Keep donor lists accurate for membership and communications

Membership managers miss annual donors when recurring gifts aren't tagged, corrupting outreach lists. This workflow updates donor records and tags annual recurring donors so membership lists are accurate.

Overview

Untagged recurring donors break outreach and leave membership reports unreliable. This workflow ensures every qualifying recurring gift creates or updates a donor profile and applies an annual member tag, so membership and communications teams work from accurate lists. Expect faster outreach, zero missed follow-ups, and cleaner membership reporting.

Notable Features

Create or update donor records
Tag qualifying recurring donors
Notify membership and communications staff