Scaling Personalisation with AI Personas

Don’t let budgets and capacity get in the way of a personalised donor journey.

AI shouldn’t sit between you and your donor – it should sit behind you, helping your teams coordinate, prepare, and personalise engagement so your donors experience more meaningful relationships, not more technology.

Fundraisers face a paradox. Donors expect meaningful, personalised relationships, but the internal coordination required to support those relationships is increasingly complex. Your teams need to balance donor-centred engagement with the operational realities of data management, stewardship workflows, prospect management, and limited staff capacity.

AI-powered personas can serve as part of the behind-the-scenes infrastructure that helps you scale relationship-building while preserving authenticity. These custom-designed “digital colleagues” can help your team organise information, prepare communications, align messaging, and support donor engagement strategies without exposing the operational mechanics that make those experiences possible.

In this interactive session, you’ll learn how to design fundraising-specific AI personas that reflect your organisation’s voice, uphold ethical standards, and support various donor journeys. Through guided exercises, prompt engineering techniques, and live demonstrations, this session will reveal how to develop practical AI frameworks that strengthen frontline fundraising efforts while ensuring donors continue to experience genuine, human-centred relationships.

Learning outcomes

  • Design AI personas that support distinct donor journeys, including first-time donors, loyal supporters, lapsed donors, and major gift prospects
  • Learn how to scale personalisation across channels while maintaining authenticity, ethical practices, and a donor experience that feels seamless and relationship-driven
  • Develop structured prompts that will enable AI personas to assist with research, planning, stewardship, and donor communications while maintaining consistency in your organisation’s tone of voice

Speakers

Josh Hirsch
Director of Business Intelligence, NIVA Health
Joy McKee
Assistant Dean, Advancement for the College and Graduate School of Arts & Sciences, Boston University