Donor Nurture

New donors often give once and disappear. This automation welcomes them, shares impact stories, and invites them to become monthly supporters.

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New Donor
We have a new high-value donor!

How it works

Donation received

A donation is made through any connected payment platform.

New donationReceived
Amount$13,000
SourcePayPal
DonorMindy Chan

Add to CRM

The donor's information is automatically added to your CRM with appropriate tags.

NameStatusTag
Mindy ChanNewHigh value
Emily RodriguezRecurring

Wait

Wait a few minutes before sending the welcome email.

Wait

Send welcome email

Send a personalized welcome email to the new donor with an impact story.

Subject:
Welcome to our mission, First Name!
Dear First Name,

Thank you for your generous donation of $Amount!

Your contribution will make a real difference. Here's how:

Impact Story

We're honored to have you join us.

With gratitude,
Maria Santos
Head of Fundraising

Assign follow-up task

For donations over $10,000, create a task for a team member to reach out personally.

New Task

Assigned

Task

Personally reach out to Mindy Chan to thank them for their generous $13,000 donation and discuss future opportunities.

Carlos Ramirez
Within 48 hours
High

Notify team

Alert the team in Slack about the new high-value donor and assigned task.

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New high-value donor: Mindy Chan ($13,000)
@Carlos Ramirez - Please reach out within 48 hours

Wait

Wait 7 days before sending a behind-the-scenes story to keep the donor engaged.

Wait

Send impact story

Share a behind-the-scenes program spotlight to deepen donor connection.

Subject:
See your impact in action, First Name
Dear First Name,

We wanted to share a behind-the-scenes look at how your donation is making a difference.

This month, our education program reached a major milestone: 150 girls graduated from our literacy program. Your contribution helped make this possible.

Meet Sarah, one of our graduates. Just six months ago, she couldn't read a single sentence. Today, she's reading books to her younger siblings and dreams of becoming a teacher.

This is the impact you've created.

With deep gratitude,
Maria Santos
Head of Fundraising

Wait

Wait 14 days before inviting the donor to become a monthly supporter.

Wait

Invite to monthly giving

Invite the donor to become a recurring monthly supporter.

Subject:
Join our monthly giving community
Dear First Name,

Your support has been incredible. We'd love to invite you to join our monthly giving community.

By becoming a monthly donor, you'll provide consistent support that allows us to plan long-term programs and reach even more girls with education.

Even $25/month can sponsor a girl's education for an entire year.

Join our monthly giving program: Monthly Giving Link

Thank you for considering this opportunity to create lasting change.

With gratitude,
Maria Santos
Head of Fundraising

Donor converted

Notify the team when a donor converts to recurring monthly giving.

Avatar
Recurring donor converted!
Mindy Chan has become a monthly donor

Update CRM status

Update the donor's tag to 'Recurring' in the CRM.

NameStatus
Mindy ChanRecurring
Emily RodriguezRecurring

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