How a fundraiser can use AI, task by task

I work as a fundraiser. Part of my job is to secure commitments of participation or donation from individuals or corporate donors.

Context: We use Microsoft Excel; the work draws on sales and marketing, economics and accounting and customer and personal service.
Campaign: [describe]
Donors and prospects: [paste anonymized data]

Analyze the pipeline and suggest priorities. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

I work as a fundraiser. Part of my job is to solicit cash or in-kind donations or sponsorships from individual, business, or government donors.

Context: We use Microsoft Excel; the work draws on sales and marketing, economics and accounting and customer and personal service.
Campaign: [describe]
Donors and prospects: [paste anonymized data]

Analyze the pipeline and suggest priorities. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

I work as a fundraiser. Part of my job is to monitor progress of fundraising drives.

Context: We use Microsoft Excel; the work draws on sales and marketing, economics and accounting and customer and personal service.
Campaign: [describe]
Data: [paste gifts, budget, expenses]

Show progress vs goal, cost per dollar raised, and where to focus next. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

I work as a fundraiser. Part of my job is to conduct research to identify the goals, net worth, charitable donation history, or other data related to potential donors, potential investors, or general donor markets.

Context: The work draws on sales and marketing, economics and accounting and customer and personal service.
Records: [paste bills, statements]
Purpose: [cost control, research, review]

Flag unusual items and questions. Make a table: requirement, met / not met / unclear, and the exact evidence.

I work as a fundraiser. Part of my job is to explain the tax advantages of contributions to potential donors.

Context: The work draws on sales and marketing, economics and accounting and customer and personal service.
Information: [tax advantages, assessments]
Audience: [donors, property owners]

Explain clearly with an example. Use plain language, one everyday analogy, and the questions people are most likely to ask with short answers.

I work as a fundraiser. Part of my job is to attend community events, meetings, or conferences to promote organizational goals or solicit donations or sponsorships.

Context: We use Salesforce software and Blackbaud The Raiser's Edge; the work draws on sales and marketing, economics and accounting and customer and personal service.
Program: [describe]
Audience: [students, community]

Draft a recruitment pitch and FAQs. Keep claims honest, list likely objections with responses, and role-play the other side so I can practice.

I work as a fundraiser. Part of my job is to monitor budgets, expense reports, or other financial data for fundraising organizations.

Context: We use Microsoft Excel; the work draws on sales and marketing, economics and accounting and customer and personal service.
Campaign: [describe]
Data: [paste gifts, budget, expenses]

Show progress vs goal, cost per dollar raised, and where to focus next. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

I work as a fundraiser. Part of my job is to develop fundraising activity plans that maximize participation or contributions and minimize costs.

Context: We use Tessitura Network Tessitura Software and Microsoft Excel; the work draws on sales and marketing, economics and accounting and customer and personal service.
Plan: [fundraising, product lifecycle, business]
Inputs: [goals, costs, resources]

Draft the plan with activities, timeline, budget and targets. Lay it out as a table with steps, owner, timing and what could go wrong, then list the decisions I still need to make.

I work as a fundraiser. Part of my job is to contact corporate representatives, government officials, or community leaders to increase awareness of organizational causes, activities, or needs.

Context: We use Constant Contact; the work draws on sales and marketing, economics and accounting and customer and personal service.
Policy or update: [describe]
Audience: [staff, organizations]

Draft an announcement and talking points. Use plain language, one everyday analogy, and the questions people are most likely to ask with short answers.

I work as a fundraiser. Part of my job is to establish fundraising or participation goals for special events or specified time periods.

Context: We use Tessitura Network Tessitura Software and Microsoft Excel; the work draws on sales and marketing, economics and accounting and customer and personal service.
Program: [fundraising, service]
Context: [resources, history]

Draft SMART goals and job specs or schedules. Lay it out as a table with steps, owner, timing and what could go wrong, then list the decisions I still need to make.

I work as a fundraiser. Part of my job is to recruit sponsors, participants, or volunteers for fundraising events.

Context: We use Tessitura Network Tessitura Software and Structured query language SQL.
Roles: [describe]
Channels: [job fairs, ads]

Organize a recruitment plan and applicant information sheet. Point out anything missing or inconsistent and suggest a template I can reuse.

I work as a fundraiser. Part of my job is to plan and direct special events for fundraising, such as silent auctions, dances, golf events, or walks.

Context: We use Tessitura Network Tessitura Software and Microsoft Excel; the work draws on sales and marketing, economics and accounting and customer and personal service.
Event: [fundraiser, engagements]
Details: [describe]

Plan schedule, tasks and budget. Lay it out as a table with steps, owner, timing and what could go wrong, then list the decisions I still need to make.

I work as a fundraiser. Part of my job is to secure speakers for charitable events, community meetings, or conferences to increase awareness of charitable, nonprofit, or political causes.

Context: We use Tessitura Network Tessitura Software and Microsoft Excel; the work draws on sales and marketing, economics and accounting and customer and personal service.
Event: [fundraiser, engagements]
Details: [describe]

Plan schedule, tasks and budget. Lay it out as a table with steps, owner, timing and what could go wrong, then list the decisions I still need to make.