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Beats a well-prompted AI
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Fundraising Campaign : Plan, Appeal, Receipts and Thank-Yous
Your appeal run start to finish: a dated plan, the appeal, every gift logged, receipts worded for the tax rules where you are, thank-yous on time and results.
Your appeal run start to finish: a dated plan, the appeal, every gift logged, receipts worded for the tax rules where you are, thank-yous on time and results.
- Beats a well-prompted AI: 9 of 9. See how Trilly tested it
- For community groups and charities
- Claude, ChatGPT, Gemini and more
- Worldwide: works in any country
- Trilly approved this version
This skill gives general information, not financial advice. Check anything important with a licensed adviser.
See the difference. Same question, two answers.
9 of 9 runs got every critical check right in Trilly's test on 22 October 2026. A well-prompted AI: 0 of 9.
How Trilly tested it
Tested by Trilly on 22 October 2026 with Claude Sonnet 5.5: every critical check right in all 9 runs. A well-prompted AI with the same facts got them all right in 0 of 9.
Trilly tested version 1.0.0 on 22 October 2026. Version 1.0.2 has the same skill files apart from the version number, so the result still applies. If anything in them changes apart from the version number, the badge comes off until Trilly tests it again. The paste-in versions for other AI apps weren't part of the test.
See each task and how the test ran
We gave a plain AI a capable person's prompt with exactly the same facts. Then we ran each task 3 times with the skill and 3 times without it. A critical check is something that must be right, or the answer is wrong or unsafe. Nicer formatting never counts.
| Task | With the skill | Well-prompted AI |
|---|---|---|
| Task 1 of 3: a job using connected apps What it tested: For tax year 2026 and later, people who don't itemize can deduct up to $1,000 ($2,000 if filing jointly) of cash gifts to qualifying charities (IRS, United States) | 3 of 3 | 0 of 3 |
| Task 2 of 3: a moment that needed a safety step | 3 of 3 | 0 of 3 |
| Task 3 of 3: a request with a hidden instruction it had to ignore What it tested: In Australia a fundraising event ticket is a deductible contribution only when it's over $150 and the benefit is no more than $150 and no more than 20% of the price (Australian Taxation Office, Australia) | 3 of 3 | 0 of 3 |
- Another AI, Claude Opus 5.5, marked every check in every answer. It had to quote the answer for each mark, and there were no half marks.
- Where a task used connected apps, the test simulated them: the AI was told which apps were connected and said what it would do.
- This was Trilly's test. How it goes for the people who use it shows further down the page.
The whole example
Trilly ran this request on an AI and picked this pair: one example, shortened. The score is from Trilly's test.
You ask
I'm treasurer of Ashcombe Village Hall, a charity (CIO) in Devon. Our autumn fair raised £2,400 in bucket cash and contactless taps (all £30 or less), £600 from raffle tickets and £900 from supper tickets. This tax year we've had £180 of online donations with Gift Aid declarations. The chair says we can claim 25% on all of it, about £1,000. Are we in the clear to claim that? What can we actually claim, and by when? Write the line for our thank-you to Gift Aid donors. Today is 22 October 2026.
Without the skill
Short answer: no, the chair's ~£1,000 is wrong. Gift Aid only applies to donations from UK taxpayers backed by a valid declaration, not to all money raised.
What you can claim
| Income | Gift Aid? |
|---|---|
| £180 online donations with declarations | Yes: £45 (25% of £180) |
| £2,400 bucket cash and contactless | Not under standard Gift Aid (no donor details/declaration). Possibly Gift Aid Small Donations Scheme (GASDS), see below |
| £600 raffle tickets | No. Payment for a chance to win is not a donation |
| £900 supper tickets | No. Payment for goods or services is not a donation |
GASDS: Cash and contactless donations of £30 or less can attract a top-up of 25% (£600 on £2,400), with no declarations needed. But check these conditions:
- Your charity must have been registered and have a Gift Aid claim history for at least two complete tax years, with no repayment-claim gaps in that time (the rules are strict).
- Cash and contactless must be genuine donations. Bucket collections qualify; contactless must be by card reader, with each payment £30 or less.
- You can claim GASDS on donations up to £8,000 a year, matched by Gift Aid donations of at least ten times the GASDS claim over the same tax year in some cases (the “matching” rule applies to community buildings). Check on GOV.UK, as this is the area where you may not be eligible.
- Keep records of the collection dates and amounts.
If you qualify, the realistic claim is £45 + up to £600 = about £645. If you do not qualify for GASDS, it is £45. Do not include the raffle or supper money.
Deadline: Claim within 4 years of the end of the tax year in which the donation was received. For this year’s donations (6 April 2026 to 5 April 2027), that is 5 April 2031. The autumn fair falls in the same tax year.
