Jon Garrow on A.I. Tools for the Modern Prospect Development Office

by | Oct 2, 2023 | Learning Edge Blog

Jennifer Filla

Jon Garrow has been in the weeds of capacity ratings and all things data for a long time now. That’s why I wanted to ask him about the impact of Artificial Intelligence (A.I.) on capacity ratings. And I’m not disappointed that I asked.

Top takeaways from my interview with Jon are as follows:

  1. A.I. generated net worth scores have helped Jon miss fewer prospects.
  2. A.I. generated algorithms help match key data at scale.

But Jon didn’t just spout key takeaways. He told stories. Real stories.

  • Like how he created a prospect pool of 7 and 8-figure estate gift prospects – and watched those gifts happen!
  • And how he uses A.I. tools in his prospect development work at Willamette University for news alerts, wealth events, and job changes – and how Willamette leverages this to drive engagement activity at scale.

And then, of course, there’s Jon’s relationship with libraries. How can you not listen to this interview?

Resources Mentioned

Words from happy Researchers

Success Stories

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I love your Master Class format – small group, clearly defined curriculum, solid professional information and resources and focus on discussion.  But most importantly I was impressed and delighted to see that you incorporated an additional and extremely practical layer of knowledge, through hands on experience with tools (pivot tables) or resources (Candid).  This adds real value to the educational experience you offer.

Betsy Mehlman

2020-Master Class

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Jen’s course on insider stock and compensation was informative, interesting, and well-thought out. Jen broke down the complicated material into digestible pieces. She showed us resources that I use in my day-to-day research that I wouldn’t have otherwise known about. Jen is always quick to respond and has been helpful even after the class has ended. She answers questions thoroughly and is always pleasant.

I was able to take what I learned from the course and present the material to our front-line fundraisers. One fundraiser told me after my presentation that she discovered one of her donor’s compensation was much higher than she thought. So, already, this information has come in handy! Thanks again Jen!

Kim Anthony, San Francisco CA

Insider Stock and Compensation

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The Capacity Rating Workshop was really useful. I was new to the prospect research field when I took the workshop, so it helped to demystify capacity ratings for me. The online classroom provided a great forum for interaction with the other participants and for a robust exchange of ideas. Beyond that though, Jen shared a wealth of information and resources about capacity ratings and other important aspects of prospect research. I highly recommend this workshop whether you’re new to the field or have years of experience in our profession.

David Lloyd, Prospect Research Professional, San Francisco, CA

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