Build a moves management plan for major donor prospects
A prioritized portfolio with each prospect's stage, next move, owner, and timeline from identification to stewardship.
The prompt
Help me build a moves management plan for my major gift portfolio.
Our major gift threshold: [e.g. $10,000+]
Portfolio: [PASTE list: prospect name or ID, giving history, capacity rating if any, known interests, relationship owner, last contact]
Fundraising priorities this year: [e.g. new program launch, capital campaign, operating support]
Who can help cultivate: [executive director, board members, program staff]
Time available: [e.g. one gift officer at 60% time]
Steps:
1. Sort prospects by capacity, inclination (connection and interest), and readiness, and flag any I should drop or move to a mid-level program.
2. Assign each prospect a stage: identification, qualification, cultivation, solicitation, or stewardship.
3. For each, define the next 2-3 meaningful moves (e.g. site visit, program briefing, meeting with a beneficiary, proposal), who owns each, and target dates.
4. Propose an ask amount and project for those near solicitation, based only on the data given; mark estimates as [ESTIMATE].
5. Suggest a realistic portfolio size for my capacity and a monthly contact rhythm.
Return:
- A table: prospect, stage, capacity, inclination, next moves, owner, target date, projected ask, gift timing.
- The top 10 priorities for the next 90 days.
- Metrics to track (moves per month, proposals out, dollars closed, time from qualification to ask).
Do not invent wealth data or personal details. Only use information gathered ethically and consistent with our donor privacy policy.
Highlighted [brackets] are blanks to replace with your own details.
Fill in the blanks and use this promptMore Sales prompts
What to fill in
- e.g. $10,000+
- e.g. new program launch, capital campaign, operating support
- executive director, board members, program staff
- e.g. one gift officer at 60% time
- ESTIMATE
How this prompt is built
This prompt follows the Few-Shot structure (Few-shot prompting). A few-shot prompt includes one or more worked examples of the input and the output you want, so the model can copy the pattern instead of guessing it.
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