Donor segmentation note
Donor segments with treatments, and warnings on small groups.
When to use
At the start of the fundraising year, or before a big appeal. Use a summary of donor data, never individual records.
Prompt template
From this anonymised donor data summary ({SUMMARY}), propose 4–6 segments. For each: description, size, average gift, retention rate, recommended stewardship approach, recommended ask cadence, one thing NOT to do. Do not invent segments — base every one on the data. Flag any segment too small to treat separately.Replace each highlighted placeholder with real context. Keep names and safeguarding details out.
When to use this prompt
Reach for this prompt when you need to donor segments with treatments, and warnings on small groups. It's designed for Fundraising. 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 highlighted placeholders
Copy the template above and replace every highlighted placeholder with real, local context. - 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. - 4
Work through the checklist
Tick every item before you send, publish or act on the output.
Why this prompt works
Turns donor data into practical stewardship without over-segmenting.
Worked example
Summary: 1,200 donors, mode gift £10 monthly, 15% lapsed last year
What good output looks like
A segment plan with treatments and warnings on small groups.
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