AI Practice Session: Major Gifts with WIZE [CFRE-approved]

​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.

​​​​Participation in this session is applicable for 1 point in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

​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

​​​​​Bonus: CFRE certification is within reach while you elevate your fundraising game! Don’t miss this opportunity to grow professionally and make a lasting impact.

​All attendees receive a free WIZE trial account to use during live, guided exercises. If you’d like to explore WIZE before the session and follow along more easily, you can create your free account here.

​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: Participation in this program may assist you in learning or reviewing concepts covered on the Certified Fund Raising Executive (CFRE) examination as detailed on the Test Content Outline provided by CFRE International. CFRE International does not sponsor or endorse any educational programs and this program was not developed in conjunction with CFRE International.