Nonprofits
Donor thank-you writer
Writes every Donorbox donor a personal thank-you in your voice, with their receipt, and logs it in Bloomerang.
Epic
For nonprofits
Grant deadline tracker
Keeps every grant deadline in one place, chases your team for report pieces and drafts the report for your OK.
- Google Sheets
- Any website
- Gmail
- Google Drive
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.
- StartsEvery Monday at 8:00
- 1Read your grant list for what is due in 60 daysGoogle Sheets
- 2Check funder portals for new or changed datesAny website
- 3Chase your team for the numbers and stories owedGmail
- 4Put the report draft together in your DriveGoogle Drive
- 5Ask you first before anything goes to a funderHe asks you first
- 6Submit the report on the funder's portalAny website
- 7Text you what is due next and what is still missing
- What you getEvery grant deadline in one place, your team chased for their pieces, and each report drafted for your OK.
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
Lapsed donor follow-up rep
Finds donors in Bloomerang who gave last year but not this year, and writes each a personal note.
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.