35个开箱即用的AI指令模板：全场景重塑筹款业务流

大家好，我是提米哥。在开发者专区，我们习惯把复杂问题拆解成可复用的模块。非营利机构的筹款经理每天要同时处理几十项任务：筛选潜在捐赠人、写项目申请书、跟进活动数据、向董事会汇报进度……过去这些全靠人工硬扛，现在只需要把任务结构喂给 AI，就能批量生成高质量文案与分析框架。

下面这 35 个提示词（Prompt），本质上是给 AI 下达的“标准化工作说明书”。你不需要懂复杂的机器学习，只需要替换括号里的占位信息，AI 就会自动输出符合业务逻辑的文本。无论你是想直接拿来提效，还是想基于这些模板开发自动化工作流、搭建专属 AI Agent，这套内容都能作为极佳的底层逻辑参考。

我们将这 35 个指令按实际工作流划分为 6 大模块，每个代码块内已保留原始内容，并补充了中文注释说明其核心用途。

🔍 捐赠人调研与线索挖掘

这一模块解决“不知道找谁聊、怎么聊”的问题。通过结构化提示词，让 AI 帮你快速梳理背景、识别意向信号并制定沟通节奏。

# 【功能注释】生成潜在大额捐赠者背景调研简报，明确会面前提与切入点
I'm researching a prospective major donor for my nonprofit. Their name is [Name], and I know they work in [industry], have given to [types of organizations], and are interested in [causes]. Draft a one-page prospect research brief summarizing what I should know before our first meeting, including potential giving capacity indicators and key conversation angles.

# 【功能注释】从领英个人简介中提取公益兴趣点与职业里程碑，匹配契合的公益领域
Here is the LinkedIn profile summary for a prospective donor: [paste summary]. Based on this information, identify potential philanthropic interests, career milestones that may indicate giving capacity, and suggest two or three cause areas that might resonate with them based on their background.

# 【功能注释】为 30 分钟初步沟通会议生成标准化议程，自然过渡到机构介绍
I have a 30-minute discovery call with a prospective donor who is interested in [cause area] and has previously given to [type of organizations]. Create a structured agenda for the call that includes rapport-building questions, exploratory questions about their giving motivations, and a natural way to introduce our organization's work.

# 【功能注释】根据历史捐款数据划分三级捐赠潜力梯队，并生成差异化跟进话术
I have a list of lapsed donors with the following giving histories: [paste data or describe the range]. Help me create a segmentation framework with three tiers — reactivation candidates, mid-level upgrade prospects, and major gift prospects — and suggest a tailored outreach message for each tier.

# 【功能注释】撰写不超过 200 字的冷启动邮件，语气温和专业，结尾引导轻量通话
Write a warm, professional introductory email to a prospective donor named [Name] who has never given to our organization but has a history of supporting [similar cause]. Our nonprofit does [brief description]. The email should be under 200 words, avoid being salesy, and end with a soft ask to schedule a brief call.

📝 拨款申请与项目报告

政府或基金会的拨款申请往往冗长且格式严格。这组提示词专注于“数据转故事”与“预算合理化”，降低写作门槛。

# 【功能注释】为特定基金会撰写项目叙事开篇，精准对齐资方使命并引发共鸣
Write a compelling opening paragraph for a grant narrative to [Foundation Name]. Our organization, [Org Name], is applying for funding to support [program name], which serves [target population] by [program description]. The foundation prioritizes [foundation priorities]. Make the opening emotionally resonant and clearly tied to the funder's mission.

# 【功能注释】将枯燥的年度数据转化为 3-5 句以数字开头、强调人文影响的声明
Here are our program outcomes from the past year: [paste data]. Transform this data into three to five powerful impact statements suitable for a grant application. Each statement should lead with a number and explain the significance of that result in human terms.

# 【功能注释】为预算明细逐条撰写论证说明，清晰解释每项开支对达成目标的必要性
I need to write a budget justification for a grant proposal. Our total request is $[amount] and includes the following line items: [list line items and amounts]. Write a clear, persuasive justification for each line item that explains why it is necessary to achieve the program goals.

# 【功能注释】撰写进度汇报邮件，客观展示成果并建设性地说明遇到的困难
I need to submit a progress report to [Foundation Name] for our grant supporting [program name]. We are [X months] into the grant period. Here are our accomplishments so far: [list accomplishments]. Here are any challenges we have encountered: [list challenges]. Write a professional, honest progress report that highlights our achievements and addresses the challenges constructively.

