University advancement
Tap Getting around for a quick look at the layout.
Starting a new week clears this conversation and opens a fresh Monday morning review. Your donor records stay as they are.
Your portfolio is listed at the left, your conversation with me runs down the middle, and a donor's full record opens at the right when you select a name.
Ask me a question in the message box, or tap one of the suggested prompts to begin. I read the records and draft alongside you, and every decision about what reaches a donor stays yours.
Open any donor to read the full record. You can edit a field or add a note, and I'll work from your changes for the rest of the session.
Start a new week whenever you like. The conversation clears and a fresh Monday morning review opens; your records stay as they are.
To learn more, see How it works in the top bar, or read the Human-Centered AI Framework at charitychannel.com/framework.
These are some of the things you can ask me. Tap one and I'll get started, or write your own question below.
I'll rank the relationships that need you soonest, and tell you why.
Looking across my whole portfolio, who needs my attention first, and what makes each one pressing right now?
I'll look for recent movement across your records.
What has changed across my portfolio lately that I should know about before I plan my week?
I'll run this week's review again, taking in any records you've changed.
Refresh my Monday morning review across my whole portfolio, taking into account any records I've edited or notes I've added.
I'll check your whole list against the Rule of Seven and flag who is overdue for a real touch.
Check my whole portfolio against the Rule of Seven, and show me who is overdue for a substantive touch and who is already fully current.
I'll list the touches due now and suggest an approach for each.
Walk me through the touches due this week, donor by donor, with a suggested approach for each.
I'll find the donors going quiet or starting to lapse, and suggest a way back for each.
Which donors are going quiet or starting to lapse, and how would you suggest I reconnect with each one?
I'll look for donors ready to move a stage forward, with the evidence for each.
Which donors look ready to advance a stage in the pipeline? For each one, show me the evidence in the record and a sensible next step.
I'll check who is truly ready to be asked, and keep anyone who is not on a separate list.
Who in my portfolio is truly ready for a solicitation? Gate it on the Rule of Seven, and keep anyone whose stewardship is not yet met on a separate list.
I'll read every donor for linkage, ability, and interest, and rank your best candidates to qualify.
Read my whole donor base and identify my strongest prospects to qualify, weighing linkage, ability, and interest. Rank the best candidates, and flag anyone the giving totals alone would hide.
I'll look for hidden capacity, like a strong prospect behind a modest gift.
Give me a bias-aware read of my portfolio: who am I likely overlooking, and where might I be over-reading a wealth signal that is not really there?
I'll explain the framework I follow and how its pieces fit together.
What is the Human-Centered AI Framework? Explain what it is and how you follow it when we work together.
I'll walk you through what the book teaches and how Project Aardvark puts it into practice.
What does Holding Fire teach? Walk me through what the book covers and how Project Aardvark grew out of it.
I'll sum up Steven Meyers's book and the craft it adds to my coaching.
What does the book Personalized Philanthropy teach? Sum up Steven Meyers's approach and how you draw on it when we talk through gift designs.
I'll explain what the review covers and how to work from it.
Explain what the Monday morning review covers and how I should use it to shape my week.
I'll explain the stewardship cadence the book teaches, and how to keep it.
Explain the Rule of Seven and how it should guide the way I steward my donors.
I'll walk you through the stages a donor moves through, and what each one means.
Walk me through the stages of the pipeline and what each one means. How do I tell when a donor is ready to move from one to the next?
I'll explain the ethical guardrails I hold to, like the honored-or-handled test and a bias-aware review.
How do you keep this work ethical? Explain the guardrails you hold to, like the ethical hierarchy and the honored-or-handled test.
I'll explain the three killer apps and the donor situations they fit.
What are personalized philanthropy's three killer apps? Explain what each one does and the donor situations each fits, and leave the exact figures to my advisors.
I'll explain how a gift navigator works across the traditional giving silos rather than inside one.
Explain how personalized philanthropy dissolves the silos between annual, major, and planned giving, and how I can work as one gift navigator across all of them.
I'll read your whole portfolio's giving in more than one dimension and show what a single year's total hides.
Run a portfolio counting report across my whole donor base the way personalized philanthropy teaches, and explain what it shows that a single year's total would not.
I'll show how a donor's age and life stage shape which gift conversation fits.
Explain age-and-stage matching, and look across my portfolio for donors whose age and stage suggest a different kind of gift conversation.
I'll flag donors whose situation might suit a more personal gift, and point you to the reading. The specifics stay with your gift-planning advisors.
Are there donors whose situation and intent might suit a more personal or designed gift? Say what makes each one a candidate, and point me to the reading rather than working out any figures.