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1 Free + 39 Premium Resources

The Big Gift
AI Toolkit

Everything you need to start using AI in your fundraising — right now. Templates, prompts, worksheets, guides, and frameworks built specifically for nonprofit and advancement professionals.

40

Resources

50+

AI Prompts

1

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Users

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J

Good Morning

Jane Fundraiser

VP of Development · Nonprofit Leader

Current Role

VP of Development

Community Foundation

Top Goal

Raise $2M by end of fiscal year using AI-powered donor segmentation

65% progress

Next Action

Due Soon

Complete AI donor research prompt template for major gifts team

Active Campaign

Annual Fund 2025

Goal: $500K · Raised: $327K

Dashboard
Goals
Community

Sample Preview

Templates

Ready-to-use documents

AI Prompts

Copy-paste prompts

Guides

In-depth playbooks

Training

Team curriculum

All Resources

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Fundraising Fundamentals

Major Gifts 101

Learn the foundational principles of identifying, cultivating, soliciting, and stewarding major donors.

What's Included

  • Identification frameworks
  • Cultivation strategies
  • Solicitation best practices
  • Stewardship playbook
PDF
Fundraising Fundamentals

Annual Giving Starter Guide

A practical guide to building sustainable annual giving programs.

What's Included

  • Program structure templates
  • Donor segmentation guide
  • Campaign calendar
  • Metrics dashboard
PDF
Fundraising Fundamentals

Donor Stewardship Checklist

Ensure every donor feels appreciated and connected to your mission.

What's Included

  • Stewardship touchpoint list
  • Acknowledgment templates
  • Impact reporting guide
  • Retention strategies
PDF + Excel
Fundraising Fundamentals

Fundraising Metrics Dashboard Template

Track the KPIs that matter most to fundraising success.

What's Included

  • Pre-built dashboard template
  • KPI definitions
  • Benchmarking guide
  • Reporting cadence
Excel + PDF
Fundraising Fundamentals

Building a Donor Pipeline

Learn how to move prospects from identification to investment.

What's Included

  • Pipeline stages framework
  • Prospect scoring model
  • Move management tracker
  • Conversion benchmarks
PDF
Fundraising Fundamentals

Fundraising Event Planning Toolkit

A complete planning guide for successful fundraising events.

What's Included

  • Event planning timeline
  • Budget template
  • Volunteer coordination guide
  • Post-event debrief checklist
PDF + Excel
Fundraising Fundamentals

Sponsorship Package Template

Create professional sponsorship opportunities that attract support.

What's Included

  • Tiered sponsorship structure
  • Benefits matrix
  • Proposal template
  • Follow-up email scripts
Word + PDF
Fundraising Fundamentals

Donor Meeting Preparation Worksheet

Prepare for donor visits with confidence and strategy.

What's Included

  • Pre-meeting research checklist
  • Conversation guide
  • Ask strategy planner
  • Post-meeting action steps
PDF
AI for Fundraisers

50 AI Prompts Every Fundraiser Should Know

Ready-to-use prompts designed specifically for fundraising professionals.

What's Included

  • 50 copy-paste prompts
  • Organized by use case
  • Customization tips
  • Best model recommendations
PDF
AI for Fundraisers

AI Policy Template for Nonprofits

A starting framework for responsible AI adoption.

What's Included

  • Policy framework template
  • Staff usage guidelines
  • Data privacy checklist
  • Board approval guide
Word + PDF
AI for Fundraisers

ChatGPT for Donor Communications

Use AI to draft stronger donor-centered communications.

What's Included

  • Prompt library for outreach
  • Editing & tone guide
  • Sample before/after letters
  • Personalization strategies
PDF
AI for Fundraisers

AI Stewardship Letter Generator Guide

Learn how to personalize stewardship at scale.

What's Included

  • Step-by-step generator guide
  • Prompt templates
  • Personalization variables
  • Quality review checklist
PDF
AI for Fundraisers

AI Prospect Research Starter Kit

Discover practical ways to accelerate donor research.

What's Included

  • Research prompt library
  • Data synthesis framework
  • Source verification guide
  • Profile template
PDF
AI for Fundraisers

AI Event Planning Toolkit

Use AI to streamline event planning and execution.

What's Included

  • AI planning prompts
  • Logistics checklist
  • Marketing copy templates
  • Post-event analysis guide
PDF
AI for Fundraisers

AI Productivity Guide for Advancement Teams

Save time and increase efficiency with AI-powered workflows.

