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