A task performed by Fundraisers
Conduct research to identify the goals, net worth, charitable donation history, or other data related to potential donors, potential investors, or general donor markets.
Not yet. Workers want this automated (3.2/5), but experts rate today's AI capability at only 3/5, the technology isn't there. It's an R&D Opportunity.
Do you want this task automated?
How much the people who do this task want AI to take it over (avg of 5 workers).
How capable experts rate current AI at this task (avg of 3 experts).
How much human involvement should stay?
The Human Agency Scale (H1–H5) captures how much human direction workers think this task should keep.
Why workers want this automated
- Frees up time for higher-value work20%
- It's repetitive20%
- It's stressful20%
- Reduces human error20%
- It's difficult20%
How to automate this
Workers want this gone, but today's tools only get part of the way. Automate the edges.
Judgment, review & checks
Automate the checks, keep the decision with a person.
- 1Write down the rules and checklists you follow to conduct research to identify the goals, net worth, charitable donation history, or other data related, then encode them so routine cases are flagged automatically.
- 2Add validation rules to catch errors before they reach you.
- 3Let AI pre-screen and surface the exceptions, you decide the hard ones.
Tools that can help
Know a better way, or spot an error?
Share how you automate this in real life, or correct the data. Reviewed before publishing.
This is 1 of 10 tasks studied for Fundraisers, where workers want 80% of tasks automated.
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