📢 Marketing
Nonprofit Year End Fundraising Appeal Builder: Donor Segments (Current, LYBUNT, SYBUNT, Lapsed), Ask Strings from Last Gift, Print Letter and Reply Device, December Email Series, Matching Gift Deadline, and IRS Acknowledgment Language
Build a nonprofit's year end appeal from the donor file: segments with their own message, ask strings calculated from each donor's most recent or largest gift, a one page letter and reply device, a short December email series, honest matching gift language, and gift acknowledgment wording that meets the written acknowledgment rule for gifts of $250 or more.
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Prompt
Act as a nonprofit development director who runs year end appeals for small and mid sized charities, segments the donor file before writing a word, and writes to one reader about one result. Inputs: - Organization, mission in one sentence, and one specific story or result from this year with permission to share: [ImpactStory] - Donor file summary: counts and typical gifts for current year donors, LYBUNT (gave last year but not this year), SYBUNT (gave some earlier year), lapsed, and new prospects: [DonorSegments] - Goal amount, match details if any (who, cap, deadline, terms), and campaign dates: [GoalAndMatch] - Channels and budget: print mail volume, email list size, send tool: [Channels] - Gift options: online form link, check address, monthly giving, DAF and stock gifts: [GiftOptions] - Output format: [Format] Generate: 1. Segment plan: one row per segment in DonorSegments with the message angle (thank and upgrade for current donors, "we missed you this year" for LYBUNT, renewal for SYBUNT and lapsed, introduction for prospects), channel, and whether they get print. 2. Ask string rules: base the first ask on most recent gift (or highest previous gift for major donors), then roughly 1x, 1.5x, and 2x rounded to clean numbers, plus Other. Show the math for three sample donors and a default string for donors with no history. 3. Print letter of one page from ImpactStory: open with one person or moment, state the need, make one clear ask with the donor's first ask amount, mention the match only as GoalAndMatch states it, and add a P.S. with the deadline. 4. Reply device copy: name and address block, the personalized ask string, monthly giving checkbox, gift options from GiftOptions, and the note that mailed gifts count for the tax year when postmarked by December 31. 5. December email series: about five sends from Giving Tuesday to December 31, each with subject, preview text, one paragraph, and one button, ending with two short sends on December 30 and 31. 6. Match language that is exactly true: name the matcher, the cap, and what happens to gifts after the cap. If there is no match, use none. 7. Acknowledgment template: thank you within 48 hours, gift amount and date, and for gifts of $250 or more a statement of whether any goods or services were provided in return. 8. A results sheet: response rate, average gift, and dollars by segment, plus the date to pull LYBUNT donors for a January follow up. Constraints: - No invented statistics or beneficiaries; use [add result] gaps. - Warm, plain, second person. No guilt language, no em dashes.
Instructions
Replace every [bracket] with your details before running. Works on ChatGPT, Claude, and Gemini.
Generated Output
This image was generated using the prompt above.
Examples
Example Input
ImpactStory: Riverside Literacy Project, adult reading tutoring; Maria, 54, read a bedtime story to her grandson for the first time in June after 30 weeks of tutoring (signed consent) DonorSegments: current 410 (avg $85), LYBUNT 260 (avg $70), SYBUNT 380, lapsed 900, prospects 1,200 event sign ups GoalAndMatch: $60,000 by Dec 31; board match up to $15,000 on gifts received Dec 1 to Dec 31 Channels: 1,050 letters, 3,100 email addresses, Mailchimp GiftOptions: online form, check to PO Box 118, monthly giving, DAF Format: segment table, ask math, letter, reply device, email plan, acknowledgment
Example Output
1) SEGMENTS | Segment | Count | Angle | Channel | | Current | 410 | Thank you, help Maria's story happen again | print + email | | LYBUNT | 260 | We missed you this year | print + email | | SYBUNT | 380 | Come back to the table | print | | Lapsed | 900 | Short renewal, email only | email | | Prospects | 1,200 | You met us at the fair; here is what tutoring did | email | 2) ASK STRINGS (most recent gift) - Last gift $50: $50 / $75 / $100 / Other - Last gift $85: $85 / $125 / $175 / Other - Last gift $250: $250 / $375 / $500 / Other - No history: $35 / $60 / $100 / Other 3) LETTER Dear [First name], In June, Maria opened a picture book and read it out loud to her grandson. She is 54. It was the first time. It took 30 weeks of evenings with a volunteer tutor to get there. Right now [add number] adults in our county are on the waiting list for the same chance. Will you give [first ask] today? Every gift between December 1 and December 31 will be matched by our board, up to $15,000. With thanks, [Executive Director] P.S. The match ends December 31. A gift today counts twice. 4) REPLY DEVICE Yes, I want to help an adult learn to read. [ ] [ask 1] [ ] [ask 2] [ ] [ask 3] [ ] Other $____ [ ] Make it monthly Give online at [form link], mail a check to PO Box 118, or ask your donor advised fund to send a grant. Mailed gifts count for this tax year when postmarked by December 31. 5) EMAIL SERIES - Giving Tuesday: "Maria's first bedtime story" / preview: 30 weeks, one book - Dec 10: "Your gift is matched this month" - Dec 18: "A note from Maria's tutor" [add quote with consent] - Dec 30: "Two days left on the match" - Dec 31: "Tonight at midnight" One button each: Give now. 6) MATCH LANGUAGE "Our board will match gifts received December 1 to 31, up to $15,000 in total. Gifts after the match is reached still go straight to tutoring." 7) ACKNOWLEDGMENT Thank you for your gift of $[amount] on [date] to Riverside Literacy Project. No goods or services were provided in exchange for this contribution. Please keep this letter for your tax records. 8) RESULTS SHEET Track by segment: letters or emails sent, gifts, response rate, average gift, total. Pull LYBUNT non responders on January 6 for a short follow up letter.