Automated major gift tracking and follow-up

Purpose

1.1. Ensure that all major donor contributions are accurately tracked and followed up for aviation-related museum fundraising.
1.2. Automate reminders, personalized acknowledgments, and scheduled stewardship communication.
1.3. Provide curators and donor managers with real-time updates on gift status and next actions.
1.4. Centralize communication and documentation for improved donor relationship management over time.

Trigger Conditions

2.1. New major gift record is entered into CRM or donation platform.
2.2. Donor pledge is updated or a payment milestone is reached.
2.3. Follow-up task assigned or deadline for stewardship is pending.
2.4. Receipt or thank-you communication not yet sent after a defined time frame.
2.5. Internal team note or task relating to donor is updated.

Platform Variants

3.1. Salesforce Nonprofit Success Pack (NPSP)
• Feature/Setting: Process Builder/Flow to trigger tasks and email alerts when large gifts logged.
3.2. Blackbaud Raiser’s Edge NXT
• Feature/Setting: Automated Workflow Designer—set criteria for gift threshold to auto-trigger follow-up.
3.3. HubSpot CRM
• Feature/Setting: Workflow automation to send templated outreach emails and create follow-up tasks.
3.4. Microsoft Dynamics 365
• Feature/Setting: Power Automate flow when Opportunity set as “Major Gift” to assign tasks, start approvals.
3.5. DonorPerfect
• Feature/Setting: SmartActions automation to flag record and notify user when large donation received.
3.6. Kindful
• Feature/Setting: Automated Tags and Task Assignment when new donation exceeds configured threshold.
3.7. Salsa CRM
• Feature/Setting: Workflow automation triggered by custom gift-level fields.
3.8. NeonCRM
• Feature/Setting: Automated workflow to assign donor journey and communication step for major gifts.
3.9. Bloomerang
• Feature/Setting: Task reminders and email workflows on specific donor segment or major donation.
3.10. Wild Apricot
• Feature/Setting: Event-driven email automation for follow-up and appreciation messaging.
3.11. Zapier
• Feature/Setting: Multi-app Zaps, e.g. new high-value row in Airtable triggers Gmail follow-up and Slack alert.
3.12. Airtable
• Feature/Setting: Automation scripts on table update (e.g., ‘Donation Amount’ > $5,000) to send notifications.
3.13. Google Workspace
• Feature/Setting: Google Apps Script watches Sheets for major gifts, auto-generates Docs/Calendar events.
3.14. Asana
• Feature/Setting: Rule to create new task and assign to stewardship coordinator after donation form event.
3.15. Trello
• Feature/Setting: Butler automation moves donor card to ‘Major Gifts’ and notifies team.
3.16. Mailchimp
• Feature/Setting: Trigger an appreciation sequence for tagged VIP donors through API.
3.17. SendGrid
• Feature/Setting: Automated transactional email for donation confirmation/thank-you via API call.
3.18. Twilio
• Feature/Setting: SMS notifications for major donor touchpoints using messaging API.
3.19. Slack
• Feature/Setting: Incoming Webhooks post to dedicated channel when major donation logged.
3.20. DocuSign
• Feature/Setting: Automated envelope creation, routing for sign-off on major donor gift agreements.

Benefits

4.1. Reduced manual oversight for donor management staff.
4.2. Improved timeliness and professionalism of donor follow-up.
4.3. Increased likelihood of repeat donations through consistent stewardship.
4.4. Greater cross-team visibility into gift status and stewardship actions.
4.5. Reliable documentation for audits and reporting.