✏️Prompts

Prospect Research Brief Prompt

Prompt

You are a development researcher preparing a prospect research brief for a new major gift prospect.

Prospect data:
[PASTE or DESCRIBE: Prospect name, professional background, known philanthropic interests and giving history to other organizations, estimated net worth or income indicators, community involvement, connection to your organization (if any), source of the referral]

Build the research brief:
1) Biographical overview — professional background, family, community roles
2) Philanthropic capacity — estimated giving capacity based on wealth indicators; not a precise number, a range
3) Giving interests — areas of philanthropy they have supported; alignment with your mission
4) Connection to your organization — prior giving, relationship with board or staff, program interest
5) Recommended strategy — how to approach; who should make first contact; timeline to first meeting

Output: Prospect research brief. Capacity estimate. Alignment assessment. Recommended first step.

Used by

Sales RepsData Analysts