Episode Transcript
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Keith Greer, CFRE (00:00):
Your phone
buzzes three times before 8 am.
Three different donors, threeseparate questions.
By noon your CRM queue has 12more.
Suddenly, you're drowning inreplies, tempted to copy and
paste last month's responses,hoping no one notices the echo.
But what if you had one plainEnglish prompt that instantly
(00:20):
produced a tailored, thoughtfulreply for each message, freeing
you to pick up the phone andfinally call that donor ready to
upgrade their gift?
Because the longer your inboxowns you, the less room you have
for relationships and revenue.
So let's talk fundraising.
(00:42):
In fundraising there's anelement we tend to overlook, not
because it's unimportant, butbecause it feels deceptively
simple Responding quickly andthoughtfully to donor emails.
It's easy to underestimateuntil you realize how central
responsiveness is to trust.
Building your ability to replypromptly doesn't just matter for
(01:02):
donor relationships.
It directly shapes yourorganization's bottom line.
Timely responses deepen trust,and trust is the foundation for
generosity.
Yet, ironically, responding toemails is also one of the most
challenging tasks for busyfundraisers, and let's explore
why that is.
Each morning, you open yourinbox to a tidal wave of donor
(01:25):
messages.
They range from quick check-insto complex questions about
programs, impact metrics,upcoming events and giving
opportunities.
These emails aren't justadministrative tasks.
They're relationship,invitations, opportunities to
build trust and deepenengagement, but the sheer volume
quickly becomes overwhelming.
(01:46):
The temptation to copy-pasteprevious replies or rely on
boilerplate language growsstronger by the minute.
It's not laziness, it'ssurvival.
Yet we all sense that thesegeneric replies come with hidden
costs.
While they may check the box onyour to-do list, donors quickly
notice when messages feelrecycled or impersonal.
(02:09):
And so let's pause right here.
Think about how you feel whenyou get a clearly templated
email from an organization thatyou've supported.
It's disappointing, right.
It quietly signals that yourrelationship with them is
transactional rather thanmeaningful.
It erodes your sense ofconnection even subtly.
But now imagine your donorsfeeling the same disappointment.
(02:31):
And it's not just about donorperception.
Responsiveness also directlyimpacts your ability to secure
larger gifts.
Delays and impersonal repliessubtly slow down donor momentum.
When someone reaches out withgenuine curiosity, enthusiasm or
generosity, they're looking forreassurance and connection.
(02:52):
A slow response, or worse, noresponse, sends an unspoken
message your question isn'turgent, or even your
relationship isn't important, oreven your relationship isn't
important.
But let's step back and ask whyresponsiveness is so challenging
in the first place.
It's because, in addition tomanaging emails, fundraisers
(03:14):
like you juggle donor calls,program planning, board
presentations, crm updates,galas, silent auctions and other
large events, not to mentiongrant proposals and all the
grant management tasks too.
Your daily calendar is packedto the brim.
Emails, though crucial, becomeyet another task competing for
your limited attention.
(03:34):
So here's the hidden cycle thiscreates you delay your replies
because you're busy, which makeseach message pile up, which in
turn creates anxiety aroundopening your inbox.
And by the time you finallyaddress the emails, your
creativity and energy are goneand you resort to quicker, less
personalized responses.
(03:55):
In other words, this isn't apersonal failing, it's a broken
structure that is overwhelming,and broken structures require
structural solutions.
So consider another angle.
Many fundraisers feel a subtleguilt about their inbox backlog,
(04:15):
as though unanswered emails aresigns of personal inadequacy.
But the truth is overflowinginboxes aren't a reflection of
your skill or your dedication.
It's a reflection of yourrole's complexity and the sheer
volume of relationships thatyou're stewarding.
Recognizing this distinction isfreeing.
It moves you away from guiltand toward curiosity and
strategic problem solving.
(04:36):
Think about the psychologicalbenefit of timely email replies.
Each prompt response tells yourdonor I see you, I value your
time and your relationshipmatters deeply to our mission.
It demonstrates integrity, itbuilds credibility and it
quietly nurtures loyalty.
Timely email responses alsohave measurable benefits.
(04:59):
Studies consistently show thatrapid responses improve donor
engagement and even increase thelikelihood of continued support
.
The longer an email sitsunanswered, the colder the donor
relationship becomes, momentumfades and enthusiasm dims.
