In the pack: ChatGPT, Claude & Gemini Prompts for Nonprofits & Charities
Discovery Meeting Plan for a Potential Major Gift
Prompt
What I know about the supporter and the relationship: {{SUPPORTER_BACKGROUND}}
The project or area we may invite them to support: {{PROJECT_AREA}}
Stage of the relationship (new, cultivating, ready to explore a gift): {{RELATIONSHIP_STAGE}}
Produce:
1. A meeting plan with a goal that is about learning, not asking: opening, three themes, close.
2. Twelve open questions that explore what matters to them and how they like to be involved, in order, with notes on when to stay quiet.
3. How to explain our work in 60 seconds using only the facts I provide.
4. Signals that they might be ready to talk about a gift, and a gentle way to test that.
5. What to do if they raise a concern or ask for information I do not have: a short script that promises a follow-up by a stated date.
6. A follow-up note template to send within 24 hours.
Keep the language warm and professional, avoid pressure tactics, and suggest no ask amount unless I gave one. Remind me that the supporter may always decline.
Output: the plan with headed sections.
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About this prompt
“Discovery Meeting Plan for a Potential Major Gift” is a free prompt for ChatGPT in the Business category, 194 words long, added to The Prompt Index on October 28, 2026 by The Prompt Index. Copy it with the button above, paste it into ChatGPT or any other AI chat assistant, and send it.
It has 3 placeholders to fill in first:
{{SUPPORTER_BACKGROUND}}, {{PROJECT_AREA}}, {{RELATIONSHIP_STAGE}}.
Use the “Customize this prompt” fields to personalise it before you copy.
Recommended models: ChatGPT, Claude, Gemini.
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