Client Webinar: AI Teammates, Human Oversight
Every platform now claims AI, and nonprofits carry the governance, security, and privacy weight of getting it wrong.
2:00 PM ET60 minutesOnline
About this session
Every platform now claims AI, and nonprofits carry the governance, security, and privacy weight of getting it wrong. This session is a buyer’s guide to judging what a platform’s AI actually does and how it is provided, the difference between an embedded teammate and a bolted-on consultant, and how to adopt AI responsibly with a human in the loop. It includes a short live look at agents doing real fundraising work.
What you'll cover
- Past the AI checkbox: the two questions that matter, what the AI does and how it is provided
- Embedded versus bolted-on: the teammate-versus-consultant distinction, and why architecture is a trust question
- What the difference looks like in the work: a lapsed-donor plan, a major-gift brief, a year-end appeal
- Governance and safety: human approval, scoped access, and activity logging
- Live demo: agents for prospect research, cultivation, and retention, with the approval step shown
- A five-question checklist for any vendor, takeaway, and audience Q&A
Speakers
Jim Funari
CEO
Christopher Ackerman
Solutions Engineer