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Non-Profit & Fundraising

Grant writing, donor relations, volunteer management, and social advocacy campaign planning.

GPT-4oAdvanced

Social Return on Investment (SROI) Analysis

Use Case: Proving the economic value of social interventions to major donors and governments.

Act as a Social Economist. Help us calculate the 'Social Return on Investment' (SROI) for our [Insert Program]. 1. Identify the 'Stakeholders' who experience change. 2. Assign 'Financial Proxies' to non-monetary outcomes (e.g., the value of improved mental health). 3. Calculate the 'Total Impact' value. 4. Account for 'Deadweight' (what would have happened anyway). 5. Provide the final SROI ratio (e.g., For every $1 invested, $X of social value is created).
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Claude 3.5 SonnetAdvanced

Endowment Fund Investment & Spending Policy

Use Case: Protecting and growing the organization's long-term wealth through professional fund management.

Act as a Non-Profit Financial Advisor. Draft an 'Investment and Spending Policy Statement' (IPS) for our endowment fund. 1. Define the 'Risk Tolerance' and 'Asset Allocation' (Stocks vs Bonds). 2. Set the 'Annual Spending Rate' (e.g., 4% of the rolling 3-year average). 3. Establish 'Ethical Investing' (ESG) criteria for the fund. 4. Outline the 'Governance' of the investment committee. Ensure alignment with UPMIFA standards.
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GPT-4oIntermediate

Grant Prospect Research Strategy

Use Case: Finding the right foundations and grantors to fund specific programs.

Act as a Grant Researcher. Help us build a 'Grant Pipeline.' 1. List 10 keywords for our cause: [Insert Cause]. 2. Suggest 3 databases/tools to search for funders. 3. Provide a 'Vetting Checklist' to see if a foundation is a good fit (giving history, geographic focus, average gift). 4. Draft a 'Letter of Inquiry' (LOI) template to introduce our organization to a new foundation.
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Claude 3.5 SonnetAdvanced

Non-Profit Advocacy & Lobbying Framework

Use Case: Influencing legislation safely and legally within non-profit tax regulations.

Act as a Public Policy Advisor. Help our 501(c)(3) non-profit navigate 'Advocacy vs. Lobbying.' 1. Define the 'H Election' and expenditure limits. 2. Draft a 'Legislative One-Pager' to give to lawmakers about [Issue]. 3. Outline a 'Coalition Building' strategy (partnering with other NGOs). 4. Design a 'Lobby Day' itinerary for our supporters. 5. Provide a 'Compliance Checklist' to ensure we don't violate our tax-exempt status.
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GPT-4oIntermediate

Non-Profit Event ROI & Post-Mortem

Use Case: Evaluating the financial and social success of a fundraising event.

Act as an Event Strategist. We just finished our [Event Name]. 1. Calculate the 'Cost to Raise a Dollar' (CRD). 2. Analyze 'New Donor Acquisition' vs 'Existing Donor Upsells.' 3. Identify 3 operational bottlenecks from the day of the event. 4. Propose a 'Donor Conversion' follow-up for event attendees who did not donate. 5. Provide a template for a 'Thank You' video script for our top sponsors.
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Claude 3.5 SonnetIntermediate

Fundraising Direct Mail Appeal Writer

Use Case: Reaching older or offline donor segments through traditional physical mail.

Act as a Direct Mail Copywriter. Draft a 2-page fundraising letter for our [Holiday/Seasonal] appeal. Include: 1. A 'Grabber' opening sentence. 2. A specific 'Call to Action' with 3 price points (e.g., $25, $50, $100). 3. A 'P.S.' that restates the urgency. 4. Design suggestions for the 'Outer Envelope' and the 'Remittance Device' (the form they send back). Ensure the language is at a 6th-grade reading level for high accessibility.
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GPT-4oAdvanced

Non-Profit Executive Succession Plan

Use Case: Ensuring organizational stability during a leadership change.

Act as a Board Governance Consultant. Draft an 'Executive Director Succession Plan' for both 'Emergency' and 'Planned' transitions. 1. Define the 'Interim Leadership' structure. 2. Create a 'Search Committee' charter. 3. Outline the 'Knowledge Transfer' process (passwords, donor lists, relationships). 4. Draft the 'Board and Staff Communication' plan for the announcement. 5. Provide a '90-Day Onboarding' roadmap for the new leader.
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Claude 3.5 SonnetIntermediate

Giving Tuesday Campaign Blueprint

Use Case: Capitalizing on the biggest global day of giving to boost end-of-year revenue.

Act as a Campaign Manager. Design our '#GivingTuesday' strategy. 1. Set a 'Campaign Goal' (e.g., $10k or 100 new donors). 2. Provide a 7-day countdown content plan. 3. Draft the 'Main Appeal' email for the big day. 4. Propose a 'Matching Gift' or 'Challenge' to drive urgency. 5. Suggest a 'Day-After' thank you sequence that reports the final total to all supporters.
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GPT-4oBeginner

Volunteer Feedback & Satisfaction Audit

Use Case: Reducing volunteer turnover and improving the volunteer experience.

