

Put WIZE to Work: Set Up Your AI Fundraising Assistant
Fundraising moves fast. The admin doesn't stop.
Donor follow-ups pile up. Prospect research sits on your list. That meeting prep you keep pushing to tomorrow.
In this hands-on session, you'll set up an AI assistant to handle that layer - and it keeps running after you close your laptop.
Choose the task that fits your biggest time drain:
Inbox triage - morning summary of what needs a response
Prospect tracking - weekly flag for donors going quiet or lapsing
Meeting prep - one-page brief ready before every donor call
Grant scout - weekly search for open opportunities matched to your mission
We will set one up live from scratch, and then you build one for yourself - real work, real priorities.
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.