How a fundraising manager can use AI, task by task

I work as a fundraising manager. Part of my job is to manage fundraising budgets.

Context: We use MicroStrategy and Fund accounting software; the work draws on sales and marketing, administrative and economics and accounting.
Budget: [program, campaign]
Actuals: [paste]

Show variances and cost per result with formulas. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

I work as a fundraising manager. Part of my job is to develop fundraising activity plans that maximize participation or contributions and minimize costs.

Context: We use Microsoft Project and Microsoft Dynamics; the work draws on sales and marketing, administrative and economics and accounting.
Plan: [fundraising, product lifecycle, business]
Inputs: [goals, costs, resources]

Draft the plan with activities, timeline, budget and targets. Lay it out as a table with steps, owner, timing and what could go wrong, then list the decisions I still need to make.

I work as a fundraising manager. Part of my job is to plan and direct special events for fundraising, such as silent auctions, dances, golf events, or walks.

Context: We use Microsoft Project and Microsoft Dynamics; the work draws on sales and marketing, administrative and economics and accounting.
Event: [fundraiser, engagements]
Details: [describe]

Plan schedule, tasks and budget. Lay it out as a table with steps, owner, timing and what could go wrong, then list the decisions I still need to make.

I work as a fundraising manager. Part of my job is to establish goals for soliciting funds, develop policies for collection and safeguarding of contributions, and coordinate disbursement of funds.

Context: We use Microsoft Project and Microsoft Dynamics; the work draws on sales and marketing, administrative and economics and accounting.
Department: [describe]
Priorities: [list]

Draft objectives, deadlines and owners. Lay it out as a table with steps, owner, timing and what could go wrong, then list the decisions I still need to make.

I work as a fundraising manager. Part of my job is to contact corporate representatives, government officials, or community leaders to increase awareness of organizational causes, activities, or needs.

Context: The work draws on sales and marketing, administrative and economics and accounting.
Topic: [policy, service, procedure]
Audience: [public, media]

Draft a plain-language explanation and FAQ. Use plain language, one everyday analogy, and the questions people are most likely to ask with short answers.

I work as a fundraising manager. Part of my job is to conduct research to identify the goals, net worth, charitable donation history, or other data related to potential donors, potential investors, or general donor markets.

Context: We use Microsoft SharePoint and Adobe Acrobat; the work draws on sales and marketing, administrative and economics and accounting.
Records: [paste bills, statements]
Purpose: [cost control, research, review]

Flag unusual items and questions. Make a table: requirement, met / not met / unclear, and the exact evidence.

I work as a fundraising manager. Part of my job is to evaluate advertising and promotion programs for compatibility with fundraising efforts.

Context: We use MicroStrategy and Fund accounting software; the work draws on sales and marketing, administrative and economics and accounting.
Program: [goal, activities, timeframe]
Data: [paste outcomes, participation, costs]

Compare results with goals, calculate cost per outcome, find what's working and what isn't, and suggest 3 changes. Show formulas.

I work as a fundraising manager. Part of my job is to formulate policies and procedures related to fundraising programs.

Context: We use Microsoft SharePoint and Adobe Acrobat.
Program: [public information, fundraising, other]
Goals and rules: [what it must achieve, constraints]

Draft a policy with purpose, scope, procedures, roles and review date. Mark anything you had to guess with [CHECK].

I work as a fundraising manager. Part of my job is to write interesting and effective press releases, prepare information for media kits, and develop and maintain company internet or intranet Web pages.

Context: We use Salesforce software and Blackbaud The Raiser's Edge; the work draws on sales and marketing, administrative and economics and accounting.
Topic: [speech, article, statement]
Audience: [describe]

Write key messages and answers to likely questions. Keep answers to 2-3 sentences and flag any that depend on the situation.