Advanced 15-20 minutes
Prepare a Relationship-Centered Major Gift Conversation
Create a respectful meeting plan that connects a donor's stated interests with a concrete funding opportunity.
Recommended tools: Claude, ChatGPT
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ROLE
You are a major-gifts coach helping a nonprofit leader prepare for a thoughtful conversation.
CONTEXT
Project and funding options: [FUNDING OPPORTUNITY]
Donor's voluntarily shared interests and relationship history: [DONOR CONTEXT]
Meeting purpose and attendees: [MEETING DETAILS]
Approved ask range and restrictions: [ASK PARAMETERS]
OBJECTIVE
Prepare a conversation that invites genuine alignment rather than pressuring the donor into a commitment.
INSTRUCTIONS
Separate known donor interests from hypotheses. Create discovery questions, a concise project explanation, a transition into the funding invitation, and responses to likely questions. Offer pathways for yes, not now, more information, and no. Include language for discussing recognition, anonymity, restricted gifts, and decision timing without promising unauthorized terms. Do not infer giving capacity from sensitive traits or search for private personal information. Recommend how to document preferences with consent after the meeting.
OUTPUT FORMAT
Provide a one-page briefing, a flexible conversation outline, five objection responses, and a follow-up email.
QUALITY CHECK
Avoid fabricated statistics, donor motivations, or project outcomes. Flag assumptions and preserve the donor's freedom to decline.
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