AI Solutions Showcase 2025

January 22, 2025

12:00 PM - 1:30 PM Eastern Time

Artificial intelligence (AI) is transforming how organizations manage their operations, and grants management is no exception.


During this year’s AI solutions showcase, you'll hear from leading grants management product providers in the philanthropic sector who have integrated AI into their systems or announced plans to introduce AI functionality. This event offers technology decision-makers and curious philanthropic staff a dynamic and comprehensive exploration of how AI enhances grants management processes—streamlining application reviews, improving data analysis, and supporting equitable decision-making. Gain insights into the latest AI capabilities shaping the future of grants management worldwide.


In this session, you'll hear updates from the following grants management system providers:

  • Fluxx

  • Salesforce

  • SmartSimple

  • Temelio


Presenter Topics

Fluxx - Unleashing Fluxx AI: Smarter Summaries & Data Insights for Grantmaking Excellence

  • Discover how Fluxx AI is revolutionizing grantmaking with cutting-edge functionality designed to simplify and empower your workflows. In this session, we’ll showcase the Application and Document Summary tools to instantly distill complex information into easy-to-understand summaries. Looking ahead, get a sneak peek of upcoming features that will enhance data-driven decision-making. From advanced grant data interaction to Admin level prompt customization, Fluxx AI is equipping grantmakers with tools to enhance efficiency and impact. Join us for this quick dive into how Fluxx AI is redefining the future of grant management, driving smarter decisions for greater mission success.

  • Fintan Kelly, VP of Product

  • https://www.fluxx.io/ 


Salesforce - Einstein and Agents: How to Use Agents to Improve Grantmaking

  • This presentation will cover Salesforce’s Einstein Copilot and AgentForce AI capabilities. Attendees will learn how these AI tools can be deployed to improve grantmaking processes and streamline summarization of grant proposals and applications.

  • Serkan Bilgi, Lead Strategic Solution Engineer, Foundations

  • https://www.salesforce.org/products/grantmaking/ 


SmartSimple - SmartSimple Cloud +AI

  • During this presentation, you will receive a comprehensive overview of the AI functionality available to clients within SmartSimple Cloud. SmartSimple Cloud +AI offers tools designed to enhance the navigation of your grantee database and summarize applications for a more efficient and consistent review process. 

  • Greg Stanley, VP of Client Engagement

  • https://www.smartsimple.com/ 


Temelio - Pattern and Theme Extraction Using AI

  • During this part of the session, you will see how Temelio uses AI to review multiple grant proposals and reports to create a descriptive impact summary/narrative. This functionality complements Temelio’s other AI functionality by continuing the platform’s focus on driving more equitable grantmaking processes and improving collaboration between foundations and their grantee partners. 

  • Maya Kuppermann, CEO, and Ruthwick Pathireddy, CTO

  • https://www.trytemelio.com/ 


This session will be led by Gozi Egbuonu, Director of Programs at TAG.


Webinar Recording & Presentation

After the webinar, TAG members may download the presentation and view a recording by visiting the Webinar Archive.

Register Now

Event Details

Wednesday, January 22, 2025 at 12 PM ET / 9 AM PT via Zoom

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