What's Included

  • Workflow automation guide
  • Time-saving prompt library
  • Tool stack recommendations
  • ROI calculator
PDF
AI for Fundraisers

Responsible AI in Fundraising

Understand ethical considerations and best practices.

What's Included

  • Ethics framework overview
  • Bias mitigation checklist
  • Donor trust guidelines
  • Staff training outline
PDF
Career & Professional Development

Fundraising Career Roadmap

Explore advancement career paths from entry-level to executive leadership.

What's Included

  • Career stage overview
  • Skill development guide
  • Salary benchmarks
  • Advancement milestones
PDF
Career & Professional Development

Resume Template for Fundraisers

A modern resume template tailored for fundraising professionals.

What's Included

  • ATS-optimized template
  • Keyword guide
  • Achievement framing tips
  • Cover letter template
Word + PDF
Career & Professional Development

Interview Guide for Advancement Professionals

Prepare for fundraising and nonprofit leadership interviews.

What's Included

  • Common interview questions
  • STAR method guide
  • Portfolio preparation tips
  • Salary negotiation intro
PDF
Career & Professional Development

LinkedIn Optimization for Fundraisers

Strengthen your professional brand and visibility.

What's Included

  • Profile optimization checklist
  • Headline & summary templates
  • Content strategy guide
  • Network growth tips
PDF
Career & Professional Development

Networking Strategy Guide

Build meaningful professional relationships that accelerate growth.

What's Included

  • Networking framework
  • Outreach email templates
  • Conference strategy guide
  • Follow-up system
PDF
Career & Professional Development

First 90 Days in a New Fundraising Role

Set yourself up for success in a new position.

What's Included

  • 30/60/90 day plan template
  • Stakeholder mapping guide
  • Quick wins checklist
  • Relationship-building tracker
PDF + Excel
Career & Professional Development

Salary Negotiation Guide

Learn how to confidently discuss compensation.

What's Included

  • Market research framework
  • Negotiation scripts
  • Counter-offer strategies
  • Benefits evaluation guide
PDF
Career & Professional Development

Professional Development Planning Worksheet

Create a structured growth plan for your career.

What's Included

  • Skills gap assessment
  • Learning goal template
  • Resource recommendations
  • Progress tracking sheet
PDF + Excel
Leadership & Strategy

Strategic Fundraising Planning Framework

Build fundraising plans that align with organizational goals.

What's Included

  • Planning framework template
  • Goal-setting methodology
  • Resource allocation guide
  • Stakeholder alignment tools
PDF
Leadership & Strategy

Campaign Readiness Assessment

Determine whether your organization is ready for a campaign.

What's Included

  • Readiness scoring rubric
  • Feasibility study guide
  • Case for support template
  • Leadership alignment checklist
PDF + Excel
Leadership & Strategy

Board Engagement Toolkit

Increase board participation and fundraising involvement.

What's Included

  • Board roles & responsibilities guide
  • Engagement activity menu
  • Accountability framework
  • Meeting agenda templates
PDF
Leadership & Strategy

Fundraising Department Scorecard

Evaluate the effectiveness of your advancement operation.

What's Included

  • Performance metrics framework
  • Benchmarking data
  • Scoring rubric
  • Improvement action plan
PDF + Excel
Leadership & Strategy

Change Management for Nonprofit Leaders

Lead teams through transformation and innovation.

What's Included

  • Change readiness assessment
  • Communication plan template
  • Resistance management guide
  • Adoption tracking tool
PDF
Leadership & Strategy

AI Leadership Playbook

Help leaders understand and implement AI strategically.

What's Included

  • AI strategy framework
  • Executive briefing guide
  • Implementation roadmap
  • ROI measurement tools
PDF
Leadership & Strategy

Building a Culture of Philanthropy

Create organization-wide support for fundraising.

What's Included

  • Culture assessment tool
  • Staff engagement strategies
  • Leadership alignment guide
  • Communication templates
PDF
Leadership & Strategy

Executive Dashboard Template

Track organizational performance with confidence.

What's Included

  • Pre-built dashboard template
  • KPI library
  • Board reporting format
  • Trend analysis guide
Excel + PDF
Tools, Templates & Worksheets

Donor Visit Report Template

Document and organize donor interactions effectively.

What's Included

  • Visit report template
  • Key information fields
  • Follow-up action tracker
  • CRM integration tips
Word + PDF
Tools, Templates & Worksheets

Thank-You Letter Template Library

Ready-to-use donor acknowledgement examples.