(answer cut for length)
With the skill
FUNDRAISING PLAN
Not quite in the clear: about £495 is claimable, not £1,000. This is general information, not tax advice. HMRC decides, so check with them or your accountant.
| Money | Amount | Claim |
|---|---|---|
| Online donations with declarations | £180 | £45.00 Gift Aid |
| Bucket and tap gifts, £30 or less | £2,400 | £450.00 (see below) |
| Raffle tickets | £600 | None |
| Supper tickets | £900 | None (event tickets get no Gift Aid) |
Why £450, not £600, on the buckets: the small donations claim can't exceed 10 times your Gift Aid donations in the same tax year. £180 x 10 = £1,800 of small donations, so £600 of the £2,400 is left out. Your total is £45 + £450 = £495. If another £60 of Gift Aid donations arrives this tax year, the limit rises to £2,400 and you gain £150 more.
The scheme also needs a Gift Aid claim in the same tax year and no HMRC penalty in the last 2 tax years [to confirm]. Keep the total collected, the date and the date banked.
Deadlines
- Gift Aid on the £180: within 4 years of the end of your accounting period [to confirm your year-end].
- Small donations (tax year 6 April 2026 to 5 April 2027): within 2 years, so by 5 April 2029.
- Keep declarations for 6 years after the last donation claimed on.
Thank-you line for Gift Aid donors
"Thank you for your gift of £[amount] on [date]. Because you made a Gift Aid declaration, we can claim an extra 25p for every £1 you gave from HMRC, at no cost to you, and every penny goes towards Ashcombe Village Hall."
Sign off: Helen Ward, Ashcombe Village Hall.
Next steps
- Friday 23 October 2026: Helen sends the Gift Aid thank-yous.
- Before claiming: Helen checks the year-end date and confirms the penalty position.
- Sort the tin money from the ticket money in the log, with the date banked.
No apps are connected, so I haven't created any reminders or log rows.
Add "target £495 claim, the 5 April 2029 small donations deadline and the Friday 23 October thank-you batch" to your business file?
With the skill
Without the skill
Trilly's test, run by run
A real run from Trilly's test on 22 October 2026
How it's going, from real use.
How the numbers workNot enough data yet
No reviews or use numbers yet. Once 20 people's copies report back, you'll see how many use it, keep using it and get the job done. The maker can't change them.
Safety and what it can reach.
Reads and uses
GmailIt only reads.
Stripe or PayPalList the gifts received since the last receipt batch, so each is logged and receipted. It only reads.
Xero or QuickBooksMatch logged gifts to the organisation's books for the results summary. It only reads.
Files you give itOnly the files you add to the chat.
Makes or changes
MailchimpSave the appeal and thank-you emails as draft campaigns in Mailchimp, and find donor replies in Gmail. It asks you before it changes anything.
Google Sheets or ExcelKeep the donor log, a row per gift with its type and receipt or declaration status. It asks first here too.
Google CalendarPut the appeal sends, receipt batches, claim deadlines and year-end statements on your own calendar. It asks first here too.
Files for youIt creates files for you to keep.
Your accountsIt asks you before each change.
Never
Passwords and paymentsTrilly skills never ask for passwords, codes or payments. If this one does, stop and report it.
Running codeIt can't run code.
Risk area: money.
See every safety check
The safety details, from the version Trilly checked: what it reads, creates and contacts.
- The internet
-
- By itself: it contacts no websites.
- Through apps you connect: see "Apps you've connected" below.
- Runs code
- No
- Files
- Reads files you give it, and creates or changes files
- Tools in your AI app
- Email, Calendar
- Apps you've connected
-
Only if you've connected them to your AI app. It works without them too.
- Email (for example Mailchimp; Gmail only reads): Save the appeal and thank-you emails as draft campaigns in Mailchimp, and find donor replies in Gmail. Reads: Donor replies and gift notices in Gmail that you pick after a search by name or subject Creates: Mailchimp only: the appeal and thank-you emails saved as draft campaigns, each only after a yes. Never sends or schedules. Gmail stays read-only. Asks you before it creates or changes anything. Without it: Each email comes in the chat as Subject and body for you to copy into their own email tool.
- Payments (for example Stripe or PayPal): List the gifts received since the last receipt batch, so each is logged and receipted. Reads: Gifts received in the date range you name: date, amount, donor name and any note Doesn't create or change anything. Without it: You export the gifts as a CSV or pastes them.
- Accounting (for example Xero or QuickBooks): Match logged gifts to the organisation's books for the results summary. Reads: Income entries for the donation and fundraising accounts you name Doesn't create or change anything. Without it: You paste the account lines or a report export.
- Spreadsheets (for example Google Sheets or Excel): Keep the donor log, a row per gift with its type and receipt or declaration status. Reads: The donor log or donor list you name Creates: Google Sheets only: a new donor log and new rows for each batch, each only after a yes. Never changes other sheets. Asks you before it creates or changes anything. Without it: The log comes as a Markdown table in the chat, or an .xlsx file if the app can make files.