But let's also acknowledgesomething else Email
responsiveness can feel like atrade-off with your creativity
(05:22):
and strategic thinking.
You might believe deep downthat a thoughtful reply demands
significant time and mentalenergy.
You've probably felt ityourself.
If you could just get a blockof uninterrupted time, you'd
craft an exceptional reply.
It's like the old phrase if Ihad more time, I would have
written you a shorter letter.
But when the inbox pressuremounts, exceptional settles for
(05:46):
good enough or worse, the emailsimply gets lost entirely.
Now consider how differentlyyour inbox might feel if you had
a system, a repeatable approachto handling donor communication
swiftly.
Yet personally, what if eachreply didn't require deep
thinking from scratch, butinstead began from a strong
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starting point?
Here's where technology,especially something like
ChatGPT, becomes more than justa convenience.
It becomes a strategic partner.
By having ChatGPT handle yourfirst drafts, you're not
abdicating responsibility,you're reclaiming control.
You're moving from reactive toproactive and from overwhelmed
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to strategic.
So imagine this you start yourmorning with dozens of donor
emails.
Instead of feeling dread, youcalmly apply a structured prompt
.
Within moments, thoughtful,tailored replies appear ready
for your quick edits and yourpersonal touches.
You haven't just saved time.
You freed emotional and mentalbandwidth for strategic
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activities like donor calls,program oversight or even just a
few extra minutes of thoughtfulreflection.
Timelines stop being animpossible ideal and become a
realistic standard.
This consistent responsivenessdeepens donor trust, and donor
trust fuels everything thatyou're trying to achieve, and
(07:12):
here's the crux of the principlewe're exploring.
Your donors don't need yourevery reply to be perfect, but
they do need it to be timely andthoughtful.
Automating initial drafts ofroutine replies doesn't
undermine authenticity.
It actually enhances it,because, with the administrative
burden eased, you can focus onadding the one or two personal
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touches that matter the most.
Take a moment and reflect onthis.
Think about an email youreceived recently from someone
you respect professionally.
It probably wasn't perfect, butit was prompt, clear and warm.
How did that make you feelValued, seen, important?
(07:57):
That's precisely how yourdonors want to feel, and now
reflect inward again.
Feel and now reflect inwardagain.
What if, instead of dread, yourinbox sparked excitement?
What if each email felt like afresh opportunity for connection
and stewardship, not anotherburden to endure.
That's not just wishfulthinking.
It's entirely possible when youhave the right systems in place
(08:20):
.
Ultimately, email responsivenessisn't about ticking boxes.
It's about nurturingrelationships intentionally and
strategically.
It's about signaling respectand gratitude consistently.
It's about transforming routinetasks into meaningful
interactions, and the good newsis, technology now makes this
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easier than ever before, and youdon't need specialized
knowledge or endless resources.
You just need a thoughtfulprompt and a simple system.
In just a moment, we'll diveinto exactly how to build and
implement this system, but rightnow, let yourself embrace this
powerful fundraising principlefully.
(09:03):
Timely, thoughtful responsesaren't just administrative tasks
.
They're acts of stewardship,trust and relationship building.
When you understand this deeply, your inbox stops being a
taskmaster.
Instead, it becomes your allyin deepening donor relationships
, increasing revenue andultimately advancing your
(09:25):
mission.
Let's dive deep into thepractical side of taming your
overwhelming inbox.
Now.
How exactly do you put thisprinciple into action
consistently, especially whenyou're already short on time?
And that's where ChatGPT comesinto play as your reliable
writing assistant.
Let me introduce you to astraightforward yet powerful
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approach building a reusablereply draft prompt.
With this prompt, you'llquickly generate personalized
email responses withoutsacrificing your authentic voice
.
And here's how it works indetail.
First, we're going to create astructured template.
This template will rely on afew simple variables, pieces of
information that you'llcustomize each time to create
(10:09):
personalized and thoughtfulresponses.
Here are the core variablesyou'll use.
I'm putting these in brackets,similar to how you would a mail
merge.
So the first one is donor firstname.
This keeps the message personaland warm.
The next one is topic Clearlyidentifies the subject or
question the donor is raising.
(10:29):
And the third one is the nextstep.
The next step invites the donorto a specific follow-up action
or deeper engagement.
And then we have tone, whichensures that your reply matches
your organization's style andyour donor's expectations.
And finally, we have word count.
Word count allows you tocontrol the length, helping your
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message stay focused andappropriate to the context.