# 【功能注释】针对被拒的拨款申请起草回复信，表达感谢、接纳反馈并为未来合作留门
Our grant application to [Foundation Name] was declined. The feedback we received was: [paste feedback]. Draft a professional response letter that thanks the program officer for their consideration, acknowledges the feedback graciously, and leaves the door open for a future relationship or application cycle.

📢 募款活动与传播文案

从年终募捐到社交媒体运营，核心是“讲对故事、给出明确行动”。这组模板直接覆盖高频发布场景。

# 【功能注释】撰写年终募款信，以真实故事切入连接整体影响力，年底 deadline 前清晰提出诉求
Write a year-end fundraising appeal letter for [Org Name], a nonprofit that [mission statement]. The letter should open with a compelling donor story about [brief story details], connect that story to our broader impact, and make a clear, urgent ask before December 31. The tone should be warm and grateful, not guilt-driven. Target audience: existing mid-level donors who gave between $100 and $499 last year.

# 【功能注释】为配捐活动生成 3 封递进式邮件序列：启动造势、中期进度、最后一天冲刺
We have a $50,000 matching gift challenge from a lead donor. Write a three-email sequence for our matching gift campaign: (1) a launch email announcing the match and creating urgency, (2) a mid-campaign update email showing progress and reinforcing the deadline, and (3) a final-day email with a strong call to action. Tone: energetic, grateful, and mission-focused.

# 【功能注释】生成 5 条适用于 FB/INS 的社交媒体文案，涵盖故事、数据、紧迫感、感谢与使命五种风格
Create five social media posts for our [campaign name] fundraising campaign. Each post should be suitable for Facebook and Instagram, include a call to action with a donation link placeholder, and vary in tone — one emotional story-driven post, one impact-stat post, one urgency post, one thank-you post, and one "why we do this" mission post.

# 【功能注释】撰写众筹页面文案，控制在 400 字以内，包含问题、解决方案与捐赠者角色
Write the copy for a crowdfunding campaign page for [Org Name]. We are raising $[goal amount] to [specific project or need]. Include a headline, a three-paragraph story that explains the problem, our solution, and the donor's role, a bullet list of what the funds will accomplish, and a closing call to action. Keep the total length under 400 words.

# 【功能注释】为现有月捐人撰写升级邮件，肯定忠诚度并温和提出具体金额提升建议
Draft a personalized email asking a current monthly donor to upgrade their recurring gift. The donor currently gives $[current amount] per month and has been giving for [X years]. Acknowledge their loyalty, share one specific impact their giving has made possible, and make a soft, specific ask to increase to $[suggested amount] per month. Keep it under 150 words.

🤝 大额捐赠培育与关系维护

大额捐赠不是一次性交易，而是长期信任的建立。这组提示词专注会前准备、会后跟进与权益设计。

# 【功能注释】为大额捐赠面访准备会议大纲、多种切入话术及常见异议应对策略
I am preparing for a major gift ask meeting with [Donor Name], who has given $[cumulative amount] over [X years] and is interested in [specific program area]. I plan to ask for $[ask amount]. Help me prepare: write a brief meeting outline, suggest two or three conversational ways to present the ask, and draft language for handling the most common objections — "I need to think about it" and "That's more than I was planning."

# 【功能注释】撰写个性化大额捐赠反馈报告，具体说明资金流向、成果及未来规划
Write a personalized stewardship report for a major donor who gave $[gift amount] to support [specific fund or program]. Include a summary of how their gift was used, two or three specific outcomes it helped achieve, a quote from a program participant or staff member, and a forward-looking section on what continued support will make possible. Tone: warm, specific, and grateful.

# 【功能注释】起草冠名权提案，说明权益、品牌曝光价值并邀请进一步对话
We are offering a naming opportunity for [space, fund, or program] at our organization in recognition of a gift of $[amount]. Draft a one-page proposal to present to [Donor Name] that describes the opportunity, explains the legacy and visibility it creates, outlines any recognition benefits, and invites a conversation. Tone: prestigious but personal.

# 【功能注释】撰写高端培育活动邀请函（邮件版与印刷卡片版），侧重关系深化而非直接推销
Write an invitation for an exclusive cultivation event for major gift prospects. The event is a [type of event, e.g., intimate dinner, behind-the-scenes tour] on [date] at [location]. The purpose is to deepen relationships and introduce prospects to our leadership and programs — not to make a direct ask. Write a version for email and a version for a printed card. Tone: warm, exclusive, and mission-connected.

