Generate a quarterly board report including: 1) Executive summary of key achievements and challenges, 2) Grant portfolio performance metrics and highlights, 3) Financial position and burn rate, 4) Progress on strategic priorities, 5) Risk issues and mitigation, 6) Upcoming decisions needed. Format for board presentation with clear visuals.

Develop our annual impact report showcasing: year in review highlights, total giving and reach, impact stories by program area, grantee testimonials, financial summary, lessons learned, and future outlook. Include compelling visuals and infographics. Balance data with human stories.

Prepare a briefing memo for the [committee name] covering: background on issues, analysis of options, staff recommendations, financial implications, risk assessment, and requested actions. Include supporting data as appendices. Keep to 2-3 pages with clear action items.

Create a donor stewardship report for [donor name] showing: how their contributions were used, specific impact achieved, beneficiary stories related to their interests, financial stewardship metrics, and upcoming opportunities aligned with their giving priorities. Personalize based on donor history and preferences.

Generate a compliance report for [regulatory requirement - e.g., 990-PF, state AG filing] including: required disclosures, grant lists, compensation information, conflict of interest statements, and lobbying activities. Ensure accuracy and completeness for regulatory submission.

Draft an annual letter from [CEO/Board Chair] reflecting on the past year and looking ahead. Include: major achievements, challenges faced, lessons learned, strategic pivots, gratitude to partners, and vision for the future. Balance data with storytelling and maintain authentic voice.

Write a press release announcing [grant amount] to [organization] for [purpose]. Include: compelling headline, lead paragraph with key facts, quotes from leadership and grantee, background information, and impact projections. Follow AP style and include boilerplate.

Create a month of social media content showcasing our work in [focus area]. Include: grantee spotlights, impact statistics, behind-the-scenes content, thought leadership, and calls to action. Vary content types and optimize for each platform (Twitter, LinkedIn, Instagram).

Transform [program/grant] outcomes into a compelling impact story. Include: human-centered narrative, specific examples, data points woven naturally, quotes from beneficiaries, challenges overcome, and broader implications. Format for [use - website, report, presentation].

Create a one-page fact sheet about our foundation including: mission and vision, focus areas, key statistics (total giving, number of grantees), geographic reach, signature programs, impact highlights, and contact information. Design for multiple uses.

Write a thought leadership article on [topic] from the perspective of [foundation leader]. Include: unique insights from our grantmaking experience, data and evidence, provocative but constructive viewpoint, calls to action for the sector, and connection to broader trends.

Refresh website content for [section/page]. Ensure: clear value proposition, accessible language, SEO optimization, compelling visuals suggestions, clear calls to action, and mobile responsiveness considerations. Include metrics to track engagement.

List all grant payments made this tax year. Show grantee names, amounts, dates, and programs. Include totals by program area.

Review expenditure responsibility requirements for grants to [non-501c3 organizations, international grantees, or fiscal sponsors]. Ensure proper documentation, reporting requirements, and compliance procedures are in place. Create tracking system for ongoing monitoring.

Review [grant/transaction] for potential conflicts of interest. Check against board member affiliations, staff relationships, and financial interests. Document any conflicts identified and recommend management strategies per our conflict of interest policy.

Review [grant/activity] for potential lobbying issues. Identify any direct or grassroots lobbying, ensure compliance with private foundation restrictions, and document permissible vs prohibited activities. Provide guidance on allowable advocacy activities.

How many grants did we make last year? Break down the count and total funding amount by program area. Show me a bar chart if possible.

Create a chart showing our grant-making for the last 12 months. Show both the number of grants and total amounts by month.

Who are our top 10 grant recipients by total funding amount? Show the organization name, total amount received, and number of grants.

What is our average grant size? Break it down by program area and show how it compares to last year.

Perform comprehensive due diligence on [organization name]. Assess: 1) Financial health (review 990s, audits, revenue diversity), 2) Organizational capacity (leadership, staff, systems), 3) Program effectiveness (past outcomes, evaluation capacity), 4) Risk factors (financial, reputational, operational), 5) Alignment with our mission and values. Provide a recommendation with risk mitigation strategies.

Analyze the financial health of [grantee organization] using their last 3 years of financial statements. Calculate key ratios (current ratio, months of cash on hand, revenue diversity, functional expense ratios). Identify red flags, trends, and sustainability concerns. Compare to similar organizations.

Evaluate the risk associated with the leadership transition at [organization]. Consider: succession planning, board strength, key person dependencies, organizational culture, stakeholder relationships, and financial implications. Recommend support strategies or risk mitigation measures.

Review [grant application/report] for potential fraud indicators. Check for: unrealistic outcomes, budget inconsistencies, documentation gaps, unusual spending patterns, and misaligned narratives. Cross-reference with public records and past submissions. Flag any concerns for further investigation.

What were our total grant disbursements for each of the last 3 years? Show the amount and percentage change year-over-year.

Review the budget for [grant proposal] assessing: cost reasonableness, indirect cost rate, personnel allocations, cost per outcome, and alignment with project scope. Compare to similar grants and sector benchmarks. Identify any concerns or needed clarifications.

Analyze our administrative costs including: total operating expenses, cost per grant dollar, staffing costs, professional services, and overhead allocation. Compare to foundation benchmarks by asset size. Identify opportunities for efficiency.

Analyze the impact of investment performance on our grantmaking capacity. Review: investment returns vs benchmarks, spending policy effectiveness, inflation impact, and long-term sustainability. Model different market scenarios and recommend grant budget adjustments.

What percentage of our total funding goes to each program area? Show me a pie chart of the distribution.

Draft a grant award letter to [organization] for [amount] to support [purpose]. Include: grant terms and conditions, reporting requirements, payment schedule, recognition guidelines, and compliance requirements. Strike a celebratory but professional tone.

Draft a declination letter for [organization] that applied for [program]. Acknowledge their work, explain the decision (competitiveness, alignment, etc.), provide constructive feedback if appropriate, and suggest other potential funders or reapplication opportunities. Maintain relationship for future.

Generate check-in questions for meeting with [grantee] at [stage - beginning/middle/end] of grant. Include questions about: progress toward goals, challenges faced, lessons learned, capacity needs, sustainability planning, and how we can be helpful beyond funding.

Conduct a capacity building needs assessment for [grantee/cohort]. Evaluate needs in: strategic planning, financial management, evaluation, fundraising, board governance, technology, HR, and communications. Prioritize needs and recommend specific support strategies.

Design an agenda for a [half-day/full-day] grantee convening on [topic]. Include: learning objectives, mix of presentation and interactive sessions, peer learning opportunities, networking time, and actionable takeaways. Consider virtual, hybrid, or in-person format.