AI—From Toys to Tools
Where Technology Meets Planned Giving
Thursday, March 26, 2026, 11:00 a.m. – 12:30 p.m. ET
Price: $99
As fundraisers, it’s important to make the best use of time for day-to-day tasks in the office and meeting with donors. AI can help streamline processes to allow you to spend more time on things that ultimately lead to large gifts.
In this webinar, we’ll show you where AI delivers genuine time savings, where it doesn’t and how to evaluate whether the results are trustworthy.
Here’s What We’ll Cover
- Practical uses of AI, focusing on tools you already have.
- How to use AI agents to stay abreast of legislation and major donor activity.
- How to write meaningful communications without starting from scratch.
Presenter
Tracy Cooper, CPA, CFE
Tracy Cooper is the founder of tlb services, a boutique consulting firm that helps businesses streamline operations, investigate fraud and make smarter use of financial systems and tools. She began her career at Price Waterhouse and later served as a senior executive in a Fortune 100 wireless telecom company, leading financial planning, fraud, credit and large-scale tech implementations.
Tracy is an early adopter of accounting technology and a practical explorer of AI tools, known for translating complex ideas into real-world workflows. She also develops and teaches continuing education courses for CPAs and financial professionals nationwide, focusing on fraud, reporting, Excel and emerging AI platforms.
Full participation in the Sharpe Planned Giving Webinar: AI—From Toys to Tools is applicable for 1.5 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.