Stewardship call script for a mid-level donor
When to use: after a gift of £500–£5000, or after a lapsed donor returns. How to use: give AI the donor's giving history in general terms — get a warm phone call structure with prompts.
When to use this prompt
Reach for this prompt when you need to when to use: after a gift of £500–£5000, or after a lapsed donor returns. How to use: give AI the donor's giving history in general terms — get a warm phone call structure with prompts. 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
Draft a phone stewardship script for a {LEVEL} donor who has {GIVING_HISTORY}. Structure: opening, sincere thank-you referencing the specific programme, 2 open questions to learn about their motivation, one recent impact story, invitation to a specific low-pressure moment, warm sign-off. No ask. Under 300 words. Sound like a human, not a script.Replace bracketed placeholders with real context. Never paste identifying details about children, health or safeguarding cases.
Worked example
Level: £1,000/year for 3 years\nHistory: consistent, gave to appeals and monthly
What good output looks like
A conversational script the caller adapts on the day.
Why this prompt works
Stewards mid-level donors properly without escalating too fast to a bigger ask.
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