Act as a Volunteer Engagement Specialist. 1. Draft a 10-question 'Volunteer Satisfaction Survey.' 2. Include questions on: Training quality, feeling of impact, and communication. 3. Provide a template for an 'Exit Interview' for volunteers who are leaving. 4. Suggest 3 'Recognition Ideas' based on feedback that volunteers value (e.g., certificates vs. networking events).
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Claude 3.5 SonnetBeginner

Matching Gift Program Promotion Strategy

Use Case: Doubling donation revenue by leveraging corporate matching programs.

Act as a Fundraising Marketer. Help us promote 'Matching Gifts' to our donors (where their employers match their donation). 1. Draft an email specifically explaining 'Double the Impact.' 2. Create social media 'Reminder' posts for year-end giving. 3. Suggest how to integrate a 'Matching Gift Search Tool' on our donation page. 4. Write a 'Thank You' email to a donor whose gift was just matched by their company.
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GPT-4oIntermediate

Transparency & Accountability Policy Writer

Use Case: Building public trust and ensuring legal and ethical compliance.

Act as a Governance Expert. Draft a 'Transparency and Accountability Policy' for our non-profit. Include sections on: 1. Financial disclosure (IRS Form 990, annual audits). 2. Conflict of interest for board and staff. 3. Whistleblower protection. 4. Executive compensation philosophy. 5. Beneficiary feedback mechanisms. This document is intended to build public trust and meet 'Charity Navigator' high-rating standards.
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Claude 3.5 SonnetIntermediate

Digital Advocacy & Awareness Campaign

Use Case: Using digital platforms to drive systemic change and public awareness for an important cause.

Act as an Advocacy Director. Create a social media campaign to raise awareness and drive action for [Issue, e.g., Climate Policy or Youth Literacy]. 1. Define the 'Target Policy Change' or goal. 2. Provide a 30-day content calendar. 3. Draft a 'Call to Action' (e.g., sign a petition, call a representative). 4. Suggest 3 'Viral' hooks to explain complex issues simply. 5. Include metrics for measuring 'Influence' vs just 'Likes.'
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GPT-4oIntermediate

Non-Profit & Corporate Partnership Pitch

Use Case: Securing corporate sponsorships and long-term business partnerships.

Act as a Corporate Relations Manager. Draft a partnership pitch for a company: [Insert Company Name]. Focus on 'Shared Value.' 1. Identify how our mission aligns with their CSR (Corporate Social Responsibility) or ESG goals. 2. Propose 3 ways to partner: Employee volunteering, cause-marketing, or direct grants. 3. Detail the 'Brand Benefits' they will receive (e.g., logo on report, social shoutouts). 4. Draft the initial 'Cold Outreach' LinkedIn message.
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Claude 3.5 SonnetAdvanced

Legacy (Planned) Giving Program Design

Use Case: Securing the future of an organization through long-term planned gifts and endowments.

Act as a Planned Giving Specialist. Design a 'Legacy Giving' (Wills and Bequests) program for our non-profit. 1. Create a 'Legacy Society' name and branding. 2. Draft 'Language for Wills' that donors can give to their lawyers. 3. Suggest a 'Marketing Sequence' specifically for long-term, loyal donors. 4. List the legal/ethical considerations for accepting complex assets (e.g., real estate or stocks).
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GPT-4oAdvanced

Major Gift Solicitation Script & Strategy

Use Case: Securing significant donations from individuals through personalized, face-to-face solicitation.

Act as a Major Gifts Officer. I am meeting with a high-net-worth individual for a 'Discovery' and 'Ask' meeting. 1. Provide a 3-step 'Discovery' questionnaire (to learn their interests). 2. Draft the 'Pitch' for a specific [Insert Amount] gift for [Project]. 3. Provide rebuttals for common objections (e.g., 'I already give elsewhere'). 4. Suggest the 'Next Steps' follow-up email to secure the commitment.
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Claude 3.5 SonnetIntermediate

Ethical Storytelling for Fundraising

Use Case: Raising money while respecting the dignity and agency of the people you serve.

Act as a Communications Ethicist. Help us rewrite our fundraising appeal to move from 'Poverty Porn' to 'Ethical, Asset-Based Storytelling.' 1. Review current copy: [Insert Copy]. 2. Shift the focus from 'Victimhood' to 'Agency.' 3. Ensure the individualโ€™s dignity is preserved. 4. Draft a 'Consent Form' for beneficiaries to sign before their stories are used. 5. Provide 3 tips for 'Community-Centric Fundraising' (CCF) alignment.
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GPT-4oAdvanced

Non-Profit 5-Year Strategic Plan

Use Case: Defining the long-term vision and operational roadmap for an organization's growth.

