FundSvcs Community

Hello, everyone –

We've probably all seen the use of AI for meeting note taking, and now a few of my development officers have asked about using AI for face to face donor meetings.  It seems fashionable these days on Teams or Zoom to turn on an AI-bot or record the session, but I am wondering about in face-to-face sessions.

Is it weird?  Does anyone currently do this?  I'm imagining you'd have to allow the donor to opt out of the meeting being recorded (although technically not legally required in my state, from a very straightforward donor relations and donor trust perspective, I think this is baseline!)

Then the DO can load the transcript or recording in Copilot or whatever to create a nice contact report.   Also, alternatively, there's the old fashioned way of just using a voice recording app on your phone, and then loading that into an AI tool for formatting, notes etc is also an option.

Does this save the DO that much time?

If anyone has policies and procedure documents around this, I'd love to see them.

Thanks!

Aimee S. Fitzgerald, MLIS 
Assistant Vice President 
Philanthropy & Alumni Engagement Operations

502-852-7035
aimee.fitzgerald@louisville.edu 

give.louisville.edu 

Hi, Aimee –

You may have already done this, but I'd suggest you contact your Data Security and/or Compliance teams to learn if there is overarching institutional policy that could at least partially answer some of your questions. 

My gut is that there's a lot of risk to recording actual conversations (e.g. the organizational responsibility you may take on if you're recording and storing the wide variety of data – such as health conditions – that can come up in conversations), and that AI can be used in alternative and more straightforward ways to help simplify the work (a gift officer using AI to summarize their own recap of the meeting).   

Michael Halverson, Ed.D.
Associate Vice President
Development Resources
Division of Development and Alumni Relations
6200 San Amaro Drive, Suite 300
Coral Gables, FL 33146
Office: 305-284-1608 | Cell: 320-363-4987
Email: mhalverson@miami.edu
miami.edu | everbrighter.miami.edu

Hello, everyone –

We've probably all seen the use of AI for meeting note taking, and now a few of my development officers have asked about using AI for face to face donor meetings.  It seems fashionable these days on Teams or Zoom to turn on an AI-bot or record the session, but I am wondering about in face-to-face sessions.

Is it weird?  Does anyone currently do this?  I'm imagining you'd have to allow the donor to opt out of the meeting being recorded (although technically not legally required in my state, from a very straightforward donor relations and donor trust perspective, I think this is baseline!)

Then the DO can load the transcript or recording in Copilot or whatever to create a nice contact report.   Also, alternatively, there's the old fashioned way of just using a voice recording app on your phone, and then loading that into an AI tool for formatting, notes etc is also an option.

Does this save the DO that much time?

If anyone has policies and procedure documents around this, I'd love to see them.

Thanks!

Aimee S. Fitzgerald, MLIS 
Assistant Vice President 
Philanthropy & Alumni Engagement Operations

502-852-7035
aimee.fitzgerald@louisville.edu 

give.louisville.edu