Legacy giving conversation
Have a sensitive first legacy conversation.
When to use this prompt
Reach for this prompt when you need to have a sensitive first legacy conversation. 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
You'll need: Supporter context.Nice to have: Relationship history. - 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
Prepare a legacy conversation on behalf of {{association_name}}. Sensitivity first, family considered, no pressure.Replace bracketed placeholders with real context. Never paste identifying details about children, health or safeguarding cases.
What good output looks like
Talking points and follow-up plan.
Human review checklist
Tick each before you send or publish the output.
Why this prompt works
Legacy conversations honour a life; they are never about closing.
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