Automated Tasks: How Automations Can Enrich Your Donor Relationships

March 7, 2021
3 minutes

Ah, donor relations. They’re tricky to get just right, but they’re vital to the long-term health of your nonprofit. Yes, donors are important to the well-funded nonprofit. But donors can be so turned off by the lack of gratitude that they might decide never to donate again to that particular cause.

Of course, your nonprofit has always demonstrated gratitude to your donors. Whether it be thank you notes, thank you emails, or thank you gifts, if it’s got the phrase “thank you” as a prefix, your nonprofit is on top of it.

Except, of course, there’s one little problem with that and that’s the fact that it’s impossible for any team of people with finite time and resources, no matter how talented or smart that team is, to be completely, totally, and utterly on top of everything all the time. Things fall through the cracks.

That leaves us with a problem. What’s a nonprofit staffer like yourself to do if he, she, or they want to make sure no donor relationship ever goes sour?

Would you believe us if we told you there was a solution?

Well, believe us. That solution is a handy little thing called “automation.” More specifically, we’re talking about automating tasks, which is something you can do within Funraise’s awesome digital fundraising platform.

While using Funraise’s suite of nonprofit fundraising tools, you can consider tasks to be your list of things to be done. Tasks are created based on transaction activity, so when you’re setting a new task up, remember that you can trigger a task by picking a type (or size) of transaction.

For example, let’s say that your nonprofit likes to send handwritten thank you cards signed by your Executive Director every time a supporter makes a single donation valued between $5,000 and $7,500.

That’s terribly nice of you! More relevant to this discussion, however, is how terribly easy tasks make it to ensure those handwritten thank you cards get scribbled out every single time you receive a donation between $5,000 to $7,500.

But here's the real downlow on tasks...

One! In your nonprofit CRM, you can set rules to assign tasks or donors to your team members based on their activity. It takes just a few clicks to make the rules, create tasks, and monitor activity. It's like not wearing glasses and then putting on your perfect prescription... wow! You can see everything now!

Two! Your own task list is automatically generated for you. Yep, you don't even have to think about it til it's on the list. (If you even assign yourself tasks. Maaaaaybe you want to delegate, delegate, delegate!)

Three! Speaking of delegation... have a staff member that loves small talk? Assign donor stewardship coffee dates to them! And for that staff member who's all data and no dance? Assign them email outreach. Tailor the task to the staff.

Four! Manage interactions just like any other piece of the donor puzzle: through tasks! And in the same way you pull reports to monitor repeat donors, campaign success, and event attendance, you can report to your board on interactions with donors.  

Setting up an automated task is more than simply setting up a digital reminder to get something done. The creation of an automated task means that you've put a process into place: you know when a task has to be done, under what circumstances it needs to be done, and who needs to finish the task.

Even more fun is that you get to check those tasks off your to-do list!

The way of the managing-donor-relations-future is automating tasks via Funraise’s platform. Head on over to Funraise University to learn more.

Start For Free