Health and wellness marketing: keep campaign donor totals current

Marketing ops leaders in health and wellness rely on manual recurring-gifts exports, leaving donor totals stale in outreach and reports. This ensures fundraising and marketing cite current totals.

Overview

Stale donation totals undermine donor communications and reporting for health and wellness programs. This workflow keeps your annual giving tracker aligned with incoming recurring-gifts exports so fundraising and marketing always reference current totals. The result is fewer manual corrections and clearer reporting for donor outreach and performance reviews.

Notable Features

Import recurring-gifts export files
Update annual giving tracker totals
Notify fundraising and marketing on changes