Automates donor segmentation, personalized stewardship communications, and impact reporting to strengthen donor relationships and increase retention rates.
New donation is received through any fundraising channel
Each node represents an automated step. Connections show how data and decisions move through the workflow.
Detailed explanation of each automated stage in the workflow.
A new donation is recorded in the donor management system. The workflow captures donor information, gift amount, and campaign source.
The system automatically updates the donor's giving history, total lifetime value, and engagement score. Contact preferences and demographic data are refreshed.
The workflow evaluates gift amount, frequency, and history to categorize the donor as first-time, recurring, major gift, or lapsed reactivated. This determines the stewardship track.
A personalized thank you email or letter is automatically created based on donor segment, including specific impact metrics and suggested next engagement opportunities.
The system automatically schedules future stewardship activities like impact updates, event invitations, or solicitation calls based on the donor's segment and preferences.
Gift data is aggregated into campaign performance dashboards and donor retention reports. ROI calculations and goal progress are automatically updated.
A comprehensive donor stewardship summary is created showing acknowledgment status, next touch points, and recommendations for relationship advancement.
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