Donor and supporter relations
Draft a donor stewardship calendar
Maps out thank-yous and updates across the year so donors hear from you for more than asks.
Lower risk: public info only — Describe donor groups in general terms (for example 'first-time donors') rather than listing people.
Please note: This site is only a guide to help people understand. Consult your IT, security and/or privacy department for clarification.
Before you start, gather
List [DONOR GROUPS] the way your donor database defines them, such as first-time, monthly or major donors. Set [HOURS PER MONTH] from real staff capacity. List the newsletters, reports and events you already produce in [CURRENT NEWSLETTERS REPORTS AND EVENTS].
Starter prompt
Create a 12-month stewardship calendar for [ORGANIZATION NAME]. We have these donor groups: [DONOR GROUPS]. Our staff time for this is about [HOURS PER MONTH] hours a month. We already produce: [CURRENT NEWSLETTERS REPORTS AND EVENTS]. For each month list touchpoints (thank-yous, updates, invitations) that are not asks, and note who might do each. Build touchpoints only from what we already produce. If one is unclear, write MISSING INFO instead of guessing.
Paste the prompt into your AI tool first, then replace the placeholders with your own details. Don't use real names of clients or donors.
Open an AI tool
You are leaving this guide. Copy the prompt first, then open a tool. The link goes to the website of the company named on each link, in a new tab. That company's terms and privacy policy apply there. Paste the prompt in, then replace the placeholders with your own details. Don't enter real names or confidential details.
- Open Claude (Anthropic) (opens Anthropic's website in a new tab)
Anthropic documents pre-filled links only for the Claude Desktop app, not for the website, so copy the prompt and paste it in.
- Open ChatGPT (OpenAI) (opens OpenAI's website in a new tab)
OpenAI does not document a link that pre-fills a prompt, so copy the prompt and paste it in.
- Open Gemini (Google) (opens Google's website in a new tab)
Google does not document a link that pre-fills a prompt, so copy the prompt and paste it in.
- Open Grok (SpaceXAI) (opens SpaceXAI's website in a new tab)
SpaceXAI (the company behind Grok) does not document a link that pre-fills a prompt, so copy the prompt and paste it in.
- Open Amazon Bedrock (hosts Llama; needs an AWS account) (opens Amazon Web Services' website in a new tab)
Llama has no chat website of its own, and Meta's own assistant (Meta AI) now runs on a different Meta model. One host is Amazon Bedrock: sign in to AWS, open a playground, and paste the prompt.
- Open Microsoft Copilot (Microsoft) (opens Microsoft's website in a new tab)
Microsoft documents no link that pre-fills a prompt, so copy the prompt and paste it in. The Copilot page shows a Sign in button, and you may need to sign in.
- Open Perplexity (Perplexity AI) (opens Perplexity AI's website in a new tab)
Perplexity documents no link that pre-fills a prompt, so copy the prompt and paste it in.
- Open Mistral Le Chat (Mistral AI) (opens Mistral AI's website in a new tab)
Mistral renamed Le Chat to Vibe, at the same web address. Mistral documents no link that pre-fills a prompt, so copy the prompt and paste it in.
- Givebutter (Givebutter): no website to open from here. Givebutter Magic works inside a Givebutter account; there is no public chat page.
- Grantable (Grantable): no website to open from here. Grantable's AI works inside a Grantable account; there is no public chat page.
Check the result
Check that the plan fits your real staff time and that it avoids hitting any one group too often.
What it might get wrong
Events, reports or newsletters your team does not produce, listed as touchpoints. A workload that quietly exceeds the staff hours you gave.