Fundraising project managers: flag partners for re-engagement
Fundraising project managers: flag partners for re-engagement
Fundraising project managers let partners sit 61-90 days without contact, causing missed donations and weaker stewardship. Daily flags surface partners for outreach so coordinators prioritize reconnecting.
Overview
Missed partner re-engagements cost donations and strain stewardship. This workflow surfaces partners contacted 61–90 days ago and routes them to outreach coordinators, turning reactive follow-up into prioritized action and driving faster reconnects.
Notable Features
- Flag partners by last contact
- Create priority outreach tasks
- Notify outreach coordinators daily