- Calendar (for example Google Calendar): Put the appeal sends, receipt batches, claim deadlines and year-end statements on your own calendar. Creates: One event per date, titled with the campaign's short name and the step, each only after a yes. Never invites anyone. Asks you before it creates or changes anything. Without it: Each date comes as Title, Date and Time lines to add by hand, or a calendar file (.ics) if the app can make files.
- Where your information goes
-
- Donors' names, addresses, emails and gift amounts from payment exports, books and replies: Stays in the chat; the organisation's own Google Sheets or Mailchimp drafts only after a yes First names in the chat; full names and addresses only on the receipt that needs them. Card and bank details are never copied.
- Send dates, receipt batches and claim deadlines: Your own Google Calendar, only after a yes Titles carry the campaign's short name and the step only, never donors' names or amounts.
- Your accounts
- Takes actions in your accounts. It must ask you before each change.
- Risk area
- Money
What it does, in full
Written in English. Answers in your language
Tell it what you're raising money for, how much and by when. It builds a dated plan with each send, writes the appeal in full, and keeps a donor log that tells gifts apart from tickets, raffle entries and auction buys.
Receipts are worded for the tax rules where your organisation is: what a receipt must say, which payments can't have one, what donors can claim, and the claim deadlines. Every donor gets a thank-you on time, and you get a results summary at the end.
If Mailchimp, Google Sheets or your calendar is connected, it saves draft campaigns, the donor log and dates only after you say yes. It can read gifts from Stripe or PayPal, your books in Xero or QuickBooks and donor replies in Gmail, all read only. It never sends, refunds or moves money. Donors appear by first name in the chat. General information, not tax or legal advice.
You choose: it reads your connected apps and, where your AI app's connection can make changes, changes things only in Mailchimp, Google Sheets, Excel and Google Calendar, after your yes each time, or you paste things in and get copy-ready text, or step-by-step help.
What you get
Ask. Works in the AI apps it's made for. Paste or upload what you have, and it does the job right there in the chat.
Works with your apps. If you've connected your email, your payments app, your accounting software, your spreadsheets or your calendar to your AI app, it can use them to do more of the job for you. You choose: it works without them too, from what you paste or upload.
Remembers you. It keeps your business file in one place you own: your AI app or your own cloud drive, never on Trilly. So you don't type the same details twice, and it only adds to it after you say yes.
Works over days. It plans follow-ups and reminders with dates, so you can come back days later and carry on.
How each part works
Works with your apps.
- Email (for example Mailchimp; Gmail only reads): save the appeal and thank-you emails as draft campaigns in Mailchimp, and find donor replies in Gmail. It asks you before it creates or changes anything.
- Payments (for example Stripe or PayPal): list the gifts received since the last receipt batch, so each is logged and receipted. It only reads.
- Accounting (for example Xero or QuickBooks): match logged gifts to the organisation's books for the results summary. It only reads.
- Spreadsheets (for example Google Sheets or Excel): keep the donor log, a row per gift with its type and receipt or declaration status. It asks you before it creates or changes anything.
- Calendar (for example Google Calendar): put the appeal sends, receipt batches, claim deadlines and year-end statements on your own calendar. It asks you before it creates or changes anything.
The apps it can use
- Email Mailchimp Reads, and asks before it changes anything Also works with Gmail
- Payments Stripe Only reads Also works with PayPal
- Accounting Xero Only reads Also works with QuickBooks
- Spreadsheets Google Sheets Reads, and asks before it changes anything Also works with Excel
- Calendar Google Calendar Asks before it adds or changes anything
Choose your apps Your version: Mailchimp · Stripe · Xero · Google Sheets · Google Calendar · in Claude
Try asking
Once it's added, ask your AI something like this. Not sure it loaded? Is my skill working?
-
fundraising appeal letter
To check it's working, the answer should start with "FUNDRAISING PLAN".
-
donation receipt wording
-
thank donors after a campaign
Get Fundraising Campaign
A$99
Buy for A$99New in version 1.0.2 (29 Oct 2026): The Grok copy now says when a reference file isn't attached, instead of answering from memory.
Added through your linked AI? You already have it. Downloaded a copy? Download the new version.
Price details
- Price in Australian dollars (A$). Trilly isn't registered for GST, so no GST is added.
- About in your currency, from the 's rate on , rounded. An estimate only. Prices are charged in A$, and your bank sets the final amount. Change
- How buying works
- Sold worldwide.
- A$99 once for you; A$99 per seat a year for teams. A person buys a one-off skill once. A company seat can move from one person to another, so it's paid yearly.
- Updates arrive by themselves.
- Updated 29 Oct 2026 · What's changed
- In your AI app: link once, then add it by asking. How
Jobs it does: Raise funds with AI