Donor and supporter relations
Prepare a meeting prep sheet from public information about a prospect
Organizes what you already know publicly into talking points and questions for a donor meeting.
Take care first — Use only information the person has shared publicly; leave out wealth estimates, health or family details, and your CRM notes.
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
Copy [PUBLIC INFORMATION FROM A PUBLISHED BIO] from the person's own published bio, board page or interview. Write [PROSPECT'S ROLE OR INTEREST] from that same source.
Starter prompt
Help me prepare for a first meeting with a possible supporter whose public role or interest is [PROSPECT'S ROLE OR INTEREST]. Here is what is publicly known: [PUBLIC INFORMATION FROM A PUBLISHED BIO]. Our organization is [ORGANIZATION NAME]. Suggest 8 open-ended questions that focus on their interests, a short way to describe our work, and 3 things to avoid saying. Stay with the public information I give you. Do not guess about the person's giving, wealth or family.
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
Confirm every detail came from a public source you trust, and drop anything that feels like prying. Do not infer wealth, health or family details.
What it might get wrong
Giving history, wealth, board seats or hobbies that are not in the bio you pasted, and meeting questions built on those invented details.