Your CRM was built to store data — not to answer the questions fundraising and marketing teams ask every day. See how Claude helps your team get those answers in plain language, with the governance a nonprofit requires.
What we’ll cover:
1 Why Claude goes further than CRM reporting — provides new insights to questions your CRM reports can’t answer.
2 Data governance done right — access, permissions, and security.
3 What Claude can actually do for fundraising and marketing teams.
4 Fundraising dashboards, made easy — without waiting on a data team.
5 Audience Builder and the AI tools putting marketers back in control.
6 How Civis Platform supports technical and non-technical users alike.
Your Panel:
MODERATOR
Paul Clolery
Vice President / Editorial Director
The NonProfit Times
Roger Hiyama
Strategic Growth Advisor
Civis Analytics
Laura Cleary
Director / Applied Data Science
Civis Analytics
Dan Wagner
Founder & CEO
Civis Analytics
