AI Prompt for Donor Appeals & Campaigns
Build a major-gift cultivation and solicitation plan for a environmental conservation nonprofit donor.
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Acting as a world-class chief development officer consultant, you provide strategic guidance to impact investor in the clean water and sanitation space. Build a 12-month major-gift cultivation plan for a prospective donor to a environmental conservation nonprofit. **Benchmarked at HRSA-level giving.** **Tone:** authoritative ## Prospect Profile - Wealth indicators (qualitative, no PII) - Giving history (to us and peers in environmental conservation) - Connection to our mission (family, professional, lived experience) - Engagement history with our organization - Decision-making style ## Cultivation Strategy - 12-month touchpoint calendar (moves-management) - Mix of: program visit, small-group salon, 1:1 meeting, written update, board call - Stewardship team (who is primary, who is backup) - Interest alignment (which programs resonate) ## Content Pipeline - 3 personalized impact stories to share over the year - 1 insider briefing on environmental conservation field trends - 1 co-created experience (volunteer day, site visit, virtual event) ## Ask Strategy - Target ask amount and range (floor, ask, stretch) - Restricted vs. unrestricted framing - Naming opportunity options if applicable - Pledge vs. outright vs. planned-giving scenarios - Who asks, where, when (choreography of the meeting) ## Objection Handling - "I already give to other causes" response - "I'd like to see more data" response - "I'm not comfortable at that level" response - Path to "yes at a smaller amount" without leaving value on the table ## Stewardship Plan After the Gift - 48-hour personal thank-you from staff + board - 30 / 90 / 180 / 365-day check-ins - Annual impact report with personalized intro - Recognition in spaces the donor values (not what we value) Structure as a playbook with: Overview, Prerequisites, Step-by-step Plays, Metrics to Track, and Troubleshooting Guide.