Overview
Slate AI can support portfolio review by recommending records that deserve attention based on assignment list context and administrator-defined instructions. In advancement, this is especially useful for identifying prospects who may be under-engaged, overdue for contact, or showing signals that warrant fundraiser follow-up.
Why this is useful
Fundraisers often have more records in a portfolio than they can meaningfully review each day. AI-assisted portfolio recommendations can help reduce first-pass triage by surfacing a short list of people who may merit attention.
You can use Slate AI to support prioritization, especially by identifying “diamonds in the rough”: records with indicators of capacity or affinity but weaker recent engagement.
The setup and instructions for this type of prompting takes place within individual Assignment Lists and users can refresh the recommendations on demand while viewing their own list of assignments.
How to configure portfolio recommendations
Navigate to Database > Assignment List.
Open the assignment list that should include AI recommendations.
Click Edit.
Adjust the AI Recommendations Instructions.
Save the assignment list.
Navigate to Your Assignments.
Refresh the recommendation box to view updated AI recommendations.
Sample instruction
Evaluate this gift officer’s assigned portfolio and identify three prospects who appear to have strong giving potential but limited recent engagement. Prioritize records with meaningful giving history, recent event participation, strong affinity indicators, or open opportunity context where available.
For each recommendation, provide a short explanation of why the person was selected and one practical next action the gift officer could take.Recommended practices
Use AI recommendations as a prioritization aid, not as an automatic assignment strategy. Fundraisers and managers should review the recommendation, inspect the record, and decide whether the suggested action makes sense.
Keep recommendation instructions aligned to your institution’s strategy. A major gifts team, annual giving team, alumni engagement team, and donor relations team may all define “needs attention” differently.