Donor Report

What this skill does

Produces a compelling donor impact report that thanks the donor, shows measurable outcomes from their gift, shares a human story, provides a transparent financials snapshot, and closes with a clear and specific next ask. Suitable for individual major donors, foundations, and corporate partners.

How to invoke

/donor-report [donor name or segment]

Workflow steps

Step 1 — Gather context

Ask the user for: donor name and relationship to the organization, gift amount and purpose, reporting period, 3–5 key program outcomes and statistics, one or two beneficiary stories (anonymized as needed), and the desired next ask (renewal, upgrade, or new initiative).

Step 2 — Write the opening and gratitude section

Open with a warm, specific thank-you that ties the donor's gift to real impact. Avoid generic language; reference the donor's specific interest or prior engagement.

Step 3 — Report on programs and outcomes

Present funded programs in a readable format: brief program description, activities completed during the period, and quantitative outcomes (people served, services delivered, milestones reached). Use the donor's language and priorities where known.

Step 4 — Share a story of impact

Write a 150–250 word beneficiary story (or program vignette) that brings the numbers to life. Protect confidentiality per the user's guidance.

Step 5 — Provide a financials snapshot and next ask

Summarize how the gift was used (brief budget summary or pie-chart callout language). Close with a specific, confident next ask tied to an upcoming opportunity or organizational need.

Example outputs

A 2–3 page donor report in letter or memo format, with labeled sections, outcome callout boxes, a story sidebar, and a closing paragraph with a clear call to action.

Live Data Sources

• DonorSearch wealth screening signals — public-record patterns for real estate holdings, business affiliations, and prior philanthropic giving
• IRS Publication 526 charitable deduction rules — current rules for substantiation, quid pro quo disclosures, and gift valuation
• AFP fundraising benchmark data — Association of Fundraising Professionals industry benchmarks for retention rates, average gift size, and cost to raise a dollar