Donor stewardship requires staff to manually extract donation details, draft personalized thank-the team letters, and log activity across multiple platforms. This fragmented workflow delays acknowledgment and creates inconsistent messaging.
Automation generates personalized thank-the team letters instantly, routes them for review, and logs all stewardship activity in a centralized record. Donors receive consistent, timely acknowledgment while the team focuses on relationship building.
The full workflow, from trigger to completion.
A new donation is recorded with donor name, email, gift amount, and campaign source.
The automation reads the donation record and extracts donor name, email, gift amount, campaign, and any custom fields.
The automation composes a personalized thank-you letter using a template, inserting donor name, gift amount, and campaign-specific messaging.
The letter is sent to the donor's email address with a professional subject line and signature.
A copy of the letter is sent, which prints and mails a physical letter to the donor's address on file.
The automation records the thank-you send date, method (email and mail), and letter content for audit and reporting.
The donor record is updated with the thank-you send date and a note confirming stewardship completion.
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