Movement strengthening· Medium risk

Donor segmentation note

Segment the donor list for a smarter appeal.

When to use this prompt

Reach for this prompt when you need to segment the donor list for a smarter appeal. It's designed for Fundraiser. Typically used within Fundraising work.

Draft with AI, then have a colleague verify facts and tone before use.

How to use it

1
Gather your inputs
Have your local context, audience and goal to hand.
2
Fill in the template
Copy the template below and replace every bracketed placeholder with real, local context. Keep names and safeguarding details out.
3
Run it in your AI tool
Paste into your preferred AI assistant. Ask a follow-up if the output misses your association's tone or context.
4
Review with the checklist
Work through the human-review checklist below before you send, publish or act on the output.

Prefer a guided flow? Adapt with the guided builder — it fills placeholders from your association profile.

Prompt template

Given the donor list summary below, suggest 4 segments (e.g. lapsed, mid-value, monthly, first-time) with rationale, and a different message angle for each. Data summary: {DATA}. Do not include any individual donor names in the output.

Replace bracketed placeholders with real context. Never paste identifying details about children, health or safeguarding cases.

Worked example

DATA: [summary counts, ranges]

Why this prompt works

Right message, right people; protects individual identifiers.

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Adapt with the guided builder