AI Practice Session: From Grant Prospecting to Final Report [CFRE-approved]

​In this AI for Fundraisers practice session, we'll walk through the full grants lifecycle, from identifying the right funders to submitting a final report, and show you how AI can support every stage of the process.

​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.

​Most grant professionals are strong in one or two parts of the grants process. But when you're responsible for the whole cycle, prospecting, writing, tracking, and reporting, the workload compounds fast.

​In this hands-on session, Marie Mikols will show you how to use WIZE to move through the grants cycle more efficiently, without losing the strategy, voice, or funder relationship that makes grants work.

​In this workshop, you'll see how to:

• ​Research and prioritize funders using AI-assisted prospecting, so you spend time on the right opportunities

• ​Analyze funder guidelines, past giving, and priorities to assess true fit before you write a word

• ​Draft key grant components (need statements, program descriptions, outcomes) faster and more confidently

• ​Build a reusable language library your team can draw from across every application

• ​Track grant stages, deadlines, and internal workflows without losing anything in a spreadsheet

• ​Turn grant activity into a clean, accurate final report, with less back-and-forth

​This isn't a passive overview. You'll see real workflows built inside WIZE, applied to real grant scenarios from start to finish.

​​​​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 the session. If you’d like to explore WIZE ahead of time and follow along more easily, you can create your free account here.

​By the end of the session, you'll leave with a clearer picture of how AI fits into every phase of your grants work — and practical workflows you can start using immediately.

​​​​​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.