Donor Prospect Profiles contain a lot of data – donation records, relationship maps, real estate info, the list goes on – and typically, that’s a good thing. The more data we have, the better we are able to qualify (or disqualify) a prospect. 

That said, sometimes a high level summary will do. 

To help our users put together profile summaries, we decided to build an AI Profile Summary tool. Large Language Models (LLMs) are fantastic at summarizing large amounts of data. And LLMs are AI tech that is here now – not something that may be transformative in the future.

The video below is quick examination of the accuracy of CharityCAN’s AI Profile Summary tool: