Product ShowCASE: AI Fundraising Solutions-Slides

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Pdf Summary
The Council for Advancement and Support of Education (CASE) has been actively exploring the application of Generative AI in the advancement sector. As of May 2025, key insights indicate that while there's an increasing interest in AI adoption, most institutions are still in the early stages, largely using AI at a small team or individual level. The use of generative AI is primarily driven by the need for efficiency, with marketing and communications often leading the charge.<br /><br />Workshops and trainings have been conducted to assist CASE members in understanding and implementing AI technologies. Research initiatives include focus groups involving global institutions, generating valuable insights into the leadership and strategic integration of AI.<br /><br />Key findings highlight that advanced AI usage usually involves third-party vendor tools. The importance of institutional support through training, policies, and establishing exploratory committees is emphasized as crucial for fostering AI advancements. Institutions are encouraged to invest now to keep pace with the transformative potential AI holds.<br /><br />Sample use cases of Generative AI in advancement include mass segmentation and customization of content, advanced analysis and coding, and prospect/donor research. Additionally, AI is utilized for marketing and social materials creation, and to support virtual engagement officers. <br /><br />The report also outlines the current states of resources available, with many institution-level strategies still in development. There is limited involvement from IT departments, and many leaders encourage exploratory efforts while waiting for clearer directions or solutions from vendors. <br /><br />The insights suggest that while education and advancement remain slower sectors in adopting AI compared to others, the potential for AI as a catalyst for transformational leadership is significant. Success in AI initiatives hinges not just on the technology itself, but on creating a culture of innovation and institutional flexibility to embrace these new tools.
Keywords
Generative AI
advancement sector
AI adoption
marketing
communications
training
strategic integration
vendor tools
institutional support
transformational leadership