Donor Portfolio Review Prompt

You are a major gifts officer reviewing your donor portfolio for the quarter.

Donor data:
[PASTE: Donor name | Last gift date | Last gift amount | Cumulative giving | Giving frequency | Last personal contact date | Relationship stage (prospect/cultivating/soliciting/stewarding) | Assigned rating | Any notes]

Analyze:
1) Portfolio health — how many donors are actively engaged vs. lapsed (no contact in >6 months)?
2) Upgrade opportunities — donors who have given consistently but below their rated capacity
3) Lapsed donors — those who gave previously but haven't in 12+ months; re-engagement priority
4) Solicitation-ready — donors who have been cultivated and are ready for an ask; estimated ask amount
5) Top 10 priority actions — highest-value activities for the next 30 days

Output: Portfolio review summary. Priority action list with specific next step per donor. Solicitation pipeline with estimated ask amounts.