Act as a Non-Profit Strategic Planner. Help us draft our '5-Year Strategic Plan.' 1. Refresh our Vision, Mission, and Core Values. 2. Perform a SWOT analysis for the sector. 3. Set 3 'Strategic Pillars' (e.g., Capacity Building, Geographic Expansion, Advocacy). 4. Establish Year 1โ€“5 milestones. 5. Design a 'Financial Sustainability' model (Diversifying income streams). 6. Suggest 'Governance Improvements' to support this growth.
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Claude 3.5 SonnetAdvanced

NGO Crisis Communication & PR Strategy

Use Case: Protecting the organization's reputation and trust during a public relations emergency.

Act as a PR Specialist for Non-Profits. Draft a 'Crisis Communication Plan' for a potential issue: [Describe Issue, e.g., funding loss or leadership controversy]. 1. Identify the 'Crisis Response Team.' 2. Draft 'Holding Statements' for the press and donors. 3. Create an 'Internal Communication' plan for staff and volunteers. 4. Outline the 'Social Media Protocol' (e.g., when to pause posts). 5. Provide a 'Reputation Recovery' roadmap for the first 30 days post-crisis.
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GPT-4oIntermediate

Non-Profit Board Deck & Meeting Narrative

Use Case: Ensuring the Board of Directors is well-informed and effectively governed.

Act as an Executive Director. Prepare the 'Board Packet' for our quarterly meeting. 1. Draft an 'Executive Summary' of the last 90 days. 2. Create the 'Financial Health' slide narrative (Revenue vs. Expenses). 3. Outline 3 'Strategic Decisions' the board needs to vote on. 4. Provide a 'KPI Dashboard' summary. 5. Include a 'Mission Moment' story to keep the board connected to the work on the ground.
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Claude 3.5 SonnetIntermediate

Peer-to-Peer Fundraising Campaign Kit

Use Case: Empowering your community to raise money on your behalf through their own networks.

Act as a Digital Fundraising Strategist. Create a 'Peer-to-Peer Fundraising Toolkit' for our supporters. 1. Draft 3 'Sample Social Media Posts' (IG, FB, LinkedIn). 2. Write an 'Email Template' for supporters to send to friends/family. 3. Suggest a 'Campaign Challenge' (e.g., Run 5k, Zero Waste week). 4. Provide 'Fundraising Tips' for individuals. 5. Create a 'Progress Update' template to help them reach their goal.
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Claude 3.5 SonnetIntermediate

Annual Impact Report Content Builder

Use Case: Telling a compelling story of success to donors, partners, and the community.

Act as a Communications Director. We need to create our 'Annual Impact Report.' 1. Draft the 'Year in Review' narrative. 2. Create a 'Letter from the Executive Director.' 3. Suggest 5 'Infographic' ideas to visualize our data: [Insert Data, e.g., 10k meals served]. 4. Provide a section for 'Financial Transparency' (where the money went). 5. Draft 3 'Success Stories' that highlight individual lives changed by our work.
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GPT-4oBeginner

Volunteer Onboarding & Training Manual

Use Case: Standardizing the volunteer experience to ensure safety and alignment with the mission.

Act as a Volunteer Manager. Draft an 'Onboarding Handbook' for new volunteers at [Non-Profit Name]. Include: 1. Mission and Values. 2. Code of Conduct and Ethics. 3. Safety and Liability protocols. 4. Detailed 'Role Descriptions.' 5. A 'First Day Checklist.' 6. Information on how to track hours. Ensure the tone is welcoming, empowering, and clearly professional.
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Claude 3.5 SonnetAdvanced

Theory of Change & Logic Model Designer

Use Case: Clarifying the roadmap from resources to social impact for stakeholders and grantors.

Act as a Social Impact Consultant. Help us build a 'Theory of Change' and a 'Logic Model' for our program: [Program Name]. 1. Define the 'Ultimate Goal' (The long-term impact). 2. Identify 'Outcomes' (Intermediate changes). 3. List 'Outputs' (Direct products of activities). 4. Detail 'Activities' and 'Inputs' (Resources). 5. Identify the 'Assumptions' and 'External Factors' that could affect success. Provide this in a structured table or visual flowchart description.
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GPT-4oIntermediate

Donor Stewardship & Retention Plan

Use Case: Moving beyond one-time donations to build long-term relationships with supporters.

Act as a Development Director. Create a 12-month 'Donor Stewardship Plan' to increase retention for [Non-Profit Name]. 1. Design a 'Welcome Sequence' for first-time donors. 2. Outline a tiered communication strategy (Monthly newsletters vs. personalized calls for major donors). 3. Propose 3 unique 'Impact Reporting' moments. 4. Draft a 'Thank You' letter template that focuses on the donor as the hero of the story.
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Claude 3.5 SonnetAdvanced

Master Grant Proposal Writer

Use Case: Drafting high-quality, professional grant applications to secure institutional funding.

Act as a Professional Grant Writer. I am applying for a grant from [Grantor Name] for the amount of [Amount]. Our project is [Project Name/Description]. Draft a compelling proposal including: 1. Executive Summary. 2. Statement of Need (backed by data). 3. Project Goals and Objectives (SMART). 4. Methodologies. 5. Evaluation Plan. 6. Budget Narrative. Ensure the tone is persuasive, evidence-based, and perfectly aligned with the grantor's mission.
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