Beyond the Screen: Future-Ready Prospect Research for Major Gifts in the Age of AI

Prospect research is moving beyond static screens and looking backward at past giving. In the age of AI, research is becoming more dynamic, more connected, and more central to major gift strategy. As predictive and generative AI become part of everyday advancement work, prospect researchers are uniquely positioned to help shape major gift decisions—not just support them.

In this session, we’ll explore what “future-ready” prospect research looks like in practice. Using real nonprofit examples, we’ll show how AI-driven insights can be woven into everyday workflows like identification, qualification, and portfolio alignment. You’ll see how predictive models bring together giving behavior, engagement signals, and wealth indicators, and how generative tools help turn those insights into clear, usable guidance for major gift officers.

Designed for prospect researchers and advancement services professionals, this session is practical, approachable, and grounded in real work—not theory. Attendees will leave with a clearer understanding of how AI…