✏️Prompts

Prepare top-donor year-end calls, voicemails and notes Prompt

Prompt

Our top donors will get a personal call from [CALLER NAME AND TITLE] instead of our mass year-end email. Help us prepare.

For each donor below, write:
1. A 3-bullet call guide: a genuine thank-you that mentions their giving history; one specific result from our fact bank that fits their interests (if we've noted any); and the ask: [FOR EXAMPLE: "invite a year-end gift of about their suggested amount" OR "invite a conversation about a larger gift"].
2. A voicemail script under 30 seconds: thank them, mention one result, and say we'll follow up with a note. No ask in the voicemail.
3. A short personal note (under 120 words) to send after the call, with one clear next step.

Also give me one call checklist for the caller: what to have ready, how to respond to "not this year," and what to log after each call.

Rules:
- Use only the giving history and facts provided. Do not guess at a donor's interests or wealth.
- Keep the tone of a thank-you call from a friend of the organization, not a sales call.
- Use [BRACKETS] for anything the caller needs to fill in.

TOP DONORS (DONOR ID, FIRST NAME, GIVING HISTORY, SUGGESTED ASK, ANY NOTES):
[PASTE]

IMPACT FACT BANK:
[PASTE]

Watch out for

Control: The caller sets the final ask. Use the guide as notes, not a script to read.

Used by

ExecutivesFounders