
Strategic AI Consulting — February 2026
Prepared for Ronnie Conn, Melanie Butter & the JCC of Greater Columbus. Built with care by Puzzles & Profits.
The Moment
"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
of nonprofits say AI will be critical by 2028
average time saved on admin tasks with AI
ROI on donor prospecting with AI tools

Your leadership team is ready.
Let's give them the tools.
Value Areas
From fundraising to operations, AI can amplify what your team already does well — without replacing the human connection that makes your organization special.
In Practice
Fundraising
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
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
AI drafts personalized newsletters, event promotions, and stewardship updates — maintaining your authentic voice while reducing staff time by hours each week across your locations.
The Roadmap
Start focused, prove value, then expand. We believe in building momentum through early 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.
Deploy one high-impact use case with measurable KPIs. Build integrations with your existing systems — Salesforce, Traction Rec, and Microsoft 365.
Expand to additional areas across the organization. Deliver a board-ready ROI report and establish a long-term AI strategy for all your locations.

Technology should serve your mission — not the other way around.
Build Your 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
The Pilot
Capital campaign donor prospecting & stewardship automation
Connects with your existing Salesforce, Traction Rec, NPSP, and DonorSearch systems
Prospect list, giving capacity scores, automated stewardship workflows
New qualified prospects identified, donor response rates, time saved
A clear, board-ready business case for expanding AI across your organization — backed by real data from your own systems.

Let's Begin
Identify one priority use case together during our conversation
Receive a detailed pilot proposal with scope, timeline, and investment
AI Governance Workshop to create your organization's usage policy
Staff training and initial implementations begin