With these variables, you canhandle virtually any email
inquiry, question or follow-upquickly and confidently.
So let's look at exactly howthis works in practice.
Here's a clear, actionableprompt that brings these
variables together Write a wordcount word reply to donor first
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name.
Who asked about?
Topic thank them, answer thequestion clearly.
Thank them, answer the questionclearly and invite next step.
Keep the tone.
Tone and avoid jargon.
So that kind of sounds a littlecomplicated.
And here's a practical exampleof how this might look.
Imagine you've received anemail from a donor named Sarah.
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She's recently attended anevent and asked about
opportunities to support youryouth mentoring program.
You want to reply warmly,clearly, outline the way she can
get involved and invite her tomeet some of the participants
directly.
You'd simply input this promptinto ChatGPT, write a 100-word
reply to Sarah, who asked aboutopportunities to support our
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youth mentoring program, thankher, answer the question clearly
and invite her to attend ournext mentoring session to meet
participants.
Keep the tone warm and invitingand avoid jargon.
In seconds, chatgpt generatessomething that looks like this
Hi, sarah, thanks so much forreaching out and for your
interest in supporting our youthmentoring program.
(12:20):
We truly appreciate yourenthusiasm.
There are several meaningfulways you could get involved,
from sponsoring a mentor menteematch to supporting our monthly
workshops.
I would love to invite you toour next mentoring session,
happening next Wednesday evening.
You'd have a chance to meet theincredible young people we
serve, see the program in actionand discuss ways you can make
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an immediate impact.
Would you be available to joinus?
Warm regards and then aplaceholder for your name.
With this draft, you're nolonger staring at a blank screen
.
Instead, you have a solid,personalized starting point you
can quickly tweak before sending.
The difference this makes toyour workflow is profound.
Instead of getting bogged down,you now handle email replies
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efficiently, warmly and withsignificantly less stress.
Now let's talk through thepractical steps for using this
prompt repeatedly, so it trulybecomes a workflow shortcut
Paste, tweak and send.
Once your prompt generates theinitial draft, the key step is
the quick polish.
This isn't about heavy editingor rewriting from scratch.
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Instead, you quickly scan themessage to ensure accuracy,
adjust a phrase or two to bettermatch your voice, add any
special details you know matterto that donor, and then you send
it.
This entire process, frompasting the prompt generating
the draft, polishing and hittingsend, should typically take two
to three minutes and, crucially, your donor receives a reply
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that feels thoughtfully craftedand genuinely personalized.
Imagine what you could do withan extra hour each week.
Maybe you'd use that hour tomake a few more donor calls,
craft a personalized thank younote, or brainstorm your next
fundraising campaign.
Maybe you'd simply appreciatefeeling less rushed and more
thoughtful.
Maybe it means that you canactually go home on time to be
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with your family.
Whatever the case, it's adirect, measurable win.
Beyond speed, there's anotherhuge benefit of this workflow it
reduces mental fatigue, becausedecision fatigue is real.
Each email reply, when craftedfrom scratch, requires decisions
.
How do I phrase this?
What details should I include?
How formal should it sound?
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Over a day filled with emails,that adds up.
It leaves you mentallyexhausted and by the end of the
day, your replies suffer inquality.
This structured, prompt-basedapproach removes many of these
micro decisions, allowing yourbrain to stay fresh and engaged
for more complex and strategictasks.
You maintain high-qualitystewardship even when you're
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managing a high volume ofrelationships.
I've spoken personally withfundraisers who started
skeptical about using AI forreplies.
They worried their voice mightfeel canned, impersonal or
cheapened.
Yet when they put this methodinto practice, they consistently
find the opposite.
Rather than diminishing theirauthenticity, the structured
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prompt enhances it, freeingmental and emotional energy to
add the thoughtful, personaldetails that truly matter to
your donor.
One fundraiser recently told methat the simple act of seeing a
clear draft appear instantlylifted a burden she didn't even
realize she was carrying.
She could quickly add onethoughtful sentence, a personal
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anecdote, a detail from theirlast meeting, a specific thank
you and send it with confidence.
So now let's pause briefly to doa little reflection.
Can you imagine yourselfadopting this approach?
What donor email currentlywaiting in your inbox would
benefit from this structured,prompt-based reply method?
Can you picture how your daymight shift, how your workload
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might feel lighter?
How your donors might sense agreater depth of care and
responsiveness from you?
