The Practice Portfolio is where fundraisers learn to give it with AI at your side, practicing on realistic donor records with a coach built to keep the relationship between fundraiser and donor strong. No real donor data is ever involved.
Your first Monday morning starts here
The Practice Portfolio is free, with no account to create. In either world, the coach reviews the whole donor base and starts the week from what it finds.
Community food bank
Feeding Springfield is the setting of Holding Fire: a community food bank stretched thin and leaning on individual donors to keep its shelves full. Meet a caseload of small and mid-level supporters and practice the steady, personal attention that keeps them giving.
Start the Monday morning reviewUniversity advancement
At Aardvark University, an advancement office works a portfolio of alumni and major-gift prospects. Navigate longer relationships and larger asks, and practice the craft of personalized philanthropy: designing gifts around what a donor most wants to accomplish.
Start the Monday morning reviewThe Practice Portfolio is the hands-on companion to Holding Fire and draws its gift-design craft from Personalized Philanthropy, both published by CharityChannel Press. Together they are the method the coach follows.
Holding Fire offers a working method for putting AI to work in service of the donor relationship, with judgment and humanity amplified rather than replaced. The coach’s published operating rules are drawn from its pages.
Buy the book directAlso available from Amazon and other booksellers.
Meyers breaks out of the fundraising silos and designs gifts that mesh what donors want to accomplish with what organizations most need. The coach carries his craft into both worlds.
Learn moreStep into a realistic nonprofit with its own staff and its own donor base. Everything is invented, so nothing is at stake.
The coach opens the week the way the book does. It reviews the whole donor base and answers a single question: what in the portfolio needs attention this week?
Follow what the review found, meeting the person behind each record with none of the real-world risk. The coach drafts alongside you and invites you to think critically rather than simply hand you answers, and the record updates as the week’s work gets done.
The Practice Portfolio serves working fundraisers who meet AI with curiosity and skepticism at once. They want its help with the workload and insist that the relationship with each donor stays theirs, with human judgment in the driver’s seat. Gift officers and annual-giving staff will find their own caseloads reflected here, and so will the advancement teams that divide the work across portfolios. It also serves anyone who oversees an organization’s donor records and wants to see the Human-Centered AI Framework at work before AI ever touches a real record. For the organizations behind them all, the Portfolio is something simpler: a private place to rehearse before bringing AI to a real donor.
No prior AI experience is required.
The Human-Centered AI Framework exists to keep the relationship between fundraiser and donor strong while AI carries more of the workload, and the coach follows it as a published standard rather than improvising. You practice with the same guardrails the framework brings to real donor work. Most of the tools fundraisers use on the job do not come with those guardrails built in, and practicing here is how you learn to carry them with you.
The coach operates by the framework’s published Operating Specification, the rulebook drawn from Holding Fire. Its rules set how a draft gets made and where the coach must stop, including the Rule of Seven and the honored-or-handled test.
In the university world especially, the coach works in the spirit of Personalized Philanthropy, Steven L. Meyers’s craft of designing gifts around a donor’s own intentions rather than the next routine ask.
Whenever a real decision is on the table, the coach hands it to you. It drafts and flags what it finds, and you decide what reaches a donor. The relationship stays human.