Claude can orchestrate an entire multi-channel fundraising campaign in one conversation. With your mission and donor data, Claude creates the strategic foundation (campaign plans, messaging frameworks, timelines) alongside the tactical execution assets (emails, social posts, thank-you templates, reporting dashboards). This means campaign materials that would take development teams weeks to coordinate get built in hours—with visual sophistication, brand consistency, and strategic depth.
I'm the Development Director at Ocean Guardians Alliance, a marine conservation nonprofit. We're launching our year-end "Protect Our Oceans 2025" campaign from November 15 to December 31 to raise $500,000 for three new marine sanctuaries and 50 youth education programs.
Our donor base breaks into four segments: Major Donors ($5K+, 23 people), Sustaining Champions ($1K-$5K, 87 donors), Engaged Supporters ($250-$999, 342 donors), and New/Emerging Donors (under $250, 1,200+ prospects). Each needs tailored messaging and touchpoints.
Our brand colors are Deep Ocean Blue (#0A3D62), Coral Reef Orange (#F47C3C), Seafoam Green (#4ECDC4), and Sandy Beige (#F0E5CF). Our voice is hopeful, science-backed, and community-focused—we emphasize partnership over doom-and-gloom.
I need the full campaign toolkit:1. Strategic campaign plan with donor segmentation, multi-channel timeline, messaging framework, and success metrics2. Social media content calendar spanning 6 weeks with platform-specific posts, hashtags, and engagement tracking3. Thank-you note templates for each donor segment with personalization fields4. Impact reporting dashboard to track progress against goals by donor segment and channel
Make everything visually sophisticated with our brand colors, premium formatting, and consulting-grade quality. Include working formulas in spreadsheets, frozen panes, conditional formatting—the full professional treatment.
Connect Gmail for draft creation and Google Drive for organized campaign asset storage so Claude can prepare email sequences and save everything to accessible folders.
If you have donor data in a CRM, connecting HubSpot or Close via Connectors lets Claude pull actual donor history, gift patterns, and engagement metrics. This personalizes campaign materials beyond generic templates. Upload any existing brand guidelines, previous campaign materials, or donor segment definitions to ensure consistency.
Connect Gmail for draft creation and Google Drive for organized campaign asset storage so Claude can prepare email sequences and save everything to accessible folders.
A complete multichannel fundraising campaign system with four integrated components:
Campaign Strategy Document — Comprehensive Word doc with donor segmentation strategy (4 tiers with profiles, approaches, and targets), detailed 47-day timeline across five campaign phases, messaging framework with segment-specific language, multi-channel coordination plan (email, social, direct mail, events), success metrics and KPIs, and post-campaign stewardship roadmap. Formatted with your brand colors, professional typography, and strategic tables.
Social Media Content Calendar — Excel spreadsheet with 6 weeks of platform-specific content (Instagram, Facebook, LinkedIn, Twitter), daily posts with captions, hashtags, and content types (Reels, Stories, Carousels), campaign milestone tie-ins (launch, Giving Tuesday, final push), engagement goal formulas and tracking sheet, platform color-coding for quick scanning, and frozen panes for navigation. Includes working formulas that calculate post counts and total engagement targets.
Thank You Templates — Four segment-specific thank-you note templates (Major Donors: handwritten-style personal letters; Sustaining Champions: formal letters with photo inserts; Engaged Supporters: warm emails with impact stories; New Donors: welcome emails with community invitation). Each includes personalization fields ([Name], [Amount], [Date]), impact language customized to giving level, stewardship messaging, and delivery recommendations.
Impact Dashboard — Interactive Excel dashboard tracking real-time campaign progress, key metrics (total raised, % to goal, donor counts, average gift), donor segment performance breakdown with progress bars, channel ROI analysis (email, social, direct mail, events), and backend data sheet with working formulas. Features your brand colors, conditional formatting (green for on-track, yellow for attention), frozen panes, and executive-ready design.
All materials maintain visual consistency with your brand identity, include working formulas and professional formatting, and are ready for immediate deployment or board presentation.
Develop materials for corporate matching gift partnerships: one-page partnership overview, employee giving campaign toolkit, matching gift administration guide, and recognition benefits by sponsorship tier. Format for professional distribution to HR and CSR departments.
Create a corporate partnership packet with materials for matching gift partnerships.
Map a cultivation strategy to move donors up giving tiers: identification criteria for upgrade prospects from each segment, personalized ask messaging, cultivation touchpoint sequences, and upgrade incentive structures. Include suggested upgrade amounts and timing strategies.
Create a donor upgrade cultivation strategy with touchpoint sequences.
Provide Claude with your team's review process, asset development timelines, and approval SLAs. Claude will build a comprehensive project plan with production schedule, stakeholder approval workflow, critical path milestones, and buffer time for revisions.
Create a project timeline that shows when each campaign asset needs to enter production, who reviews it, approval deadlines, and final delivery dates. Flag any bottlenecks where multiple assets require the same approver simultaneously.
The impact dashboard tracks channel performance (email, social, direct mail), but attribution gets messy when donors engage across multiple channels. Add unique tracking URLs or campaign codes to each touchpoint, then feed that data back to Claude to build multi-touch attribution models. Ask: "Create a multi-touch attribution framework that credits channels proportionally based on donor journey." This shows which channels drive conversion vs. assist, helping you optimize spend for next year.
Social media posts, email subject lines, and SMS messages have strict character limits that can break your carefully crafted message. Include these constraints in your initial prompt: "Keep Instagram captions under 2,200 characters, email subject lines under 60 characters for mobile preview, Twitter/X posts at 280 characters max." Claude respects these limits and writes complete thoughts within boundaries.
Notice how this campaign structure touches around Giving Tuesday but doesn't spam daily. Research shows donor fatigue sets in after 3-4 emails per week max. The strategy spaces major donor touches (6 over 47 days) more sparsely than new donor cultivation (12-15 touches). Match frequency to relationship depth. For your next campaign, ask Claude to "analyze my email calendar for potential donor fatigue windows and suggest optimal spacing."
When sharing donor information with Claude for personalization, consider what's actually necessary. You often don't need to share full names, exact addresses, or sensitive wealth indicators—donor ID numbers, giving tiers, and behavioral patterns let Claude personalize effectively without exposing individual identities. If you do share detailed donor data, remember that Claude doesn't retain information between conversations, but your organization's data governance policies still apply.
