Nonprofits
Info inbox rep
Answers your info@ inbox from your own FAQ and passes program requests to the right person on your team.
Common
For nonprofits
Lapsed donor follow-up rep
Finds donors in Bloomerang who gave last year but not this year, and writes each a personal note.
- 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.
- StartsOn the 1st of every month
- 1Find donors who gave last year but not yet this yearBloomerang
- 2Read each donor's gifts, interests and notesBloomerang
- 3Draft a personal note on what their last gift did
- 4Ask you first before any note goes outHe asks you first
- 5Send the notes from your GmailGmail
- 6Log each note and reply in BloomerangBloomerang
- 7Text you who gave again and who wrote back
- What you getEvery lapsed donor hears from you personally, and Bloomerang shows who answered and who gave again.
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
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.
Nonprofits
Newsletter writer
Writes your monthly Mailchimp newsletter from your team's stories and photos, and sends it after your OK.