Help executive assistants turn donations into actionable tasks

Environmental services executive assistants miss donation acknowledgements when gifts go unassigned, risking donor goodwill. Create tasks per donation and alert ops for follow-up.

Overview

Missed donation acknowledgements erode donor goodwill and future pledges. This workflow turns every donation into an assigned task and alerts ops, ensuring acknowledgements and pledge follow-up happen reliably; staff report fewer missed follow-ups.

Notable Features

Create a task for every donation
Attach donor and payment details
Notify ops and fundraising staff