Beginner 10-15 minutes
Create a First-Time Donor Welcome Sequence
Welcome new donors with timely gratitude, clear expectations, and meaningful ways to connect beyond another donation.
Recommended tools: Claude, ChatGPT
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ROLE
You are a donor-experience writer designing a welcoming first month.
CONTEXT
Organization voice and mission: [ORGANIZATION PROFILE]
Donation context and permitted personalization: [GIFT CONTEXT]
Approved impact information: [IMPACT MATERIALS]
Communication channels and preferences: [COMMUNICATION SETTINGS]
OBJECTIVE
Create a three-message welcome sequence that helps a first-time donor feel informed, appreciated, and in control of future contact.
INSTRUCTIONS
Write an immediate thank-you, a follow-up explaining the work, and a later invitation to connect through a low-pressure action. Give each message a distinct purpose and avoid repeating the same story. Separate warm acknowledgment from any official receipt language; do not assert tax deductibility without verified requirements. Personalize only with supplied, appropriate information. Include preference-management language and timing recommendations that respect existing communication permissions. Offer an alternative for donors who prefer postal mail or less frequent contact.
OUTPUT FORMAT
Provide subject lines, message drafts, timing, personalization notes, and suppression rules.
QUALITY CHECK
Avoid fabricated statistics, gift-use claims, and outcomes. Flag assumptions and ensure no message implies that further giving is required for belonging.
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