The Fundraiser's Guide to Automation
Forge deeper connections and grow generosity with our guide to smart, simple automation.
Discover how to:
- Deliver personalized thank-yous and updates automatically.
- Reclaim time to focus on meaningful, high-touch donor interactions.
- Improve donor retention by ensuring no supporter slips through the cracks.
- Learn proven automation strategies from real-world nonprofit examples.
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Automation done right: More you, reaching more donors.
Your donors deserve to feel seen and valued every time they give. But as your nonprofit grows, it’s impossible to personally manage every thank-you, update, and check-in.
Explore how to create simple automations that deliver timely, heartfelt messages—from welcome series to birthday greetings to “donorversary” celebrations—so no donor gets overlooked. Whether you’re a team of one or part of a growing organization, you’ll learn how to protect relationships, reduce stress, and boost long-term giving.