459: What to Ask Before AI Touches Your Data with Sam Fankuchen

Show Notes Reaching out to potential major donors can feel premature when you haven't figured out how you will follow up. A written contact list and a plan for the next interaction give you a simple place to start, without mapping out a year of conversations. Sarah shares this approach using questions from nonprofit leaders starting major gifts programs in the Inspired Philanthropy Circle. She shares her own struggle with following up, the scheduling habit that helps her stay connected, and ways to give people something to look forward to together. In This Episode, You'll Learn What to record in a contact list so relationships don't depend on memory. How to arrange the next interaction before the current conversation ends. What to say when scheduling ahead feels uncomfortable or too pushy. How recurring tours, dinners, or informal gatherings give you something to invite people to. Why building a community of supporters can bring an emotional return alongside funding. Who This Episode Is For Nonprofit leaders who want to start donor conversations without waiting for a complete annual plan. Fundraisers looking for a simple way to keep track of relationships. Leaders who want to stay in touch with supporters without feeling pushy. Links from this episode Inspired Nonprofit Leadership Newsletter: weekly tips, resources, and updates on training opportunities. Inspired Philanthropy Circle Sarah Olivieri's website Sarah Olivieri's Substack publication Thank you to Donorbox Thank you to