# 【功能注释】为重要捐赠撰写机构负责人亲笔感谢信，强调使命关联与真诚个人情感
Write a personal acknowledgment letter from our Executive Director to a donor who just made a $[amount] gift to [fund or program]. The letter should go beyond a standard thank-you — it should reflect on what this gift means to our mission, share one specific way it will be used, and convey genuine personal gratitude. Avoid clichés and form-letter language. Length: one page.

📅 线下活动与年度筹款

活动统筹是重体力活。这组模板帮你倒推时间表、写赞助招商信、设计同伴筹款指南与复盘问卷。

# 【功能注释】从活动日倒推生成详细筹款晚宴筹备时间轴，并标出三大最高风险项
I am planning a fundraising gala for [date] with an expected attendance of [number] guests and a revenue goal of $[amount]. Create a detailed planning timeline working backward from the event date, including key milestones for venue, catering, sponsorships, live and silent auctions, program content, communications, and follow-up. Identify the top three highest-risk items I should focus on first.

# 【功能注释】撰写活动赞助招商信，分三级权益列出，强调赞助对企业的商业价值
Write a sponsorship solicitation letter for our [event name] on [date]. We are seeking sponsors at three levels: $[amount 1] (Title Sponsor), $[amount 2] (Program Sponsor), and $[amount 3] (Friend Sponsor). For each level, list three to four tangible benefits. The letter should open with a brief description of the event and our mission, make a compelling case for why sponsorship benefits the business, and close with a clear next step.

# 【功能注释】制作同伴筹款（Peer-to-Peer）一页指导手册，含个性化技巧、社交媒体模板与跟进建议
Write a one-page coaching guide for peer-to-peer fundraisers participating in our [campaign name]. Include: why peer fundraising matters, three tips for personalizing their fundraising page, five sample social media messages they can copy and customize, and advice on how to follow up with people who haven't given yet. Keep the tone encouraging and practical.

# 【功能注释】制定 Giving Tuesday 筹款战役完整计划，含主题、双周日历、内容建议与致谢节奏
Create a Giving Tuesday campaign plan for [Org Name] with a goal of raising $[amount]. Include: a campaign theme and key message, a communications calendar for the two weeks leading up to Giving Tuesday and the day itself, suggested content for email, social media, and text, and a plan for thanking donors within 24 hours. Highlight two or three elements that tend to drive the highest results.

# 【功能注释】创建活动后简短调研问卷，不超过 6 题，覆盖满意度、复购意向与开放式反馈
Create a short post-event donor survey for attendees of our [event name]. The survey should include no more than six questions that assess: overall satisfaction, likelihood to attend again, likelihood to give as a result of the event, what resonated most, what could be improved, and an open-ended feedback question. Include a brief thank-you introduction and a closing message.

📊 数据管理与机构协同

脏数据会毁掉好关系。这组提示词帮你建立 CRM 清理清单、数据录入规范、留存率分析框架、沟通偏好政策与中层数据看板。

# 【功能注释】生成 CRM 数据库日常/周/月/年清理检查清单，覆盖去重、验证与致谢跟踪
Create a comprehensive donor database hygiene checklist for a nonprofit using [CRM name, e.g., Salesforce, Bloomerang, Raiser's Edge]. Include tasks related to duplicate record management, address and contact verification, gift entry accuracy, lapsed donor flags, acknowledgment letter tracking, and year-end reporting preparation. Organize by frequency: daily, monthly, quarterly, and annually.

# 【功能注释】起草一页纸捐款录入与数据管理规范，明确时效、必填项、匿名处理与匹配流程
Write a one-page gift entry and data management policy for our development office. It should cover: gift entry turnaround time standards, required fields for donor records, how to handle anonymous gifts, how to process tribute gifts, matching gift procedures, and who is responsible for data quality oversight. Use clear, procedural language suitable for staff onboarding.

# 【功能注释】搭建捐赠人留存分析框架，列出核心指标计算方式、分层建议及留存下降应对策略
Help me build a framework for analyzing donor retention in our organization. We have [X years] of giving data. Outline the key metrics I should track (e.g., retention rate, lapse rate, upgrade rate), explain how to calculate each one, suggest how to segment the analysis by donor tier, and recommend three actionable steps I can take if retention is declining.

