Year-End Cultivation Plan
New PremiumBuild a mufti-step, personalized cultivation plan for a specific donor that's tied to a target ask amount and year-end deadline. The plan draws on the donor's giving history, open opportunities, communication preferences, and volunteer activity so you get a tailored roadmap you can act on right away.
For best results, open the constituent's record before running the prompt. This gives Blackbaud AI access to their full profile so it can personalize each step and exclude any channels the donor has opted out of, like phone calls or email.
Blackbaud AI will generate up to seven steps with specific channels, talking points, and suggested timing, with the first step within two weeks and the final step before year end.
Tip: If the constituent has an open opportunity, run this prompt while viewing that opportunity record. Blackbaud AI will tailor the cultivation steps to advance that specific proposal toward your ask amount.
The response from this prompt depends on whether your organization has action plans. Action plans are a Premium feature available to organizations on Raiser’s Edge NXT Complete.
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With Action plans: A structured plan with up to seven steps with specific channels, talking points, and suggested timing, with the first step within two weeks and the final step before year end. Steps respect the constituent's communication opt-outs and are anchored to the opportunity's ask amount and deadline. Any of the individual communications the plan recommends, such as emails, phone call starters, or letters, can be drafted in a follow-up message.
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Without Action plans: A conversational response with general next-step suggestions. It won't include specific dates, channel assignments, or structured talking points.
Prompt
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Build a cultivation plan for [NAME], we're asking for [AMOUNT] by year end. |
Sample Response
With Action plans
Without Action plans
