{
 "schema": "aiblocks-page/1",
 "id": "nonprofit-donor-relationship-planner",
 "type": "skill",
 "name": "Nonprofit donor relationship planner",
 "summary": "Plan your donor pipeline: share donor records and your goal, get stage rules, next moves with owners and dates, and a list of stalled prospects.",
 "headline": "Nonprofit donor relationship planner",
 "subhead": "Share your donor records, fundraising goal, and team capacity. It places each prospect at a clear stage and checks for stalled relationships. You get a stage guide, next-step plans, owners, review dates, and a view of where progress slows.",
 "job": {
  "id": "organise-work",
  "name": "Run meetings, notes and plans"
 },
 "level": "intermediate",
 "thinking": "high",
 "tested": true,
 "updated": "2026-10-28",
 "first_published": "2026-10-25",
 "inputs": [
  {
   "type": "question",
   "required": true,
   "label": "Question",
   "what": "the problem, decision or piece of work you want help with, and what a good outcome looks like"
  },
  {
   "type": "document",
   "required": false,
   "label": "Document",
   "what": "a finished document, such as a Word file, a PDF or a page of notes"
  },
  {
   "type": "spreadsheet",
   "required": false,
   "label": "Spreadsheet",
   "what": "a spreadsheet with its data, formulas and charts"
  }
 ],
 "outputs": [
  {
   "type": "plan",
   "required": true,
   "label": "Plan",
   "what": "a dated plan: what to do, in what order, with a decision rule for each step"
  }
 ],
 "you_give": [
  "Donor records, giving history, relationship notes, fundraising goal, and available staff time."
 ],
 "you_get": [
  "A donor stage guide, next-step table, and review schedule."
 ],
 "use_when": [
  "You need this task done for a nonprofit, community program, or donated-goods store."
 ],
 "skip_when": [
  "You need to set ask amounts or shape a major-gift proposal: ask a major-gifts fundraiser or use a proposal template.",
  "You need thank-you steps or a plan to win back lapsed donors: use a donor retention plan instead.",
  "You want help picking or setting up donor database software: ask the vendor or a CRM consultant."
 ],
 "output_sample": {
  "input": [
   "Your donor and prospect records, with IDs instead of names (a spreadsheet export works)",
   "Your fundraising goal and average gift size",
   "Your team size and the time each person has (optional)",
   "Your last contact dates and any notes on each person"
  ],
  "prerequisites": [
   "Check your data policy before you paste donor records into a chat AI. Swap names and contact details for IDs."
  ],
  "output": [
   {
    "name": "Pipeline stage matrix",
    "contains": "Each stage with its meaning, entry and exit rules, usual time, required moves, owner and a time cap."
   },
   {
    "name": "Portfolio move plan",
    "contains": "For each prospect: stage, last move date, next move with purpose and date, rating and owner."
   },
   {
    "name": "Stalled prospect list",
    "contains": "Prospects with no move in 60 to 90 days, each marked for a next move, a lower rating or a low-touch track."
   },
   {
    "name": "Pipeline report",
    "contains": "Counts and dollar value at each stage, plus the conversion rate from one stage to the next."
   },
   {
    "name": "Goal math table",
    "contains": "How many closed gifts and prospects you need at each stage to reach your goal."
   },
   {
    "name": "Prospect rating scale",
    "contains": "The capacity bands and the link, ability and interest scoring used, so ratings stay consistent."
   },
   {
    "name": "Review schedule",
    "contains": "A weekly check for officers and a monthly check for leaders, with what each one reports."
   }
  ]
 },
 "how_to_use": [
  "Open a chat AI such as Claude, ChatGPT or Gemini. Paste in the skill text from this page. It names other skills, such as major gifts and donor retention. They are not included, so your AI will skip those hand-offs.",
  "Prepare your records first. Replace names and contact details with IDs, and check your data policy before you paste anything.",
  "Paste your records, your fundraising goal and your team's available time. A spreadsheet export pasted as text works.",
  "Ask your AI to build the stage matrix, the move plan and the pipeline report.",
  "Check the stalled list and the next moves. Fix any stage that looks wrong before your team uses the plan.",
  "The numbers in the skill (a 30 to 50 percent close rate, 100 to 150 prospects per officer, 60 to 90 days stalled) are rules of thumb. Swap in your own figures when you have them.",
  "Hand stalled prospects to a major-gifts fundraiser, or move them to a low-touch appeal list. Run it again each quarter with fresh records to see which stage is slowing you down."
 ],
 "checks": [],
 "next": [
  {
   "name": "Weekly work review planner",
   "url": "https://useaiblocks.com/skills/weekly-review-guide",
   "why": "Weekly work review planner"
  }
 ],
 "source": {
  "by": "Nonprofit Skills",
  "repo": "sector-skills/nonprofit-skills",
  "url": "https://github.com/sector-skills/nonprofit-skills/tree/7d8a2ca9d471fc975d0e9ccd02fcdd66520fd1c8/nonprofit-skills-library/skills/fundraising-development/nonprofit-donor-pipeline",
  "licence": "MIT",
  "original_name": "nonprofit-donor-pipeline",
  "commit": "7d8a2ca9d471fc975d0e9ccd02fcdd66520fd1c8"
 },
 "credits": [
  {
   "title": "nonprofit-donor-pipeline skill",
   "by": "Nonprofit Skills",
   "url": "https://github.com/sector-skills/nonprofit-skills/tree/7d8a2ca9d471fc975d0e9ccd02fcdd66520fd1c8/nonprofit-skills-library/skills/fundraising-development/nonprofit-donor-pipeline",
   "used": "Copied under the MIT licence. We gave it a plain name. We added notes marked \"Added by AI Blocks\" so it works in this library, including one that asks for donor names and contact details to be swapped for IDs before records are pasted. We added Before you start and After this sections that link to other AI Blocks steps."
  },
  {
   "title": "Original author",
   "by": "Brendon Connelly",
   "url": "https://brendonconnelly.com",
   "used": "Wrote the skill; Nonprofit Skills shared it in their collection."
  }
 ],
 "files": [
  "LICENSE"
 ],
 "links": {
  "page": "https://useaiblocks.com/skills/nonprofit-donor-relationship-planner",
  "markdown": "https://useaiblocks.com/skills/nonprofit-donor-relationship-planner.md",
  "json": "https://useaiblocks.com/skills/nonprofit-donor-relationship-planner.json",
  "instructions": "https://useaiblocks.com/skills/nonprofit-donor-relationship-planner/SKILL.md",
  "download": "https://useaiblocks.com/skills/nonprofit-donor-relationship-planner.zip",
  "api_item": "https://useaiblocks.com/api/v1/items/nonprofit-donor-relationship-planner",
  "api_document": "https://useaiblocks.com/api/v1/documents/skill/nonprofit-donor-relationship-planner",
  "mcp": "https://useaiblocks.com/mcp"
 }
}