Send primary relationship manager an alert for major gifts

Your new gift records without owner context slow personalized stewardship and risk delayed thank-you outreach. Get immediate owner alerts with donor and gift details so stewardship happens same day.

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Overview

Major gifts require immediate, informed stewardship to preserve donor trust and momentum. This flow delivers donor and gift details to the assigned relationship manager and stewardship coordinators within minutes so personalized acknowledgements and outreach happen same day.