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Create prioritized donor thank-you tasks from large gifts

Create prioritized donor thank-you tasks from large gifts

Large donations often arrive without a tracked next step, leaving stewardship unclear and acknowledgements delayed. Create thank-you tasks so coordinators follow up within seven days.

Create prioritized donor thank-you tasks from large gifts

Overview

When major gifts arrive without a next step, donor stewardship can slip and relationships cool. This workflow converts each qualifying gift into a prioritized thank-you task with full donor context so coordinators can complete outreach within seven days and preserve donor goodwill.

Create prioritized donor thank-you tasks from large gifts