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Movement strengthening· Medium risk

Funder research brief

Summarise a potential funder in one page.

When to use this prompt

Reach for this prompt when you need to summarise a potential funder in one page. 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. 1

    Gather your inputs

    Have your local context, audience and goal to hand.
  2. 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. 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. 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

Produce a one-page brief on {FUNDER}: mission, funding priorities, typical grant size and length, recent grants, eligibility, application process, deadline, and fit with our work in {AREA}. Flag anything I must verify. Do not invent facts.

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

Worked example

FUNDER: [name] · AREA: youth mental health

Why this prompt works

Cuts prep time; keeps you honest about what needs verifying.

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YMCA AI Adoption Toolkit

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    Never enter identifying information about children, health or safeguarding cases into any AI tool. AI drafts, humans decide.

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