Nonprofits
Lapsed donor follow-up rep
Finds donors in Bloomerang who gave last year but not this year, and writes each a personal note.
Common
For nonprofits
Donor thank-you writer
Writes every Donorbox donor a personal thank-you in your voice, with their receipt, and logs it in Bloomerang.
- Donorbox
- Bloomerang
- Gmail
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsWhen a gift comes in on Donorbox
- 1Read the new gift, the amount and any dedicationDonorbox
- 2Look up the donor's history and notes in BloomerangBloomerang
- 3Draft a personal thank-you that fits this donor
- 4Ask you first before any thank-you goes outHe asks you first
- 5Send it from your Gmail with their Donorbox receiptGmail
- 6Log the thank-you on their Bloomerang recordBloomerang
- 7Text you new donors and big gifts worth a call
- What you getEvery donor thanked personally in your voice, with their receipt, and each thank-you logged in Bloomerang.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for nonprofits
Nonprofits
Info inbox rep
Answers your info@ inbox from your own FAQ and passes program requests to the right person on your team.
Nonprofits
Gift bookkeeper
Records each week's gifts in QuickBooks by fund, matched to Donorbox and the Stripe payouts, checks too.
Nonprofits
Volunteer scheduler
Fills each week's volunteer shifts from your list and reminds everyone the day before.