Donor Acknowledgment & Stewardship Drip System
A done-for-you nonprofit automation built for the Development Manager, connecting Twilio, Mailchimp, and ActiveCampaign so the work below happens on its own.
What this automation does, step by step
Every donation (regardless of size or channel) triggers an immediate, personalized thank-you email within minutes, followed by a tax receipt within 24 hours.
Major donors receive a personal call prompt to the development manager within two business days.
Over the following months, donors are moved through a stewardship sequence that shares impact stories, event invitations, and year-end summaries, ensuring that donors hear from the organization more than just when there's a fundraising ask, and dramatically improving year-over-year retention.
- CRM / donor management (e.g., Bloomerang, DonorPerfect, or Salesforce Nonprofit)
- Zapier or Make.com
- Mailchimp or ActiveCampaign
- Twilio (major donor call prompt via text to staff)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Done by hand, this depends entirely on a development manager remembering to check in, update records, and follow up, with no safety net if something slips. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Win-back sequences triggered by inactivity, not guesswork
- Renewals and memberships that never lapse silently
- Referral and loyalty programs that track themselves
- Segmented campaigns built from actual purchase history
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