From Insight to Impact—Modernizing Fundraising with AI and Strategic Change
Date: Thursday, October 30
Time: 2:00-4:00 p.m. ET
Location: ONLINE
Registration is now closed.
In times of change, leaders step forward.
The nonprofit sector stands at a pivotal moment—where strategy, innovation, and purpose must align to drive meaningful impact. Artificial intelligence is no longer a future concept. It’s here, reshaping how we connect with donors, drive performance, and lead transformational change.
The AI Advancement Summit is an exclusive virtual event hosted by Marts&Lundy and DonorSearch, created for development leaders who are ready to embrace bold thinking and strategic action.
What to Expect
This is not your typical virtual event. It’s a high-level, highly interactive experience designed to:
- Identify fundraising strategies powered by AI and guided by change leadership
- Uncover themes and insights around the challenges and opportunities in AI for advancement
- Engage with peers and experts in candid, action-oriented conversations
Who Should Attend?
This is built for senior advancement executives, program innovators, and change agents who are:
- Exploring or experimenting with AI
- Focused on strategic change, not technical deep-dives
- Ready to move from ideas to action
Virtual Summit Agenda
Welcome & Opening Remarks
Transforming Strategy with AI: A Case Study from Northern Illinois University Foundation
Explore how the Northern Illinois University Foundation transformed its approach to campaign planning and donor engagement by pairing artificial intelligence with disciplined change management. In this collaborative case study, institutional leaders will share how they partnered with Marts&Lundy and DonorSearch to navigate complex decisions, align teams around innovation, and translate data-driven insights into strategic action. You’ll get an insider’s view of the planning process, key turning points, and lessons learned that you apply to your own advancement strategy.
Lessons Learned: Real-World Applications of AI and Change Management
Join advancement leaders in higher education and healthcare who have taken AI adoption from concept to reality. This panel unpacks the wins, missteps, and unexpected challenges of integrating artificial intelligence and change management into their fundraising operations. This panel discussion will explore both the promise and practical hurdles of AI adoption—from organizational readiness to ethical considerations and implementation realities. Panelists will discuss how they’ve aligned innovation with institutional culture, built trust across teams, and adapted existing processes to embrace AI’s potential. Audience Q&A will dive into the big questions—and leave you with practical insights for shaping the future of data-driven philanthropy in your own organization.
Adapting to Change: Peer Discussion about AI Integration in Advancement Strategies
Learn from small breakout group discussions, where you will engage in candid conversations with peers about the challenges and opportunities of integrating AI and change management in advancement at your organization. These group discussions are designed to surface fresh strategies and shared challenges, closing with a collective debrief with highlights, themes, and actionable takeaways. You’ll leave with fresh perspectives as you think through your own AI journey—and connections to collaborate with along the way.
Featured Speakers
Sarah Clough
Chief Strategy Officer and VP, Philanthropy Insights & Analytics Marts&Lundy
Scott Rosenkrans
Vice President of AI Innovation
DonorSearch
Michael Daigler
President and CEO
Northern Illinois University Foundation
Ray Earl-Jackson
Vice President for Philanthropy and Alumni Engagement
Northern Illinois University Foundation
Courtney Rottman
VP, Operations
Boston Children’s Hospital Trust
Marianne Siess
Chief Information Officer
Wisconsin Foundation and Alumni Association
Brenna Mangano Hynes
Managing Director, Foundation Services
Rochester Regional Health