For business owners: enroll high-value donors into stewardship

Business owners in marketing lose timely stewardship of major donors when manual donation routing delays follow-up. Enroll donors giving $99+ into a contact path for prompt stewardship.

Overview

Missed stewardship for high-value donors jeopardizes future giving and donor loyalty. This workflow flags donations of $99+ and enrolls those donors into a stewardship path so fundraising and communications teams follow up quickly; teams report faster donor outreach and zero missed follow-ups.

Notable Features

Enroll donors giving $99+ automatically
Create CRM donor records
Notify fundraising and communications teams