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DRIVE 2026

Embedding AI in Advancement Workflows through News & Career updates

Friday, March 27, 2026
9:00 AM - 10:00 AM PT
Speaker(s): Carrick Davis, Executive Director, Prospect Management & Researcher, University of California, Davis
Competencies: LeadershipStrategic Thinking
Experience Level: Level 4- Senior/ Experienced Mid Level CareerLevel 5- Expert Seasoned Professional
Elective Session
Advancement Services
Fundraising

Whether you’re cultivating alumni, parents, grateful patients, or community advocates, timely insight is the foundation of strong relationships. Yet for most institutions, emerging prospects remain hidden behind stale records and manual research bottlenecks.
This session demonstrates how advancement teams are applying AI-driven intelligence—combining career enrichment with real-time news discovery—to surface meaningful life and career events the moment they happen. By embedding these external signals directly into prospecting workflows, institutions can act faster on giving cues, personalize outreach, and lighten the research load without expanding staff.
Carrick and Dhruv will share their operational framework, governance lessons, and results from piloting an AI-assisted discovery model that integrates seamlessly into existing systems. Attendees will leave with a replicable roadmap for using data enrichment and external intelligence to uncover opportunity across all supporter segments—not just alumni.

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