What's Included

  • 15+ letter templates
  • Tone & style guide
  • Personalization variables
  • Email & print versions
Word + PDF
Tools, Templates & Worksheets

Major Gift Moves Management Tracker

Track cultivation activities and next steps.

What's Included

  • Prospect tracking spreadsheet
  • Move stage definitions
  • Activity log template
  • Pipeline reporting view
Excel + PDF
Tools, Templates & Worksheets

Event Budget Planner

Monitor revenue, expenses, and event profitability.

What's Included

  • Budget template
  • Revenue projection model
  • Expense categories
  • Post-event reconciliation
Excel + PDF
Tools, Templates & Worksheets

Donor Segmentation Worksheet

Organize donors for more personalized outreach.

What's Included

  • Segmentation criteria framework
  • Scoring model
  • Messaging matrix
  • Campaign assignment guide
Excel + PDF
Tools, Templates & Worksheets

Sponsorship Outreach Email Pack

Professional email templates for sponsor recruitment.

What's Included

  • Cold outreach templates
  • Follow-up sequence
  • Proposal email guide
  • Objection response scripts
Word + PDF
Tools, Templates & Worksheets

Fundraising Goal Calculator

Estimate fundraising outcomes and revenue projections.

What's Included

  • Revenue projection model
  • Gift table builder
  • Scenario planning tool
  • Benchmark comparisons
Excel
Tools, Templates & Worksheets

Personal Productivity Planner for Fundraisers

A weekly planning tool designed specifically for busy fundraising professionals.

What's Included

  • Weekly planning template
  • Priority-setting framework
  • Time-blocking guide
  • Reflection prompts
PDF + Excel
Prompt Library Preview

AI Prompts That Actually Work

Here's a taste of the 50 prompts included in the free download. Copy, paste, and customize for your organization.

Prospect Research
"Analyze the following donor profile and identify the top 3 indicators of major gift potential, any red flags, and suggested cultivation strategies: [paste donor info]"

Works best with ChatGPT-4 or Claude Sonnet

Donor Communication
"Write a personalized thank-you letter for a donor who just made their first gift of $500 to our food bank. Tone: warm, genuine, not corporate. Include a specific impact statement about what $500 provides."

Add specific program details for best results

Data Analysis
"I have a list of 200 lapsed donors who haven't given in 2+ years. Create a re-engagement segmentation strategy with 3 distinct messaging approaches based on giving history patterns."

Paste your data summary directly into the prompt

Strategy Planning
"Help me build a 90-day major gifts action plan for a portfolio of 40 prospects. I have 3 days per week for cultivation activities. Prioritize by likelihood to give in the next 12 months."

Include your organization type for tailored advice

Premium Access

Unlock the Complete Toolkit

Get all 40 resources — including guides, templates, worksheets, and career tools — with your book purchase or Learning Hub membership.

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Book Bundle

$29.99

Purchase the book and unlock all premium toolkit resources instantly.

  • All 40 toolkit resources
  • Bots, Brains & Big Gifts (hardcover)
  • Quarterly toolkit updates
  • Community access
Buy the Book

Learning Hub

$19/mo

Full access to the toolkit plus the complete Learning Hub resource library.

  • All 40 toolkit resources
  • Full Learning Hub library
  • Monthly new resources
  • Live Q&A sessions
Join the Hub
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Quarterly updates
Satisfaction guaranteed

"The AI prompts alone saved me 5 hours in my first week. Absolute game-changer for prospect research."

Rachel K.

Major Gifts Officer

"I used the Major Gift Worksheet to reorganize my entire portfolio. Raised $180K more than the previous quarter."

James T.

VP of Development

"The AI Ethics Framework helped us get board approval for our AI strategy in one meeting. Worth every minute."

Maria S.

Executive Director

Frequently Asked Questions

Everything you need to know about the Big Gift AI Toolkit.

Yes — the "50 AI Prompts Every Fundraiser Should Know" is completely free. Just enter your email and it will be delivered instantly. No credit card required.

Premium resources are included with the Bots, Brains & Big Gifts book purchase, or available as part of the Learning Hub membership. You can also purchase individual resources.

The toolkit is designed primarily for nonprofit fundraisers and advancement professionals, but many resources apply to any organization focused on relationship-based revenue generation.

No. Every resource is designed to be immediately usable without any technical background. The AI prompts work with free tools like ChatGPT — no coding required.

We update the toolkit quarterly to reflect the latest AI tools, best practices, and community feedback. All updates are free for existing members.

Start using AI in your
fundraising today.

Download the free resources and get started in the next 10 minutes. No technical skills required.

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