AI Teammates, Human Oversight
Every platform now claims AI, and nonprofits carry the governance, security, and privacy weight of getting it wrong.
Recording availableRecorded 60 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
Seen enough to want it live?
See one real workflow with your questions answered in 30 minutes.