The fundraising landscape is evolving. With the rise of AI, digital employees, and enhanced data modeling, advancement teams have new opportunities to deepen relationships, streamline operations, and engage donors in smarter, more personalized ways.
Join our panel of industry experts Karen Greene (Smithsonian Institution), Natalie Greenhouse (Occidental College), and Alexandra Perez (Occidental College) as they share their strategies for navigating the new era of Advancement leveraging AI and Agents. In this Sleek Fall Session on Wednesday, September 24 at 1:30 p.m. ET, we will debut our QSS™ Research Agent 1.0 and explore new data enrichment that informs our prospect data models.
We'll explore how new tools in Salesforce Education Cloud and Nonprofit Cloud can transform your strategies. With personalized automation and innovative data enrichment provided by DonorSearch and Data Cloud, Sleek’s new QSS™ Research Agent provides powerful insights. We will also unveil how AI-powered lead generation is reshaping portfolios and strengthening development teams.
💡Why Attend?
Whether you’re a frontline fundraiser, prospect manager, or advancement leader, this session will offer both strategic insight and practical takeaways. You’ll leave with a clear picture of how AI-driven prospect management can streamline your efforts, reveal new opportunities, and ultimately drive stronger results for your institution.
Webinar Guest Speakers
Karen Greene - Director of Prospect Management, Smithsonian Institution
Karen L. Greene provides leadership, advice and best practices about prospect management, portfolio optimization, prospect identification, pipeline management and fundraising forecasting across the institution. Over her more than three decades in advancement, she has worked with a widespread number of non-profit organizations to improve their fundraising efforts through realigning workflows, processes, and structures. Having worked with hundreds of organizations, Karen brings an unparalleled view of structures and possibilities to her clients in helping them to achieve success. A frequent presenter and volunteer, Karen’s contributions to the field were recognized when she received the APRA Distinguished Service Award (2010). And in 1993, yes it was that long ago, she co-authored a prize-winning paper about using the Internet to do prospect research…FYI the World Wide Web (www) was largely undeveloped at the time, so we are talking about gating, FTP and Telnet!
Natalie Greenhouse - Senior Director of Advancement Services, Occidental College
Natalie thrives when the people around her are succeeding. She is a creative, strategic and nimble problem solver supporting higher education, K12 schools and nonprofits to maximize their potential through systems design, CRM implementation, and data evaluation.
Alexandra Perez - Director of Prospect Research and Development, Occidental College
Alexandra is the Director of Prospect Research and Development at Occidental College, where she leads efforts to identify, analyze, and cultivate philanthropic opportunities that advance the College’s mission. Starting her career in healthcare fundraising at University of Chicago, Medicine and Biological Sciences, she has over eight years of experience in advancement and data-driven strategy. Alexandra partners with development officers to strengthen donor engagement and build sustainable support for Oxy’s students, faculty, and programs.