ll walk away with practical tools, donor-ready materials, and a clear system for managing major gift relationships — allowing you to spend less time preparing and more time building authentic, high-impact donor partnerships.
NOTE: This session WILL NOT be recorded, as we'll be working live to build each organization's campaign plan.