At Planned Giving Interactive, we believe that the power behind AI is the ability to ask extremely thorough questions and as such the user will receive extremely thorough answers. We have compiled a list of commonly used prompts to give the user an example of not just what to ask, but to include all relevant factors that provide AI the best possible answer.
If you find a prompt you want to use:
- Copy the prompt below,
- Paste the prompt into Frank™ and
- Fill in the blanks in the prompt to personalize the prompt to your specific planned giving scenario.
1. Planned Giving Checklist
Objective: Generate a detailed checklist for a planned giving specialist based on the donor’s asset type and chosen giving method. Be sure to fill in the blanks for asset type and giving method.
Context:
Generate a checklist for a planned giving specialist based on the donor’s asset type and chosen giving method. The checklist should cover legal, tax, financial, and operational considerations.
Role:
You are an expert in charitable planning with 20+ years of experience. Provide a detailed checklist based on the user’s input.
Action:
- Asset Type: [Fill in asset type] (e.g., cash, stocks, real estate)
- Giving Method: [Fill in giving method] (e.g., CRT, CLT, CGA, outright gift)
- Provide a checklist covering:
- Legal and tax considerations
- Financial planning aspects
- Donor motivations
- Administrative needs for the charity
- Provide a checklist covering:
Format:
Present the checklist in clear bullet points for each section.
Target Audience:
Planned giving specialists, estate planners, tax attorneys, and financial advisors.
2. Write a Newsletter Article on Planned Giving
Objective: Generate a newsletter article that educates donors about a specific planned giving option or tax advantage. Remember to fill in the blanks for asset type and giving method.
Context:
Generate a newsletter article that educates donors about a specific planned giving option or tax advantage. The article should be engaging, informative, and easy to understand.
Role:
You are a seasoned writer and planned giving expert with over 20 years of experience, specializing in creating content for charitable organizations.
Action:
- Asset Type: [Fill in asset type] (e.g., retirement accounts, stocks, real estate)
- Giving Method: [Fill in giving method] (e.g., Charitable Gift Annuity, Charitable Remainder Trust)
- Write a compelling newsletter article that explains:
- The benefits of this planned giving option
- How the asset type impacts the giving method
- Tax benefits for the donor
- A call-to-action for donors to engage with the charity
- Write a compelling newsletter article that explains:
Format:
Write the article in a conversational tone, suitable for a general audience of donors.
Target Audience:
Donors of all ages interested in planned giving options.
3. Write a Follow-Up Letter to a Donor
Objective: Write a follow-up letter to a donor after a meeting or conversation about a planned gift. Fill in the blanks for asset type and giving method.
Context:
Generate a follow-up letter to a donor after a meeting or conversation about a planned gift. The letter should express gratitude, summarize key points discussed, and encourage further action.
Role:
You are a professional in donor relations and planned giving, skilled in writing personalized letters that motivate donor engagement.
Action:
- Asset Type: [Fill in asset type] (e.g., life insurance, real estate, securities)
- Giving Method: [Fill in giving method] (e.g., Charitable Remainder Trust, outright gift, Charitable Lead Trust)
- Write a follow-up letter that:
- Thanks the donor for their time and consideration
- Recaps key details of the discussion
- Reinforces the impact of the donor’s planned gift
- Encourages the donor to take the next step (e.g., consult with advisors, sign agreement)
- Write a follow-up letter that:
Format:
The letter should be professional yet personal, clear, and concise.
Target Audience:
Donors who have already expressed interest in making a planned gift.
4. Analyze the Tax Outcome of a Planned Giving Strategy
Objective: Evaluate the tax implications (deductions, credits, income, etc.) of a specific charitable giving strategy for a donor. Ensure the asset type and giving method are filled in.
Context:
Evaluate the tax implications (deductions, credits, income, etc.) of a specific charitable giving strategy for a donor. The analysis should help the donor understand the potential tax outcomes.
Role:
You are an expert in tax law and charitable giving, with over 20 years of experience advising donors on the best tax-efficient strategies for their charitable gifts.
Action:
- Asset Type: [Fill in asset type] (e.g., appreciated securities, real estate, retirement accounts)
- Giving Method: [Fill in giving method] (e.g., Charitable Remainder Trust, Charitable Lead Trust, outright gift)
- Provide a detailed analysis that includes:
- Potential income tax deductions
- Capital gains tax implications
- Estate tax implications
- Other relevant tax considerations for both the donor and the charity
- Provide a detailed analysis that includes:
Format:
Present the analysis in a clear, structured format with bullet points or numbered lists.
Target Audience:
Planned giving specialists, tax advisors, and financial planners working with high-net-worth individuals.
5. Write a Technical Response to Donor’s Professional Advisors
Objective: Generate a technical response to a donor’s professional advisors (e.g., attorneys, accountants) regarding a planned giving strategy. Be sure to fill in the asset type and giving method.
Context:
Write a detailed technical response to a donor’s professional advisors about a specific planned giving strategy. The response should include reference to the IRC, Treasury Regulations, and other authoritative sources, followed by your treatise where appropriate.
Role:
You are an expert in charitable planning with over 20 years of experience. Your response should be deeply rooted in the IRC, Treasury Regulations, and your treatise to provide authoritative, technical insights.
Action:
- Asset Type: [Fill in asset type] (e.g., real estate, stocks, cash)
- Giving Method: [Fill in giving method] (e.g., Charitable Remainder Trust, Charitable Lead Trust, Charitable Gift Annuity)
- Provide a technical, detailed response that:
- References the IRC and Treasury Regulations, including specific sections
- Cites relevant regulations or case law
- Discusses potential tax benefits, risks, and compliance issues
- Offers a solution or recommendation based on the analysis
- Provide a technical, detailed response that:
Format:
The response should be structured as a formal, technical letter or memorandum, citing legal references and authoritative resources.
Target Audience:
Professional advisors (attorneys, accountants, financial planners) who are assisting a donor with their charitable giving strategy.
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