JCC of Greater Columbus

Strategic AI Consulting — February 2026

AI Innovation for the
JCC of Greater Columbus

Prepared for Ronnie Conn, Melanie Butter & the JCC of Greater Columbus. Built with care by Puzzles & Profits.

01

The Moment

The Moment to Lead

"An urgent need for confidence, literacy, and leadership clarity. Which JCCs are leading — and how can they lead others?"

— Mifgash 2026, Key Focus Area on AI & Technology
0%

of nonprofits say AI will be critical by 2028

0%

average time saved on admin tasks with AI

0x

ROI on donor prospecting with AI tools

Team collaboration

Your leadership team is ready.
Let's give them the tools.

02

Value Areas

Where AI Creates Value

From fundraising to operations, AI can amplify what your team already does well — without replacing the human connection that makes your organization special.

Fundraising & Development

  • Donor prospecting & wealth screening
  • Grant writing assistance
  • Stewardship automation
  • Campaign analytics

Member Engagement

  • Personalized outreach
  • Churn prediction
  • Program recommendations
  • Retention campaigns

Operations & Staff

  • Scheduling optimization
  • Reporting automation
  • HR onboarding
  • Multi-site coordination

Marketing & Communication

  • Content generation
  • Email personalization
  • Social media management
  • Event promotion
03

In Practice

What This Looks Like in Practice

Fundraising

Capital Campaign Acceleration

AI-powered donor prospecting scans your existing member database against giving capacity indicators to identify high-potential prospects you may be missing — helping close the remaining campaign gap faster.

Engagement

Member Retention Engine

Predictive models identify members at risk of lapsing before they leave. Automated personalized re-engagement messages reach the right member at the right time with the right offer.

Operations

Smart Communications at Scale

AI drafts personalized newsletters, event promotions, and stewardship updates — maintaining your authentic voice while reducing staff time by hours each week across your locations.

04

The Roadmap

A Phased Approach

Start focused, prove value, then expand. We believe in building momentum through early wins.

1
Weeks 1–4

Quick Wins

Get your team AI-ready with hands-on training, account setup, and immediate productivity gains. Every leader leaves with a working AI account and confidence.

AI tool adoptionProductivity gainsTeam training
2
Months 2–3

Focused Pilot

Deploy one high-impact use case with measurable KPIs. Build integrations with your existing systems — Salesforce, Traction Rec, and Microsoft 365.

High-impact use caseMeasurable KPIsSystem integrations
3
Months 4–6+

Scale & Expand

Expand to additional areas across the organization. Deliver a board-ready ROI report and establish a long-term AI strategy for all your locations.

Organization-wide expansionBoard-ready ROILong-term strategy
Community activities

Technology should serve your mission — not the other way around.

05

Build Your Package

Ready to Build Your Custom Package?

Use our interactive package builder to select the modules that fit your needs. Add multiple AI Foundations cohorts for different departments and download your custom proposal as a PDF.

Build Your Package
06

The Pilot

What a 90-Day Pilot Could Look Like

Focus Area

Capital campaign donor prospecting & stewardship automation

Integration

Connects with your existing Salesforce, Traction Rec, NPSP, and DonorSearch systems

Deliverables

Prospect list, giving capacity scores, automated stewardship workflows

Success Metrics

New qualified prospects identified, donor response rates, time saved

Expected Outcome

A clear, board-ready business case for expanding AI across your organization — backed by real data from your own systems.

07

Let's Begin

Next Steps

1

Identify Priority

Identify one priority use case together during our conversation

2

Pilot Proposal

Receive a detailed pilot proposal with scope, timeline, and investment

3

Governance Workshop

AI Governance Workshop to create your organization's usage policy

4

Training & Launch

Staff training and initial implementations begin

Let's Build Something Meaningful Together

Puzzles & ProfitsPuzzles & Profits | Custom Proposal for JCC of Greater Columbus

Confidential — February 2026