Modern Fundraising Starts Here: Tech Can Save You Time & Raise More

This fast episode plants more than a few seeds—it digs deep into the fertile soil of fundraising tech and AI, showing nonprofit leaders how to embrace new tools without fear or being overwhelmed.

Co-host Julia Patrick opens with her signature energy: “It’s always a good day when I get to work with my cohost Tony Beall,” . . .and what follows is an energizing discussion around modernizing fundraising practices. The duo tackles AI not as a villain, but as a brilliant assistant. As Tony puts it: “AI is a tool, not a takeover.”

From predictive analytics to donor segmentation, Tony outlines how AI empowers fundraisers to work smarter—not harder. He reminds us that AI “creates a tremendous opportunity for prospecting,” especially now that tools like ChatGPT are as common as Google searches.

Julia reflects on how her organization embraced AI early on. “It has revolutionized the way we do business,” she says, underscoring (not literally!) how prompts, personas, and platform features help tailor messaging to diverse donor groups.

Tony speaks to how “ChatGPT can help you refine messaging for different donor sets… it’s still your words, but it’s helping you shape the message.” He urges fundraisers to treat the tech as an editor—not a ghostwriter.

They also dig into CRM evolution, with Julia commenting, “What we get today is not what we’ll have tomorrow.” Tony shares how CRM vendors are racing to integrate AI and support their users.

The conversation rounds out with a focus on multi-generational training, acknowledging that not every team member shares the same comfort with digital tools. Tony adds that leaders must explain “why we’re doing this” so that staff can buy in, even if it feels uncomfortable at first.

This episode isn’t just about tech—it’s about change, mindset, and purpose.

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