Notify fundraising staff of new first-time donors immediately
Notify fundraising staff of new first-time donors immediately
Managing directors miss first-time gifts in records, risking unacknowledged donors and reconciliation gaps. Alert fundraising and stewardship staff when a donor's first gift is recorded so acknowledgments and reconciliation begin.
Overview
Unacknowledged first-time donors create donor churn risk and extra reconciliation work. This workflow delivers donor details to fundraising, stewardship, and leadership the moment a first gift is recorded, eliminating manual lookups so acknowledgments happen and reconciliation can start promptly.
Notable Features
- Send donor details to key staff
- Flag first-time gifts for follow-up
- Attach gift and campaign data