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Smarter, Faster, Kinder: Ethical AI Tools Every Gift Planner Should Be Using Now with Cherian Koshy

February 12 at 2 p.m. ET

AI is reshaping fundraising, but in gift planning, the real opportunity isn’t about automation; it’s about amplification. AI can help us better prepare, understand donors more deeply, explain complex gifts more clearly and remove the friction that gets in the way of generosity. But only if we use it wisely.

In this immediately practical, ethics-first session, I’ll show you exactly how AI can support the human side of charitable gift planning. No abstractions. No hype. Just real examples and usable workflows drawn from the work gift planners do every day.

Together, we’ll walk through how to:

  • Surface donor motivations, identity signals, and readiness cues, quickly and ethically

  • Translate CRTs, CGAs, bequests, and blended-gift strategies into clear, donor-friendly language

  • Draft outreach, meeting prep, proposals, and stewardship messages in minutes

  • Turn messy notes into polished follow-ups that deepen trust

  • Build simple, transparent guardrails so AI strengthens relationships instead of risking them

This session is designed to help you show up smarter in donor conversations, faster in your internal workflow, and kinder in how you communicate gratitude and guidance. If you’ve been curious about integrating AI into gift planning but unsure where to start, you’ll leave with the confidence, tools, and prompts to begin the same day and to do it in a way that honors your donors, your mission, and the sacred nature of legacy giving.

About Cherian Koshy:
Cherian Koshy is a leader in the social impact sector, transforming nonprofit operations and strategic development for over 25 years. Holding the Certified Fund Raising Executive (CFRE), Chartered Advisor in Philanthropy (CAP®) and a Series 65 license, Cherian brings unparalleled expertise to financial strategies and philanthropy. Serving on the global board of the Association of Fundraising Professionals, he contributes to new standards in philanthropy worldwide. Cherian's innovative creation, NonprofitOS, an AI-powered platform, revolutionized nonprofit efficiency, leading to a notable acquisition by a market leader.

As Vice President of Product Strategy at Kindsight, Cherian merges advanced technology with impactful strategy to develop solutions. He has received accolades including the 2022 Governor's Volunteer Award and a LinkedIn Top Voice recognition. Cherian's insights have been featured in Yahoo Finance and Forbes, where he is also a member of the Forbes Nonprofit Council.

$59.00
Purchase Type: 
Individual
Date of Event: 
Thursday, February 12, 2026 - 14:00
Event Type: 
Webinar