Posts Tagged ‘Education’
Webinar: Prospect development—not all AIs are alike
Prospect development series: Not all AIs are alike Webinar summary There’s a need for reliable AI tools in the prospect development space, especially as AI models evolve rapidly. Purpose-built tools can simplify the role of researchers, allowing them to focus on strategic tasks instead of constantly retraining. AI has the potential to elevate roles within…
Read MoreWebinar: Prospect development—preparing for a world with AI
Prospect development series: Preparing for a world with AI Webinar summary This webinar explores the evolution of prospect research and the transition from traditional methods to modern technology. Initially, researchers relied on manual data entry. But advancements in technology, particularly search engines and AI, have transformed the efficiency and accessibility of information. Despite these changes,…
Read MoreWebinar: University of Michigan case study
How to build a due diligence process with the University of Michigan The University of Michigan is considered an industry leader in due diligence and risk management practices, but that wasn’t always the case. At first, the research team struggled to define risks and often gathered too much information, spending up to 40 hours on…
Read MoreWebinar: Dartmouth College case study
Dartmouth College: Case study in efficient prospect research and due diligence In this webinar, we’re joined by Michael Foote, AVP of Development Operations and Performance at Dartmouth College, to co-present a case study on how Dartmouth built an industry-leading prospect research and donor diligence practice using Xapien. Register to learn how AI turned Dartmouth’s fundraising…
Read MoreUniversity of Michigan
Customer success story 4 hours of due diligence in under 10 minutes. Subscribe to our guides “Xapien’s rapid insights enable us to review all our high-value prospects before we move to a gift agreement, without slowing down the process” Craig Leonard, University of Michigan Background In 2018, the University of Michigan noticed troubling behaviour from…
Read MoreKing’s College London
Customer success story How KCL strategically use Xapien to support multi-departmental needs Subscribe to our guides “Xapien is intuitive, and we really value its formatting. You can easily remove media that isn’t relevant or has been flagged by mistake.” King’s College London Background Xapien is continuously evolving and improving its product. As the tool develops,…
Read MoreHow the University of Michigan built a due diligence and risk assessment process
Several high-profile incidents at various institutions prompted the University of Michigan to reassess its risk management and philanthropic due diligence processes.
Read More6 steps for building a strong philanthropic due diligence program
Fundraising is an inherently risky enterprise because relationships are inherently risky. Major and principal gift fundraising are even more risky because it focuses on the cultivation of high-profile relationships.
Read MoreStrengthen major donor fundraising with this intelligence
There’s a changing tide in major donor fundraising — a new wave of high-net-worth individuals are replacing the traditional everyday donors.
Read MoreDon’t have a gift acceptance process? Xapien can help
No two organizations have the same criteria for accepting a philanthropic gift. Some follow a detailed process, applying varying levels of due diligence based on the donation’s value and different approval routes based on risk.
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