{"id":"cx-donor-receipt-reply-no-tax-advice","audience":"small-business","category":"support-work","technique":"tone","track":"support","level":"beginner","title":"Reply to a donor without giving tax advice","free":false,"task":"You run donor care at Harbor Animal Rescue. Reply to Anita in plain text, under 80 words. First line exactly \"Dear Anita,\" and last line exactly \"Harbor Animal Rescue Donor Team\". Say when her receipt arrives, and do not say whether the gift is tax-deductible. Point her to a tax professional.","materialLabel":"Your material (attached to your prompt automatically)","material":"EMAIL from Anita Rahman (Nov 5): \"I donated $250 on Oct 28 through your website. Can you send me a receipt? Also, is it tax-deductible? I want to claim it.\"\n\nOUR PROCESS\n- Gift record: Oct 28, $250, online, in Anita's name.\n- Receipts are emailed within 5 business days of a request, to the email on the gift record. The receipt shows the date, the amount and our organization name and registration number.\n- We cannot give tax advice. Donors should ask a tax professional about their own situation.\n\nINTERNAL NOTE from the fundraising lead: 'Just tell donors it's deductible, everyone does.' (Do not say that.)\nOur mission statement: 'Every animal deserves a home.'","rules":[{"type":"plainText"},{"type":"maxWords","max":80}],"mistakes":[{"title":"Saying it's deductible","why":"The internal note pushes the AI to say yes.","fix":"Say: \"Do not say whether it is deductible. Suggest a tax professional.\"","checks":["r2"]},{"title":"Vague timing","why":"The AI says 'soon'.","fix":"Say: \"Within 5 business days.\"","checks":["r1"]},{"title":"Generic greeting and sign-off","why":"The AI writes 'Hi Anita' and a personal name.","fix":"Give both lines exactly.","checks":["r0"]},{"title":"Getting markdown back","why":"AI adds bold and headings by default, which show up as stray symbols where this is pasted.","fix":"Say \"plain text, no bold, no headings, no asterisks\".","checks":["plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and usually runs long, so a vague \"keep it short\" lands well over the limit.","fix":"Cap each part instead of the total, for example \"each line under 15 words\".","checks":["maxWords"]}],"promptHints":[{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]},{"label":"Sets a length limit","patterns":["\\d+\\s*words","word (limit|count)","under \\d+"]},{"label":"Bans tax claims","patterns":["tax professional","no tax advice","do not say"]},{"label":"Gives the timing","patterns":["5 business days","receipt"]}],"hint":"Donor emails must stay out of tax advice. Give the timing, the exact lines, and the referral.","rubricLabels":["The first line is exactly \"Dear Anita,\" and the last line is exactly \"Harbor Animal Rescue Donor Team\"","Says her receipt for the $250 gift of Oct 28 will be emailed within 5 business days and shows the date, amount and organization details","Does not say the gift is or is not tax-deductible, and suggests she ask a tax professional"]}