Keep IT alerted to large donations for stewardship

IT admins miss when large gifts sit in spreadsheets, risking missed stewardship and donor churn. This creates donor board items so fundraising and ops start stewardship quickly.

Overview

High-value gifts get lost in raw spreadsheets and that damages donor relationships. This workflow ensures every large donation becomes a tracked board item and triggers stewardship alerts, so fundraising and operations begin follow-up quickly and avoid missed gifts.

Notable Features

Create donor tracking board items
Flag incoming high-value donations
Deliver alerts to stewardship inboxes