June 28, 2023

boodleAI Coaching Program

Ter Molen Watkins & Brandt and boodleAI are excited to announce the first major gifts coaching program incorporating AI technology to analyze real-world prospects and donors.
You can register now by contacting TW&B Senior Vice President, Amy Funk, at afunk@twbfundraising.com.
Unlike many other coaching programs, this unique and targeted model leverages nonprofits' real-time databases to create customized prospect plans based on artificial intelligence modeling. Over three months, this cohort will gain critical insights into their donors' behaviors through boodleAI and work closely with TW&B consultants to leverage those insights and create actionable major gift pipelines. Each participant will use their organization's data during the training and leave with a clear roadmap for their organization and major gifts portfolio. 
"I love this innovative approach to major gifts because it's so tailored, and it makes technology that would otherwise be too expensive and/or intimidating approachable for all nonprofits," said Amy Funk, Senior Vice President at TW&B.  
TW&B and boodleAI (1)_Page_2
TW&B and boodleAI (1)_Page_3-1
TW&B and boodleAI (1)_Page_4-1


How much is the program?
  • The program is $1,000 per month for three months.  That fee includes:
  • Three 2-hour cohort coaching sessions
  • Two 1-hour individual coaching sessions
  • boodleAI screening of up to 25,000 records
  • A fully workable, customized major gifts plan
Where do the records come from, and what kind of data will I get?
The records are each organization's—they are your internal prospects. Once we get the data, boodleAI will do predictive modeling to determine which donors are likely to give—and what the best way is to reach them.   
How will I know who to pull, or what to do with all of this data?
That's where our partnership really helps—TW&B will be there at every step of the way, coaching you through everything from the initial data pull to finalizing an action plan that leverages these major gift insights.
Register now by contacting Amy Funk at afunk@twbfundraising.com.
Written by

TWB Fundraising

Let’s explore moving forward together. Our approachable working style combined with decades of specialized experience keeps our clients thriving.


Questions or comments? Join the conversation!

TWB Fundraising Logo
How to reach us

2 North Riverside Plaza
Suite 1875
Chicago IL 60606

Follow us on
Sign up for our newsletter
Get the latest in nonprofit news and advice delivered straight to your inbox.
The Giving Institute Logo

Copyright © 2024 TWB Fundraising. All Rights Reserved.