PowerUp Challenge: Task Two - Create or Refine a Donor/Volunteer Message with Chat for Blackbaud AI

Dear Patricia,

Thank you so much for joining us at the Fran Payne Society Spaghetti Dinner! Your participation and support mean a great deal to us and the community we serve. Events like this not only help us raise essential funds but also strengthen our connections with supporters like you.

We truly appreciate your commitment to our mission at Jack & Jill Center. Together, we are making a positive impact on the lives of those we serve.

Thank you once again for being a vital part of our community!

Warm regards,

[Your Name]
Jack & Jill Center

I asked it to create a planned giving ask because I am a recurring donor (tested all of this on my own record) and it was very generic and used Legacy Society repeatedly/too much and it was not very inspiring of a message. I asked it to suggest the most likely method of planned gift and to use Legacy Society less, it just gave a list of PG vehicles. I asked it to suggest the most likely vehicle and while it gave me the same 6 options again, it did suggest two that were more likely.

Dear Daniel R. Snyder,

I hope this message finds you well! I wanted to take a moment to express our heartfelt gratitude for your recent gift of $10.00 designated for the General Purpose Endowment as part of the Endowment campaign. Your generosity plays a crucial role in supporting our mission and enhancing the educational experience for our students.

Thanks to your contribution, we are able to provide essential resources that directly impact our programs and initiatives. Your support helps us maintain and grow the endowment, ensuring that we can continue to offer scholarships, enhance facilities, and invest in innovative projects that benefit our community.

We truly appreciate your commitment to Bennington College and the positive difference you are making in the lives of our students. Thank you once again for your generosity and support.

Warm regards,

[Your Name]
[Your Title]
Bennington College

This worked pretty well. I tried it on someone who is a bigger donor as well as someone who has lapsed and we haven't had a lot of contact with. I think it does work better when you give it a starting point to make adjustments from rather than drafting it from only the information on someone's record.

I think the letter it generates is a good starting point for my fundraisers, especially if they have writer's block. It's much easier to revise something that already exists as opposed to a blank page. If I were the assigned solicitor, I'd know exactly where to slide in personal details to make it feel better. I'm still new at my org, but I've definitely noticed a lack of personal interests and history which would normally be recorded in call reports in actions. The details mostly live in the fundraiser's head (currently working on changing that, haha). Chat can't pull up what's not there.

*Please note that IT has not given me the green light to opt-in to this feature. My comments are based off what I've seen in demos and other community members' posts.

I actually liked this feature a lot more than the add an action feature. I appreciated how quickly it was able to pull the record as well as craft something that sounds like our actual thank you letters! I definitely think this could be a good starting point with crafting our donor engagement. I think I most appreciate how it can pull donor information and compile it easily. I think that will be helpful for my team when they're on the go to be able to pull information quickly and not search for it in the donor's profile.

I asked for a thank you letter for the latest gift but it wrote one for the gift before last. It was a nice thank you letter - obviously a bit generic as my organisation's "flavour" isn't baked in or set as defaults anywhere.

The first constituent I tried to draft a thank you letter for most recent gift, it couldn't find the most recent gift even though there was one a few days ago. I tried twice and it gave up and asked me to ask for something else. Then I tried a different person, it worked for them. The letter was good, I feel I would have to carefully read the letters it creates to make sure everything it says is appropriate and accurate before sending. I get a little nervous letting it generate my thank you letters, but as long as I pre-read them, it would be ok in some cases.