Prepare for a major gift ask meeting
A meeting plan with talking points, a specific ask, likely objections, and follow-up steps for a solicitation conversation.
The prompt
Help me prepare for a meeting where I will ask a donor for a major gift.
Donor: [relationship history, past gifts, interests, family or business context they have shared with us]
Who is attending from our side: [e.g. executive director and a board member]
What we are asking for: [AMOUNT, purpose, payment period, e.g. "$75,000 over 3 years for the youth mentoring expansion"]
Why this donor, why now: [their connection to this work and the timing]
Recognition options: [naming, listing, none]
Ways to give: [cash, pledge, stock, DAF grant, IRA qualified charitable distribution, etc.]
Give me:
1. A meeting flow: warm-up, recap of their involvement, the vision and need, the ask, then silence.
2. The ask in one or two sentences, with a specific amount and purpose, and who on our side says it.
3. Three questions to learn what matters to them before the ask.
4. Likely responses and how to handle each: yes, "I need to talk to my spouse or advisor", "that's more than I expected", "not now", and a lower counteroffer.
5. Points about giving vehicles to mention, without giving tax advice; suggest they consult their advisor.
6. A follow-up plan: thank-you within 48 hours, a written proposal or pledge agreement, and the next stewardship touch.
Keep it conversational, not scripted. Mark any figures or outcomes I have not confirmed as [CONFIRM].
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. executive director and a board member
- their connection to this work and the timing
- naming, listing, none
- CONFIRM
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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