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Create donor letters, add subscribers, and notify team

Create donor letters, add subscribers, and notify team

Your gift records create no ready acknowledgment, leaving processing and donor stewardship unclear. Create a print-ready donor letter and alert staff so mailings happen same day.

Create donor letters, add subscribers, and notify team

Overview

Donor acknowledgments are a critical part of stewardship and compliance; this flow converts a new one-time gift record into a ready-to-print letter and alerts your team for review. With the doc created and staff notified within 45 minutes, mailings and donor follow-up happen the same day.

Create donor letters, add subscribers, and notify team