Episode 227: How to Build Custom Donor Reports in Seconds with AI
Tired of spending hours piecing together donor reports that no one actually reads? In this episode of The Million Dollar Nonprofit, Tom Kelly shows you how to use AI + automation to create custom donor reports in seconds — no spreadsheets, no stres...
Million Dollar Nonprofit · Tom Kelly
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Show Notes
Tired of spending hours piecing together donor reports that no one actually reads? In this episode of The Million Dollar Nonprofit, Tom Kelly shows you how to use AI + automation to create custom donor reports in seconds — no spreadsheets, no stress, no late-night data cleanups.
You’ll learn how to:
✅ Pull clean donor data from your CRM or spreadsheet (without losing your mind).
✅ Prompt ChatGPT to analyze and summarize key insights instantly.
✅ Polish your reports for any audience — from board members to funders — and even automate the entire process with tools like Zapier or Make.
Tom also shares how one nonprofit used this exact system to create The Donor Pulse — an automated weekly report that improved board engagement and donor retention, while saving their director hours every week.
If you’re ready to replace chaos with clarity, this is the episode that’ll change how you manage your data forever.