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20NTC Session Proposal

Building a Lookalike Strategy: How AI Can Improve P2P Fundraising


Code of Support Foundation (CoSF) has built a successful peer-to-peer fundraising program by effectively recruiting its board members to engage their personal networks. In an effort to increase fundraising (and improve donor acquisition and retention), CoSF began exploring how to apply the principles of custom-modeling audiences—normally used in the direct mail world—to help their board members and fundraisers increase their personal giving network.

In this presentation, Eric Okimoto, COO of, and Kristy Kaufmann, CEO of Code of Support Foundation, will highlight the successes, challenges, and hard-earned lessons of this strategic fundraising initiative from the Fall 2018 event season.

Learning Outcomes

  • • See how COSF made the business case for investing in custom-modeling for their fundraisers to enable better peer-to-peer engagement.
  • • Understand how COSF applied machine learning and artificial intelligence to support their peer-to-peer fundraisers’ outreach efforts.
  • • Learn lessons and best practices for encouraging, supporting, and inspiring your Board Members to become fundraisers.




Eric Okimoto

Chief Operating Officer


Eric Okimoto, Chief Operating Officer at boodleAI, oversees product management, engineering operations, marketing and sales, customer success, and back office support operations. Eric is a technology executive with a twenty-year success record in technology, strategy consulting, enterprise solution sales, and product management.

Eric previously worked in London-based Crown Agents, a global consulting firm that specializes in public sector reform and international development. He initially focused on enterprise solutions sales and marketing for Crown Agents IT Group, but expanded his responsibilities to include product strategy, product development, and account management.

Prior to Crown Agents, Eric was a Managing Director at two Washington D.C.-based firms, RGS Associates and Phase One Consulting Group. He helped both organizations expand and transform their services, operations, and strategy while providing IT strategy and technology thought leadership to numerous U.S. public sector clients.

Eric received a B.S. in Economics from the United States Military Academy, and subsequently spent five years in the U.S. Army as an Infantry Officer. While stationed in Germany, he served as a Platoon Leader, Reconnaissance Platoon Leader, and a Battalion Logistician. Upon completion of his service, Eric earned an M.B.A. at the University of Cambridge in the United Kingdom, where he completed a thesis on the effects of knowledge management on new product development and innovation.

Kristy Kaufmann


Code of Support Foundation

Kristina (Kristy) Kaufmann is the CEO and co-founder of Code of Support Foundation. During her 11 years as a wartime Army wife, Kristy recognized that the mental impact on soldiers and families was not being appropriately addressed. Her determination to improve the approach for providing the support needed to endure repeated deployments often ruffled feathers among senior leadership but Kristy pressed on. Upon realizing that driving change from inside the system was ineffective, she wrote an op-ed in The Washington Post, titled “Army Families Under Fire.” The piece resulted in a platform upon which she and her co-founder, Major General Alan B. Salisbury, USA (R) built the Code of Support Foundation. Kristy is considered a subject matter expert regarding the mental health impacts of war on military families, and her publications and media appearances include The Washington Post, New York Times, NPR, CNN, and other major network channels. Kristy is a leading force in the cross-sector collaboration drive to facilitate the public-private collaborations necessary to meet the needs of the military and veteran community. She is a 2017 Presidio Institute Fellow and a graduate of the University of California Berkeley.





March 14, 2019


10:30am – 11:45am



CFRE Credits

Approved - 1.25

Collaborative Notes

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Session Evaluation

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