Quick Studies for Independent Schools-Focus on what matters and let AI, automation and other technology do the rest

Focus on what matters and let AI, automation and other technology do the rest

Video Transcription

Video Summary

In this video, Amy Smucker, the Assistant Head of School at Berwick Academy, and Simon Timonski, the founder and CEO of Chalkbooks, discuss the use of AI and technology to streamline the work in the Advancement Office at independent schools. They emphasize the importance of prioritization and effective work in small shops and under-resourced environments. They explore how AI can help in tasks such as writing emails, managing stewardship, and engaging trustees. Amy shares examples of how her school rethought annual reports and implemented personalized videos to thank donors, resulting in high engagement and positive feedback. Simon demonstrates how AI can be used to automate tasks and track trustee communications, making it easier for advancement teams to engage with trustees. They encourage listeners to embrace change and think about how technology can help them focus on relationship-building and philanthropy.

Keywords

technology

streamline

Advancement Office

engaging trustees

relationship-building