Donor segmentation note
When to use: at the start of the fundraising year, or before a big appeal. How to use: give AI your donor data summary (never individual records) and ask for segments with treatments.
When to use this prompt
Reach for this prompt when you need to when to use: at the start of the fundraising year, or before a big appeal. How to use: give AI your donor data summary (never individual records) and ask for segments with treatments. It's designed for Fundraising Lead. 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
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 bracketed placeholders with real context. Never paste identifying details about children, health or safeguarding cases.
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.
Why this prompt works
Turns donor data into practical stewardship without over-segmenting.
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