Might sense a greater depth ofcare and responsiveness from you
.
Ultimately, using ChatGPT in thestructured, intentional way
isn't just about speed.
It's about stewardship.
It's about systematicallyensuring each donor feels valued
, heard and engaged, withoutoverwhelming yourself.
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It's about transforming yourinbox from a daily drain into an
asset for deepeningrelationships.
So in just a moment, we'regoing to dive into the mindset
shifts that make this possible,but for now, let yourself fully
embrace this practical andproven approach.
Recognize the impact thatstrategic prompts can have, not
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just on your workflow, but onyour relationships and your
fundraising success, becausethis is how technology becomes
your ally, not your adversary.
This is how you makeresponsiveness sustainable,
authentic and deeply impactful.
Before we wrap up, let's addresssomething that might still be
lingering in your mind.
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It's natural, even wise, to becautious about adopting new
tools, especially when you'vespent years carefully crafting
your authentic voice.
A common fear among fundraisersjust like you, is that using
templates, especially onesgenerated by AI, could make your
message feel canned, impersonalor even robotic, and let me
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validate that concern right now.
You've invested deeply inbuilding trust and connection
through your personal style.
Every interaction with a donor,whether in person or written,
represents your integrity, yourpersonality and your care.
So the hesitation you feelisn't trivial.
It's a sign of the seriousnesswith which you take your role.
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But let's gently explore thismindset together, because what
feels risky at first mightactually be a powerful tool in
your fundraising toolkit.
So consider this when you use astructured, ai-supported reply
draft, you're not surrenderingyour voice.
Instead, you're leveraging aresource that protects and
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amplifies it.
Imagine hiring a junior writerfor your team.
They wouldn't initially knowyour voice perfectly.
They'd produce drafts you'dcarefully shape and refine.
Their first contributions mightfeel a bit generic, but soon
you'd guide them into capturingyour tone, your warmth and your
thoughtful insights.
Eventually, they'd becomeindispensable, freeing you to
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focus your time and your energyon relationship building and
strategic communication.
And that's exactly the way tothink about using structured
prompts with ChatGPT.
It's not outsourcing yourauthenticity.
It's delegating that initialframework, giving you back
precious minutes that allow youto polish the reply with
personal touches that reallyonly you can add.
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What might those touches looklike?
Perhaps it's a thoughtfulreference to your last
conversation with the donor,maybe it's recalling their
favorite program or asking abouttheir family.
Those small details, often justa sentence or two, create the
warmth and the intimacy that youvalue.
And now, instead of spendingall your energy structuring the
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reply, you can pour moreattention into those vital
personal details.
And here's another criticalreframe to consider.
Templates don't limit creativity.
They actually liberate it.
Think of your favorite novelsor movies.
They follow proven structures abeginning, middle and end but
with those structures, endlesscreativity thrives.
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The structure provides clarityand focus, allowing the creator
to add compelling characters,moving dialogue, emotional depth
and rich storytelling.
Your emails to donors canfunction similarly.
A reliable framework frees youto think more creatively and
personally, enhancing ratherthan restricting your authentic
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expression.
Structure provides theguardrails that keep your
messaging consistent and clear,leaving you ample room to
express the warmth and care thatdefines your fundraising.
There's also a subtle butpowerful internal shift worth
highlighting here.
Some fundraisers secretlybelieve that taking advantage of
automation or AI-supportedtemplates somehow cheapens their
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skill or professionalism.
Perhaps you felt a twinge ofguilt around this thinking.
Am I taking shortcuts?
Am I somehow less committed orless authentic?
But let's challenge thatmindset.
Fundraising at its core isabout relationships and impact,
not about how long you spenddrafting each email.
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Your donors valueresponsiveness, clarity and
thoughtfulness, not whether eachword was painstakingly chosen
from scratch.
Embracing efficiency toolsdoesn't cheapen your
professionalism.
It enhances it, demonstratingyour commitment to effective
communication and carefulstewardship.
So let's go deeper into anothermindset layer.
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Behind the hesitation aroundtemplates often lies a belief
that authenticity equals doingeverything yourself.
But authenticity isn't aboutdoing everything manually.
It's about intention andgenuine care.
If a structured approach letsyou respond more quickly, warmly
and thoughtfully, yourauthenticity isn't lost.
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It's amplified.
Your donors don't want youoverwhelmed, exhausted or
stretched too thin.
