Create a fundraising plan for [NONPROFIT AND PROGRAM] for [CAMPAIGN PERIOD]. Our mission, program need, and evidence of impact are [MISSION AND CASE FOR SUPPORT]. Our available donor data, relationships, channels, staff, volunteers, and budget are [FUNDRAISING ASSETS]. The amount needed, permitted uses, and funding restrictions are [GOAL AND RESTRICTIONS]. Our donor privacy, gift acceptance, compliance, and ethical constraints are [POLICY AND ETHICAL CONSTRAINTS]. Build the plan around a truthful case for support, not inflated urgency or unsupported outcome claims. Segment audiences by relationship and likely motivation: current donors, lapsed donors, volunteers, community partners, major-gift prospects, foundations, and broader public only where the data supports it. Do not treat donors as a source of personal data, promise tax treatment, or claim grants or matches that are not confirmed. Flag where fundraising registration, charitable-solicitation, tax, or privacy guidance requires a qualified review. Produce:
1. A one-page campaign strategy with a specific funding purpose, target amount, priority segments, case-for-support message, and campaign thesis. 2. A gift table showing number of gifts, gift amounts, prospects or segments, relationship owner, next action, and evidence needed to move forward. Make clear that the table is a planning model, not a forecast. 3. A 90-day action calendar with weekly milestones for research, cultivation, asks, stewardship, and reporting; fit it to stated staff and volunteer capacity. 4. Three channel options with expected purpose, audience, costs, risks, and a recommendation. 5. A donor stewardship plan that explains acknowledgement, restricted-gift tracking, consent, and impact reporting. Before answering, check that every impact claim is supported by my input and that the plan does not depend on unconsented contact data or unavailable staff time. Ask up to 3 clarifying questions only if a required input is missing.
Fill in
| Placeholder | What to enter | Example |
|---|---|---|
| [NONPROFIT AND PROGRAM] | Name the organization and the specific program or need to be funded. | Harbor Youth Arts; after-school ceramics and music classes for middle-school students |
| [CAMPAIGN PERIOD] | Enter the campaign dates or planning horizon. | October 1 through December 31 |
| [MISSION AND CASE FOR SUPPORT] | Describe the mission, problem, program activities, and evidence of impact you can substantiate. | We provide free arts programs in two public housing neighborhoods; last spring 84 students attended at least eight sessions and 71 families completed feedback forms. |
| [FUNDRAISING ASSETS] | List donor relationships, records, communication channels, people, volunteers, and available budget. | 420 current donors, 90 lapsed donors, 25 active volunteers, an email list with documented consent, one part-time development director, and $1,500 for campaign costs. |
| [GOAL AND RESTRICTIONS] | State the amount needed, what gifts will fund, and any restrictions on their use. | Raise $45,000 for instructor stipends, supplies, and transit passes; gifts restricted to this program must be tracked separately. |
| [POLICY AND ETHICAL CONSTRAINTS] | Provide applicable donor privacy, gift acceptance, compliance, and communication policies. | Do not share student stories or photos without written permission; acknowledge gifts within five business days; verify state solicitation requirements before online ads. |
How to use
- Replace each bracket with records and facts your organization can support, especially program outcomes and consent rules.
- Ask program and finance staff to confirm the funding purpose, restricted-gift handling, and available reporting data.
- Check that the gift table has relationship owners and next actions before using it as an outreach plan.
- Follow up with: “Draft a first email for current donors using this approved story and these verified impact facts: [APPROVED CONTENT].”
Variations
Major gift plan
Use this for a small group of relationship-based major-gift prospects.
Create a cultivation and ask plan for [NUMBER] potential major donors for [PROGRAM]. Known relationship history and interests are [PROSPECT NOTES], the funding need is [FUNDING NEED], and approved impact evidence is [EVIDENCE]. Return a prospect-by-prospect table with relationship owner, next step, purpose of the meeting, appropriate ask range as a planning hypothesis, and stewardship plan. Include questions that help confirm interest and capacity without making assumptions. Do not use private data beyond what is supplied or imply tax treatment. Check that each action respects consent and gift-acceptance policy. Ask up to 3 questions only if inputs are missing.
Grant prospecting brief
Use this to prioritize research before applying to foundations.
Prioritize grant research for [NONPROFIT] seeking support for [PROGRAM]. Our location, legal status, budget range, and eligible activities are [ORGANIZATION FACTS]; our evidence of impact is [EVIDENCE]; and exclusions are [EXCLUSIONS]. Produce a research brief defining ideal funder criteria, search terms, a qualification checklist, and a 30-day prospecting workflow. Do not invent funders, deadlines, eligibility, or grant amounts; label every external fact for verification from the funder’s official materials. Check that the checklist screens for geographic and program fit before application effort. Ask up to 3 questions only if required inputs are missing.
Fundraising event plan
Use this when an event is one channel inside a defined fundraising goal.
Plan a fundraising event, [EVENT CONCEPT], for [NONPROFIT] on [DATE OR WINDOW]. The fundraising goal, audience, venue options, capacity, and budget are [EVENT FACTS]; program story and approved evidence are [CASE FOR SUPPORT]. Return a break-even model with inputs, a sponsor and ticket strategy, a workback schedule, risk register, and day-of roles. Separate confirmed revenue from planning assumptions. Do not claim sponsorships, tax deductibility, attendance, or raffle compliance without verification. Check that expected net proceeds justify staff and volunteer time. Ask up to 3 questions only if required facts are missing.
Tips
- Fund a concrete, costed purpose whenever possible; donors can understand what their gift makes possible without being promised outcomes the organization cannot prove.
- Use relationship history and consent to choose outreach, not guesses about wealth or personal characteristics.
- Treat a gift table as a working hypothesis and update it after each real conversation, declined ask, grant decision, or change in program need.
- Plan stewardship at the same time as solicitation so acknowledgements, restrictions, and reporting obligations do not become an afterthought.
FAQ
Can AI find grants or donors for us?
It can define search criteria and organize research, but eligibility, deadlines, funder priorities, and donor information must be verified from authoritative sources and your own records.
Can we use donor data in an AI prompt?
Follow your privacy policy, consent records, contracts, and applicable law. Prefer aggregated or de-identified data unless an approved tool and policy allow otherwise.
How should a small nonprofit choose between grants, events, and individual giving?
Compare likely net revenue, relationship strength, staff time, timing, restrictions, and mission fit. A channel with smaller revenue can be stronger if it builds durable donor relationships.