Create a New Opportunity

Create a structured opportunity to track a potential major gift, so key details like purpose, ask amount, status, and deadlines stay visible and nothing falls through the cracks. This is a review and save experience, not an instant create. Blackbaud AI prepares a prefilled opportunity for review, but nothing is saved until you open it, confirm the details, and complete the save step.

Results are best when you provide the full name exactly as it appears in your system. If the name is common, you may be asked to clarify which constituent. You can include additional opportunity details in your prompt to prefill the record. Any details you don't provide can be reviewed or completed before you save.

• Purpose: Explains why the opportunity exists.

• Name: A short, clear title for the opportunity.

• Status: Indicates the current stage of the opportunity.

• Deadline: Sets when the opportunity should be completed.

• Ask amount: Specifies the amount you're requesting.

Here's an example of a complete prompt with all opportunity details included: "Create a new opportunity for Jane Smith named 'Annual Fund Major Gift' for the Annual Fund, with a status of Cultivation, an ask amount of $10,000, and a deadline of December 31, 2026."

Prompt

Create a new opportunity for [NAME] for [PURPOSE].

Sample Response