Learn to Harness AI to Optimize Budgets, Build Reserves, and Invest Wisely!
4.9/5 star reviews
Thousands of happy customers worldwide
Budgets stretched thin with no clear path to increasing reserves.
Manual spreadsheets causing errors and endless revisions before board meetings.
Missed investment opportunities due to limited analytics.
Confusion about which AI tools are ethical, affordable, and effective.
Difficulty forecasting donor revenue and program costs.
Implement AI-driven cash-flow forecasting that guides every budget decision.
Grow operating reserves while protecting mission-critical funds.
Automate monthly board reports with one-click dashboards.
Invest confidently using vetted, mission-aligned portfolios.
Establish governance that keeps AI transparent and stakeholder-approved.
Grasp AI fundamentals and the unique financial landscape of non-profits.
Gather, clean, and ethically manage the data your AI tools need.
Use predictive analytics to optimize budgets and uncover hidden savings.
Leverage AI to analyze low-risk, high-impact investment opportunities.
Automate compliance and board-ready financial reporting with AI.
Forecast donor revenue and diversify income streams using AI models.
" “AI always felt out of reach. After this course, our small museum automated budgeting and grew our reserve fund by 35% in six months!” "
" “The investment module helped our foundation shift idle cash into low-risk instruments that now fund two new scholarships annually.” "
" “I finally understand how to speak AI with our tech volunteers. Reporting that once took days is now done in minutes.” "
AI Foundations for Mission-Driven Finance
Grasp AI fundamentals and the unique financial landscape of non-profits.
Data Preparation & Ethical Stewardship
Gather, clean, and ethically manage the data your AI tools need.
AI-Powered Budget Optimization
Use predictive analytics to optimize budgets and uncover hidden savings.
Smart Investment Strategies
Leverage AI to analyze low-risk, high-impact investment opportunities.
Reporting & Compliance Automation
Automate compliance and board-ready financial reporting with AI.
Donor Analytics & Revenue Forecasting
Forecast donor revenue and diversify income streams using AI models.
Building an AI Roadmap & Governance
Create an AI governance framework to ensure transparency and trust.
Scaling Impact: Case Studies & Action Plan
Study real-world case studies and craft your 90-day action plan.
4.9/5 star reviews
A practical, step-by-step program that shows mission-driven organizations exactly how to use AI tools to stretch budgets, grow reserves, and maximize community impact.
Instant streaming access to 25 concise video lessons.
Downloadable AI toolkit, templates, and vendor checklists.
Membership in a private community of mission-focused finance leaders.
Lifetime updates as AI technology and regulations evolve.
Today Just
"Best purchase ever!"
" “The investment module helped our foundation shift idle cash into low-risk instruments that now fund two new scholarships annually.” "
Managed $500M in assets for an international relief organization.
Designed an AI budgeting platform adopted by 300+ charities.
Featured speaker at Stanford Social Innovation Review Live.
Forbes Nonprofit Council contributor on AI & finance.
Author of the best-selling book “AI & Finance for Social Impact.”
Helped clients boost reserves an average of 42% within a year.
We want you to find value in our trainings! We offer full refunds within 30 days. With all of our valuable video training, we are confident you WILL love it!
No. The course is completely non-technical. We focus on strategy, setup, and the user-friendly tools that anyone can operate.
Absolutely. We highlight free or low-cost AI solutions and show how organizations of any size can benefit.
It’s the only program combining non-profit finance best practices with real-world AI demonstrations, governance frameworks, and ethical guidelines.
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