donor-stewardship templates

Acknowledgment queue file

Filename:

  • ack-[donor_id]-[YYYY-MM-DD].md

YAML header schema:

id: ack-[donor_id]-[gift_date]
type: acknowledgment_letter
destination_type: email
destination: [donor email]
donor_first_name: [first name only]
gift_amount: [amount]
gift_date: [date]
gift_tier: [1-4]
priority: standard # high if >$500, urgent if >$2500
crm_gift_id: [CRM gift record ID]
status: pending
created: [ISO timestamp]
model: [local/qwen-14b or openai/codex]

Body template guidance:

  • Explicitly reference amount + date
  • Mention one concrete impact statement tied to program config
  • Avoid banned boilerplate phrases
  • Keep to tier word-length limits

Telegram alert template (privacy-safe)

📬 Acknowledgment draft ready — [FirstName], $[amount], Tier [N]. Reply APPROVE [id] / EDIT [id] / HOLD [id] / REJECT [id]

No full donor record details in message body.

Morning brief stewardship block

DONOR STEWARDSHIP ALERTS
Acknowledgment queue: [N] pending
Lapse prevention — act this week: [N]
Lapse prevention — 60-90 day window: [N]
Recurring payment issues: [N]
Major donor attention needed: [N]

Portfolio health dashboard format

Use aggregated-only output:

  • Acquisition
  • Retention rate + risk signal
  • Revenue vs budget
  • Major donor count only
  • Recurring counts + MRR
  • Queue and pipeline counts