Donor Love, Not Data Entry: Agentic AI in Action

Unpack Agentic AI and its role in guiding nonprofits from concept to tangible impact.

Your donors didn’t fall in love with your mission because of spreadsheets. They care about connection, stories, and impact — and your team should have time to focus on that.

This session introduces Agentic AI, the next wave of automation that quietly handles repetitive tasks like donor entry, transaction coding and reconciliations.

We’ll walk through the full journey, including building buy-in, choosing the right use cases, driving adoption and measuring success to validate ROI. By the end, you’ll have clear next steps for scaling automation in a way that supports your mission and strengthens donor relationships.

Who Should Attend

Nonprofit executives, finance leaders, decision-makers and board members

Learning Objectives:

• Define Agentic AI and identify where it creates value in nonprofit operations.
• Evaluate AI use cases in finance and donor engagement.
• Develop a phased plan to introduce and scale AI tools while building internal buy-in.
• Evaluate ROI and present a clear business case for automation.

Speaker

• Stacie Cornwell, Partner - Industry Leader, Nonprofit, Armanino Advisory LLC
• Lauren Renninger, Director of Automation and AI, Armanino Advisory LLC
• Brenda Kahler, Senior Director, Armanino Advisory LLC