Giving Opportunities Menu Builder Beta

Create a draft menu that shows donors what they can fund, how much to give, and what their gift will accomplish.

Enter information about your campaign and the giving opportunities you’re considering. This tool organizes your notes and prepares instructions for ChatGPT or Claude. You’ll copy that material into your AI tool to develop the donor-facing menu.

Start with two or three opportunities. Estimates and unfinished descriptions are fine.

Protect confidential information as you work. Use an alias for your organization if needed. Leave out donor names, contact details, and private information about individuals. Only include information your organization permits you to share with the AI tool you plan to use.

Step 1

Describe your campaign

Give the AI enough background to understand your organization and what you want to accomplish through fundraising.

The draft updates as you type. You do not need to submit the form.

Use your organization’s name or a placeholder such as “Community Arts Center.”

Include a public link if you want to provide additional context.

Describe your organization’s work, the need you want to address, and what the campaign will make possible. Include your fundraising goal and timeline if you know them.

Use notes or existing copy. You’ll enter individual giving opportunities in Step 2.

Upload text, Markdown, CSV, or PDF files. The tool places the extracted text in the field above. Review it and remove anything you don’t want to include.

If you’ve completed the Campaign Readiness Self-Assessment, paste your results here. You can also transfer them directly from the assessment using its Giving Opportunities Menu Builder button.

You can use this builder without completing the assessment.

Step 2

Describe each giving opportunity

Each opportunity should explain something a donor could fund and the amount you would ask them to consider.

Complete the fields for your first opportunity, then select Add another opportunity. Start with what you know; you can refine the details later.

Step 3

Choose a writing style and review your information

Choose the style that best fits your organization and the donors who will read it.

Review before copying. Check the material below for confidential information, including anything from uploaded files. Remove private donor or staff information and any organizational details you do not have permission to share.

Keep public or approved gift amounts that the AI needs to understand your opportunities. Use clearly marked placeholders for confidential amounts.

Your materials for ChatGPT or Claude

The text below combines your campaign notes, giving opportunities, and instructions for the AI.

Copy it into a new conversation in ChatGPT or Claude. The AI will ask about missing information and help you draft the menu. Your team will need to confirm the amounts and approve the content before sharing it with donors.

Copy places the text on your clipboard so you can paste it into your AI tool. Download saves the same text as a file.

Text to copy into ChatGPT or Claude