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How to Save Your Nonprofit’s Time with AI & Automation

Your nonprofit works hard to maintain an inclusive, productive, and passionate team. However, even large organizations can need a few extra hands or wish for more hours in the day to complete their work. 

Technology fills in these gaps, and the most recent advancement sweeping through the nonprofit sector is AI. Nonprofit software, from fundraising platforms to management tools like Salesforce, has implemented AI-powered features to improve nonprofit teams’ efficiency, speed up workflows, and create better outcomes for employees, donors, and beneficiaries. 

To help you decide if AI can improve your workplace, we’ll explore three benefits of AI and automation. 

Streamline administrative tasks.

Nonprofits have tight budgets, and tools that help your team get more done in less time should always be welcome. In particular, AI can handle repetitive administrative tasks, like creating schedules, entering data, and sending automated messages, allowing your team to focus on the important work they’re passionate about and requires a human touch. 

Train your team to incorporate these AI tools into their daily workflows, ensuring they know what the AI is doing and can easily correct any mistakes that arise. 

Speed up decision-making.

Making decisions about when and how to contact donors is an essential yet challenging part of running a nonprofit. Your team needs to uncover data trends and use those insights to decide how to advance each donor relationship. 

AI predictive analytics tools can ease this process for your team, boosting their efficiency and ensuring no donor goes overlooked. These features allow you to:

  • Identify major giving prospects. AI tools can speed up the prospect research process, allowing you to assess each donor’s giving potential quickly. This way, your major gift officers can focus their time and efforts on the most promising prospects. 
  • Assess giving receptiveness. Software like Nonprofit Cloud provides AI tools to analyze each donor’s giving history and provide targeted suggestions for upgrading them, such as uncovering which supporters are receptive to becoming recurring donors. 
  • Calculate target gift amounts. Even when you identify donors likely to upgrade, it can be challenging to know how much is appropriate to ask for. AI can simplify these calculations and provide personalized upgrades for each supporter. 

AI has innovated the way nonprofits launch fundraisers and engage with donors. Use these tools to reduce the stress of donor relations while helping you achieve your fundraising goals. 

Improve supporter communication. 

Cultivating supporter relationships is one of your team’s most important responsibilities, and AI can improve your ability to stay connected, provide relevant content, and engage in direct marketing and fundraising.

Specifically, AI can streamline and elevate your communication practices thanks to:

  • Automation. When supporters take specific actions, your automation tools can trigger and send specific messages. For instance, you might automatically send a thank-you message whenever a supporter donates. 
  • Chatbots. Chatbots have a mixed reputation, but modern advances in AI have dramatically improved their ability to answer complex questions. For example, Fíonta discusses how Salesforce’s Agentforce tool can interface with donors to help them complete specific tasks and answer questions like “How is my donation being used?”
  • Content creation. While AI should not replace your content team, it can make their jobs easier. AI can outline content, generate topic ideas, create templates, and perform research, making everything from email appeals to blog posts faster to create. Just be sure to fact-check any statements from AI yourself to avoid spreading AI hallucinations as reality. 

AI can be used in a range of other contexts to improve communication. For instance, you might use it to help draft grant proposals, communicate with job candidates, and prepare sponsor pitches. 


The nonprofit sector has seen dramatic changes in the last few years. Thanks to technological advances, you can better connect with your supporters and create an efficient work environment where employees are happy to work long-term. 

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Your nonprofit’s board can help shape a confident, thriving future for your organization—as long as you know how to make the most of their connections and expertise. Even if your board members are experienced and passionate about your mission, common challenges such as insufficient training or poor communication may undermine their success.

By assessing your board’s composition and performance, you can identify ways to improve your engagement strategy, inspire continuous innovation, and provide members with the resources they need to excel in their roles. Follow these three tips to start maximizing your board’s potential.

1. Recruit diverse board members committed to learning.

Every day, nonprofits tackle complex, deeply-rooted issues. To navigate this complexity and generate the impact you set out to create, you must have a strong foundation for governance and decision-making. The more diverse and inclusive your board is, the more viewpoints and experiences you can rely on to create innovative strategies to power your mission.

To find diverse board candidates for your nonprofit, start by:

  • Assessing current board composition. Look at your current board and identify any gaps in expertise or perspectives that are limiting your nonprofit’s growth and strategic decision-making. Consider how new members of varying ages, socioeconomic backgrounds, and lived experiences could strengthen your board’s ability to oversee your mission.
  • Remove unnecessary barriers. Whether you’re hiring employees or recruiting new board members, eliminate complicated requirements or unnecessary qualifications to appeal to a more diverse range of candidates. For example, rather than only considering individuals with prior board experience or advanced degrees, focus on practical knowledge and passion for your cause instead.

No matter how experienced your board members are, they must be open to new ideas and continuous learning. TopClass recommends providing your board with actionable online courses that update them on the latest governance and fundraising best practices. When your board members are committed to learning, they will be much better equipped to adapt to sector changes and anticipate any challenges your organization might face.

2. Involve board members in your fundraising strategy.

Many nonprofits believe that a board’s primary responsibilities are governance and oversight. By limiting board members to those areas, however, you could be missing out on transformative opportunities to raise more funds and build stronger relationships with donors.

After all, board members are valuable sources of expertise and connections. They can use their knowledge and networks to:

  • Pitch new fundraising ideas that resonate with your community.
  • Facilitate introductions with major donor prospects.
  • Host casual events to steward donors.
  • Raise money through peer-to-peer fundraising.
  • Evaluate fundraising tools, from text-to-give software to crowdfunding platforms.

Not all of your board members will have previous fundraising experience. To boost their confidence and minimize discomfort, provide workshops on fundraising fundamentals and donor communication templates.

3. Tap into your board’s connections to build partnerships.

Fulfilling your nonprofit’s mission is a community effort. You can expand your resources and amplify your impact by building partnerships with businesses, universities, and other nonprofit organizations. Fortunately, you can find the seeds of many of these fruitful relationships in your board’s networks.

For example, when asking companies to sponsor your nonprofit’s event, Fundly recommends enlisting someone who knows the business contact personally. Doing so adds credibility to your proposal and increases your chances of finding a sponsor who’s aligned with your mission and values.

If you need volunteers, encourage board members to contact their university and professional connections. Whether you’re looking for skilled volunteers for a web design project or some helping hands to set up your next event, board members can use their existing networks to expand your reach.


If you’re not sure how to begin implementing these tips, you can always reach out to a nonprofit-specific consulting firm with in-depth experience in board management. They will look at your current board and help you develop actionable strategies for boosting its potential to support your mission and power your long-term success.

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