Smarter Partnerships: Due Diligence, Risk Management and AI in Action
Session Description: In an era of increasing complexity and scrutiny, philanthropic decisions demand more than instinct they require confidence, clarity, and trust. This session explores how a contemporary risk management framework, strengthened by AI-enabled agents, can transform how advancement teams assess risk, navigate uncertainty, and build sustainable philanthropic relationships. Drawing on a real-world institutional case study, attendees will gain practical insight into designing and operationalising a scalable, tiered approach to due diligence, one that balances risk appetite with philanthropic impact. The session will unpack how AI can enhance efficiency and consistency, while human judgment remains central to ethical decision-making.