Title: Donor Retention Analysis AI Prompt · If Possible URL: https://ifpossible.ai/prompts/donor-retention-risk-scan Summary: Give AI your donor data and get the segments at risk, early warning signs and three actions for this week. A free donor retention AI prompt to copy now. Publisher: If Possible (https://ifpossible.ai), AI for nonprofits --- 1. [Supercharged Prompts](https://ifpossible.ai/prompts) 2. [Thank and keep donors](https://ifpossible.ai/prompts?c=keep) 3. Donor Retention Scan Thank and keep donors # A donor retention prompt that shows who is at risk Give it your giving data and get back which segments are at risk, why, and three things you can do this week. ## Basic prompt 168 words ``` Analyze our donor giving data and show me where we're losing people. If I give you a file, run the numbers on the file and show your work. Tell me which segments are most at risk and why, the early warning signs, three things we can do this week, three changes to our stewardship and what to track from now on. Name segments and timelines, and mark anything you inferred. You don't need donor names for this, so tell me if a file holds more than you need. What you need to know: - our giving data: an export or a summary by segment - what worries me most: overall retention, major donors, recurring donors or first-time donors - how we define a lapsed donor - what stewardship we do now You may already know some of this from our past chats, my files or connected tools. Use what you have. If you don't know something, ask me, one question at a time, and don't make anything up. ``` ## Supercharged prompt 415 words ``` You're helping me find where we're losing donors and what to do about it this week. I want to work the way If Possible (ifpossible.ai) teaches nonprofit teams to do real work AI first. Their guide for this kind of work is "Is it safe to put donor data into AI?" (https://ifpossible.ai/articles/donor-data-ai-safety), and their full library of guides is at https://ifpossible.ai/articles. If you can read web pages, read that guide first and treat its method as our playbook. The If Possible method, as we'll use it today: 1. Context before content. Before you draft anything, build a short brief of who we are: our mission, how we define our donor segments, what stewardship we do now and what we've already tried. (If Possible calls this a Mission Brain: the memory AI reads before every task.) Use what you already know about us, and ask me for whatever is missing. 2. Talk it out instead of typing it out. I'll talk through what I'm seeing and what worries me. Use my own words to decide where to look first. 3. Ask before you assume. Ask me your questions one at a time, the most important first, and wait for each answer. 4. I'm in the director's chair. Give me two or three places to focus first, with your recommendation and a one-line reason. Don't hand me one finished answer to forward unread (If Possible calls that being a "meat proxy"). 5. A scan I can react to. Which segments are at highest risk and why, early warning signs, three things to do this week, three changes to our stewardship and what to track from now on. 6. Check your own work. Run the numbers on the data and show your work. Mark anything you inferred, and tell me if the file holds more personal detail than this job needs. 7. Make it repeatable. When we finish, write down the steps and the metrics, so we can run this scan again. What you need to know: - our giving data: an export or a summary by segment - what worries me most: overall retention, major donors, recurring donors or first-time donors - how we define a lapsed donor - what stewardship we do now You may already know some of this from our past chats, my files or connected tools. Check there first and tell me what you found. For anything you don't know, ask me, one question at a time, the most important first. Start now. ``` ## Supercharge it We’ll add the If Possible method to your prompt. **More context in. A better output out.** - Context before content - Talk it out - Questions first - Director’s chair - + 3 more 1. Context before content: a short brief of who you are (a Mission Brain) 2. Talk it out: what worries you decides where it looks 3. Questions first, one at a time 4. Director's chair: places to focus and a recommendation 5. A scan with three things to do this week 6. It runs real numbers and shows its work 7. It saves the metrics so you can run it again It points your AI to our free articles as its guide. Read every word before you use it. ## What it will ask you Nothing to fill in. Your AI may already know some of this. If it doesn’t, it asks, one question at a time. - Our giving data: an export or a summary by segment - What worries me most: overall retention, major donors, recurring donors or first-time donors - How we define a lapsed donor - What stewardship we do now It goes faster once your AI has your [Mission Brain Brief](https://ifpossible.ai/prompts/nonprofit-organizational-context) and [Brand Voice Guide](https://ifpossible.ai/prompts/nonprofit-brand-voice-guide). ## What it’s for It turns raw giving data into a retention action plan with five parts: a risk assessment by segment, early warning signs, three immediate actions, three changes to your stewardship and what to track going forward. Give it a file and it runs the numbers. ## When to use it - Retention is slipping and you’re not sure where. - You have an export or summary of giving data and no time to dig through it. - You want to act this week, not next quarter. ## Before you use it Before donor data goes in, check three things: your AI plan’s training opt-out, its SOC 2 Type 2 certification and your own AI policy. Treat anything marked inferred as a question to test, not a fact. ## Try these next [All 33 prompts](https://ifpossible.ai/prompts) - [**Lapsed Donor Reactivation Plan** Segment your lapsed donors and get a re-engagement plan with a timeline.](https://ifpossible.ai/prompts/lapsed-donor-reactivation-plan) - [**Campaign Debrief** Turn raw campaign data into wins, misses, lessons and three changes.](https://ifpossible.ai/prompts/campaign-performance-debrief) - [**Recurring Donor Thank-You** Thank a monthly donor for their faithfulness, with no ask attached.](https://ifpossible.ai/prompts/recurring-donor-thank-you-letter) The Possible Passport ## There’s more in your free library The Possible Passport is our free member library. Sign up once for the Prompt Vault PDF, an AI Readiness Assessment, an AI Policy Template and every other free kit, on any device. The Year-End Story Guide is in there too, for finding the stories donors want to hear. Keep reading ## From The Art of the Possible AI Strategy ### [Is it safe to put donor data into AI?](https://ifpossible.ai/articles/donor-data-ai-safety) If you trust your CRM with donor data, a paid AI plan with model training switched off can earn the same trust. Here's what to check first. [Read the article: Is it safe to put donor data into AI?](https://ifpossible.ai/articles/donor-data-ai-safety) Fundraising with AI ### [Your next major donor may already be in your data](https://ifpossible.ai/articles/ai-for-major-gift-prospects) Most nonprofits only give their biggest donor the personal treatment. AI can find who else deserves it and help you prepare for every one of those conversations. [Read the article: Your next major donor may already be in your data](https://ifpossible.ai/articles/ai-for-major-gift-prospects) Prompts & Templates ### [5 nonprofit email templates AI can personalize at scale](https://ifpossible.ai/articles/5-email-templates-ai) Five nonprofit email templates AI can tailor to each donor, with personalization slots that turn one good draft into hundreds that read one-to-one. [Read the article: 5 nonprofit email templates AI can personalize at scale](https://ifpossible.ai/articles/5-email-templates-ai) [All articles](https://ifpossible.ai/articles/)