Donor stewardship and thank-the team acknowledgment requires checking a new gift against payment records, tagging the donor, drafting a personalized letter, and routing it for signature before it can be sent.
An automated version verifies the gift, tags the donor's giving tier, and drafts a personalized letter in one pass, then routes larger gifts for signature automatically. The acknowledgment goes out the same day and the donor record and stewardship plan update without anyone re-entering information.
The full workflow, from trigger to completion.
A new gift posted automatically starts the stewardship workflow.
The automation checks payment status and tags the donor's giving tier.
The automation generates a personalized letter referencing the gift amount and the donor's giving history.
Gifts under the review threshold are sent automatically as a personalized email.
Gifts at or above the threshold route to the director for a personal review and signature.
The automation records the send date and method and updates the next touchpoint.
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