Prepare for Donor Outreach

Quickly prep for a call or meeting with a clear view of recent gifts, status changes, and activity. You can adjust the time period in the prompt to focus on the history that's most relevant for your conversation.

When you chain the prompts, you can quickly turn these insights into relevant, personalized talking points for your next conversation.

Tip iconTip: When you ask questions about a specific constituent or record, the top of the Chat for Blackbaud AI window updates to show who or what you're Working with.

Prompt

Summarize what's new with constituent [NAME] since last month?

After reviewing the first response, use this follow-up prompt to prep for your discussion. Adjust the action type if necessary.

I need phone call talking points for this donor.

After you complete the phone call, create an action record with detailed notes and save it.

Create a phone call action for this donor.

Now you're ready to plan the next step and keep the relationship moving forward.

Sample Response

Prompt 1

Since 03/11/2026, Dr. Robert C. Hernandez has had a new action recorded, which is a phone call scheduled for 03/19/2026 to confirm his commitment and express gratitude for his support.

Additionally, there have been no changes to his gifts, opportunities, memberships, event participation, or volunteer jobs/timesheets during this period. It is important to follow up on the upcoming email to ensure continued engagement and support from Dr. Hernandez.

Prompt 2

Here are some talking points for your phone call with Dr. Robert C. Hernandez:

  • Thank You for Support: Start by expressing heartfelt gratitude for his generous contribution of $5,418 towards the Playground Campaign on April 18, 2025. Emphasize how impactful his support is to the organization and the children involved in the Young Explorers Program.

  • Experience with the Organization: Ask Dr. Hernandez about his experience with the Young Explorers Program. This will help you understand his perspective and build a stronger connection.

  • New Opportunities: Share any new opportunities or initiatives related to the Young Explorers Program that he might be interested in. Highlight how his involvement can make a difference and align with his vision of spreading success.

  • Event Participation: Thank him for attending the Golf Tournament in 2025 and express appreciation for his participation as a Golfer. Ask if he enjoyed the event and if he has any feedback or suggestions.

Remember to listen actively during the conversation and foster a meaningful dialogue that reinforces his commitment to the organization.

Best of luck with your call!

Prompt 3