Major Gift Officer
Write proposals and gift agreements
What You Do Today
Craft personalized major gift proposals that connect the donor's interests with specific organizational needs. Draft gift agreements that protect both donor intent and organizational flexibility.
AI That Applies
AI generates proposal drafts personalized to donor interests, suggests project matches based on organizational needs and donor preferences, and provides gift agreement templates.
Technologies
How It Works
The system ingests organizational needs and donor preferences as its primary data source. The processing layer applies the appropriate analytical models to the structured data, generating scored outputs that surface the most actionable insights. The output — proposal drafts personalized to donor interests — surfaces in the existing workflow where the practitioner can review and act on it.
What Changes
Proposal writing becomes faster with AI generating personalized first drafts.
What Stays
Crafting a proposal that speaks to a specific donor's deepest motivations, and structuring gift agreements that balance donor wishes with organizational reality, require understanding both the donor and the organization deeply.
What To Do Next
This section won't tell you what your numbers should be. It will show you how to find them yourself. Every instruction below produces a real, verifiable result in your organization. No benchmarks, no projections — just the steps to build your own evidence.
Establish Your Baseline
Know where you are before you move
Before adopting AI tools for write proposals and gift agreements, understand your current state.
Without a baseline, you can't measure whether AI actually improved anything. You'll adopt tools without knowing if they're working.
Define Your Measures
What to track and how to calculate it
Time per cycle
How to calculate
Measure how long write proposals and gift agreements takes end-to-end today, then after AI adoption.
Why it matters
The most visible improvement is speed. If AI doesn't save time, question whether it's adding value.
Quality of output
How to calculate
Track error rates, rework frequency, or stakeholder satisfaction scores before and after.
Why it matters
Speed without quality is just faster mistakes. Measure both.
Start These Conversations
Who to talk to and what to ask
your VP Operations or COO
“What data do we already have that could improve how we handle write proposals and gift agreements?”
They're prioritizing which operational processes to automate
your process improvement or lean lead
“Who on our team has the deepest experience with write proposals and gift agreements, and what tools are they already using?”
They understand the workflow dependencies that AI tools need to respect
a frontline supervisor
“If we brought in AI tools for write proposals and gift agreements, what would we measure before and after to know it actually helped?”
They see the daily reality that AI tools need to fit into
Check Your Prerequisites
Confirm readiness before you invest
Check items as you confirm them.