They want your best thinking,your clearest communication and
your heartfelt care.
Learest communication and yourheartfelt care.
Templates and AI-generateddrafts allow you to protect your
energy, maintaining consistentquality and show up fully for
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your donors.
Still, skepticism is naturaland you might wonder will my
donor sense this is a template?
Will it feel repetitive if Iuse a similar structure
regularly?
Let's look honestly at whatmakes donor communication
effective.
Your donors don't noticetemplates.
They notice warmth, clarity,gratitude and responsiveness.
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A thoughtfully used templatedoesn't raise alarms.
It quietly assures donors ofyour reliability and your care,
and each customized detail youadd the message feels fresh and
genuinely personal.
Because it is personal.
And here's a practical tip toreinforce this shift Think of
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your template not as arestrictive tool, but as a
gentle starting place.
A template sets the stage,provides clear direction and
removes the uncertainty aroundwhat to write.
From there, your creativityflows easily.
Your personalized sentencesfeel authentic because you're
not starting from zero, butyou're building from a solid
(23:06):
foundation.
Imagine for a moment if youcould approach your inbox each
morning feeling genuinelyexcited Instead of dread or
overwhelm.
You have confidence, knowingyou can quickly draft warm,
responsive emails that reflectyour true voice.
Your mental and emotionalenergy stays high, leaving more
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capacity forrelationship-building, calls,
strategic planning or simplytaking a deep breath and
enjoying your work.
And this isn't hypothetical.
Fundraisers who've adopted thisapproach consistently share
that the initial resistance totemplates quickly fades,
replaced by relief, empowermentand a genuine sense of
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liberation.
I'd invite you to experimentyourself.
Pick one email this afternoonthat's been sitting in your
inbox and apply the structuredprompt we discussed earlier.
Take notice of how it feels,how your mindset shifts from
burden to opportunity, how yourauthenticity comes through
easily and how much time youreclaim.
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Authenticity isn't fragile.
It won't break under structureor automation.
In fact, true authenticitythrives when supported by
thoughtful tools that reduceyour stress, free your
creativity and enhance your care.
So consider this final reframecarefully.
You're not adopting templatesdespite your authenticity.
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You're adopting them because ofit.
You value donor relationshipstoo much to risk burnout or
inbox overwhelm.
You value thoughtfulcommunication too deeply to
allow rushed generic replies tocreep in under pressure.
Templates help you protect whatmatters most your energy, your
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relationships and youreffectiveness.
You don't have to trust meblindly.
Just trust yourself enough totry.
Lean into this mindset shift, ifonly for a day, and notice the
impact.
Notice the quality of yourreplies, the responses you
receive and your own internalease.
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The proof, I suspect, will showitself quickly.
In the end, this mindset isn'tabout templates, it's about
stewardship.
It's about consistently givingyour donors the very best of
yourself reliably, sustainablyand joyfully.
And that's not selling out,that's stepping up.
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Now let's bring thisconversation toward its close
Understanding clearly that yourauthenticity and care aren't at
odds with structure andautomation.
They're strengthened by it.
Today, we explored one of themost powerful yet misunderstood
tools in your fundraisingtoolbox Structured templates and
AI-supported drafts for donoremail replies.
(25:56):
We started by dissecting theoverwhelm of your inbox, learned
how to build a clear,variable-based prompt, and saw
exactly how quick drafts canreclaim your time for deeper and
more thoughtful stewardship.
Your next step is simple butpowerful Copy the 44-word
template provided in the shownotes and try it out on one real
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donor email sitting unansweredin your inbox today.
Notice the minutes you reclaimand then message me directly on
LinkedIn.
I really want to celebrate thisquick win with you.
Also, if this episode gave younew insights or helped you shift
your workflow, I'd deeplyappreciate it.
If you subscribe to the podcastright now, leave a five-star
(26:39):
rating and write a brief review.
Here's a helpful tip when youwrite your review, share exactly
what you'd say to a friend ifyou are recommending this
podcast to them.
Your authentic recommendationhelps others find clarity,
confidence and connection intheir fundraising journey.
As we wrap today, a quickteaser for the next week.
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Your board packet is waitingand we'll show you exactly how
ChatGPT can simplify thatdaunting document preparation
into a clear, compellingone-pager that your board will
actually read.
Until then, thank you for yourtrust, your commitment to your
donors and your ongoingdedication to the vital work of
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fundraising.
I'll see you next time.