Healthcare fundraisers: mark donors thanked after postcards

Fundraising consultants reconciling postcard lists miss marking donors as thanked, causing duplicate outreach. Records receive a thanked flag so staff avoid duplicate outreach.

Overview

Missed or duplicated thank-yous damage donor trust and waste scarce fundraising time. This workflow ensures donation records are flagged as thanked after postcard reconciliation, giving fundraising staff confidence in acknowledgement status and eliminating duplicate outreach.

Notable Features

Flag donation records as thanked
Notify fundraising staff on mismatches
Prevent duplicate thank-you outreach