Skip to main content

AI-Enhanced Planned Giving Workshop

AI-Enhanced Planned Giving Workshop

1. Foundation

Exercise 1: Creating a Brand Voice Prompt

Use the following prompt with Claude or ChatGPT to generate a brand voice for your nonprofit:

Create a brand voice guide for our nonprofit organization with the following characteristics: – Name: [Your Organization Name] – Mission: [Brief mission statement] – Target audience: [Primary donor demographics] – Key values: [List 3-5 core values] Include guidelines for tone, language style, and key messaging themes. Provide examples of dos and don’ts for communication.

Exercise 2: Crafting a Donor Persona

Develop a detailed donor persona using this prompt:

Create a comprehensive donor persona for our organization with the following details: – Name: [Choose a name] – Age range: [Specify range] – Professional background: [Describe] – Giving capacity: [Estimate] – Motivations for giving: [List primary motivations] – Communication preferences: [Describe preferred channels and frequency] – Challenges or concerns about giving: [List potential objections] Provide a day-in-the-life scenario and explain how our organization fits into their philanthropic journey.

2. Identifying Planned Giving Donors

Exercise 3: Donor Scoring with AI

Use this prompt to develop a donor scoring system:

Develop a donor scoring system for planned giving prospects that considers the following factors: – Age – Wealth indicators – Giving history – Engagement level with the organization – Affinity to the cause Provide a scoring scale and explain how each factor should be weighted.

3. Personalizing Outreach

Exercise 4: Crafting Personalized Messages

Use this prompt to generate a personalized outreach message:

Write a personalized email to a potential planned giving donor using our brand voice and based on our donor persona. The email should introduce the concept of planned giving and invite them to a one-on-one meeting to discuss legacy options.

4. AI Tools and Resources

Exercise 5: Creating a Custom GPT

Follow these steps to create a custom GPT for ongoing use:

  1. Go to OpenAI’s GPT platform (chat.openai.com)
  2. Click on “Create a GPT” or similar option
  3. Define the purpose: “Planned Giving Assistant for [Your Organization]”
  4. Provide context: Upload your brand voice guide, donor persona, and key planned giving information
  5. Set parameters: Define the tone, knowledge boundaries, and response styles
  6. Test and refine: Interact with your GPT, asking various planned giving questions to ensure accurate and helpful responses
  7. Deploy: Share the access link with your team for consistent planned giving support

5. Marketing for Planned Giving

Exercise 6: Creating Diverse Marketing Materials

Use this prompt to generate a variety of marketing materials for your planned giving program:

Generate a set of marketing materials for our planned giving program, targeting both prospective and current donors. Use our organization’s brand voice and donor persona. Create the following: 1. A compelling subject line and brief email copy (150 words) introducing our planned giving options. 2. A social media post (280 characters max) that highlights the impact of legacy giving. 3. An outline for a blog post (5 main points with brief descriptions) about the benefits of planned giving for donors and their families. 4. A script for a 60-second video promoting our planned giving program, emphasizing emotional appeal and long-term impact. 5. Three headlines and accompanying short paragraphs (50 words each) for a brochure about different planned giving options (e.g., bequests, charitable gift annuities, donor-advised funds). Ensure all materials: – Align with our brand voice – Address common concerns or questions about planned giving – Highlight the long-term impact of legacy gifts – Include a clear call-to-action for next steps

6. Developing Donor Offers

Exercise 7: Creating Tailored Planned Giving Offers

Use this prompt to develop customized planned giving offers for your organization:

Based on our organization’s brand, mission, and current funding opportunities, develop a set of tailored planned giving offers for potential donors. Include the following elements: 1. Three distinct planned giving vehicles (e.g., charitable bequest, charitable gift annuity, charitable remainder trust) that align with our organization’s capacity and donor demographics. 2. For each vehicle, provide: a. A brief description (50 words) in layman’s terms b. Key benefits to the donor (list 3-5 points) c. Potential impact on our organization’s mission (2-3 sentences) d. A hypothetical case study demonstrating how this vehicle could work for a typical donor (100 words) 3. Suggest two unique naming opportunities for significant planned gifts, considering our organization’s programs or facilities. 4. Develop a tagline for each planned giving vehicle that encapsulates its essence and appeal (10 words or less each). 5. Create a brief value proposition (25 words) for our overall planned giving program that emphasizes the long-term impact and legacy aspect. 6. Recommend a minimum gift amount for each vehicle, taking into account our organization’s size and typical donor capacity. 7. Suggest one innovative or unique planned giving opportunity that sets our organization apart from others in our sector. Ensure all offers: – Reflect our organization’s brand voice and values – Address potential donor motivations and concerns – Highlight the tangible impact on our mission – Include clear next steps for interested donors

Additional AI Training Resources

Remember to always review and refine AI-generated content to ensure it aligns with your organization’s voice, values, and specific donor relationships.