# 【功能注释】撰写用户沟通偏好管理政策，涵盖多渠道收集、退订处理、触达频率与 GDPR/CAN-SPAM 合规要点
Draft a constituent communication preferences policy for our nonprofit. It should explain how we collect and store communication preferences (email, mail, phone, text), how we honor opt-outs, how frequently we contact donors by channel, and how staff should update preferences in our database. Include a brief section on GDPR and CAN-SPAM compliance basics.

# 【功能注释】创建年中筹款数据看板汇报模板，明确营收、人数、客单价、留存率与渠道拆解的可视化建议
Create a mid-year fundraising dashboard report template I can present to our leadership team. Include sections for: total revenue to date vs. goal, number of donors vs. prior year, average gift size, retention rate, top funding sources (major gifts, grants, events, online), and a narrative section for context and highlights. Suggest which data should be visualized in charts and which in tables.

🏛️ 管理层沟通与董事会协作

筹款不是单兵作战，需要向上管理预期并赋能决策层。这组提示词用于董事会进度备忘录、理事面访培训、年度目标设定演示及核心负责人会谈提纲。

# 【功能注释】撰写一页纸董事会进度简报，用白话解释数据驱动因素并提出具体理事支持诉求
Write a concise board memo updating our board of directors on fundraising progress through [month]. Key data points: total raised to date is $[amount] against a goal of $[goal], we are [X]% toward goal, [highlight or challenge]. The memo should be no more than one page, use plain language, include a brief analysis of what is driving results, and end with two or three specific asks of board members to support fundraising.

# 【功能注释】为理事会成员面访大额捐赠者准备一页纸简报，含背景、建议金额、话术、异议处理与会后跟进
I need to prepare a board member to make a major gift ask on behalf of our organization. They will be meeting with [Donor Name], who is a [brief description] and has a history of [giving or interest area]. Draft a one-page briefing document that includes: background on the donor, our suggested ask amount and project, key talking points, how to handle common objections, and what to do immediately after the meeting.

# 【功能注释】设计面向董事会的年度筹款目标设定演示大纲，涵盖复盘、趋势、渠道预测与互动讨论引导
Create an outline and key talking points for a presentation to our board of directors on setting next year's fundraising goals. The presentation should cover: a review of this year's performance, key trends in our donor base, proposed revenue targets by channel, assumptions behind the projections, board giving and getting expectations, and a discussion prompt to engage board members in the goal-setting process. Length: 20 to 30 minutes.

# 【功能注释】为机构负责人与捐赠者会议准备自然对话提纲，避免照本宣科，覆盖开场、使命时刻、过渡与结尾
Prepare talking points for our Executive Director's upcoming meeting with [Donor Name or Prospect Name]. The purpose of the meeting is to [cultivate / steward / make an ask]. Key context: [brief donor background]. The ED should be able to speak naturally, not sound scripted. Include an opening, two or three key mission moments to share, a transition to the ask or next step, and a closing. Keep it to one page.

# 【功能注释】起草《捐赠支持说明书》（Case for Support）详细大纲，覆盖使命、痛点、解法、成效、资金优先级与参与层级
Create a detailed outline for a Case for Support document for [Org Name]. The document will be used with major donors and grant funders. The outline should include sections for: our mission and vision, the problem we solve, our unique approach and theory of change, evidence of our impact, our current funding priorities and goals, how donors can get involved at various levels, and organizational credibility and leadership. For each section, list two or three key points or data types to include.

💡 给开发者的落地建议

这些提示词之所以高效，是因为它们遵循了 AI 交互的“结构化输入”原则：背景设定 + 角色约束 + 任务边界 + 输出格式。如果你正在开发内部提效工具或自动化脚本，可以参考以下路径：
– 将占位符（如 [Name], [amount]）抽取为 JSON Schema 字段，前端表单填写后自动拼接完整 Prompt。
– 结合企业微信/飞书机器人或 Zapier/n8n，实现“表单提交 → 调用大模型 API → 自动推送生成的文案/报表”的无代码工作流。
– 针对高频重复任务（如感谢信、进度报告），可微调本地小模型或配置 RAG 检索增强，进一步降低 API 调用成本并保护业务隐私。

工具的价值不在于多炫酷的技术栈，而在于它是否能把人从重复劳动中解放出来。这 35 个模板可以直接复用，也可以作为你训练专属 AI 助手的数据集。

直达网址：https://gumroad.com/PENDING_AUTO_fundraisingmanager