Explore the resources from the Monthly Giving Summit and Nonprofit Automation agency. Discover how nonprofit teams can use affordable automation tools and simple workflows to save time, strengthen donor follow-up, and reduce manual work—without investing in an expensive, enterprise-level tech stack.

Get practical strategies, recommended tools, and step-by-step guidance to streamline your monthly giving program and increase donor retention.

Automation doesn’t have to be expensive or complicated. With a few low-cost tools and simple workflows, small nonprofit teams can save time, improve follow-up, and reduce manual work—without an enterprise tech stack.

First-time donors don’t disappear because they don’t care—they drift because your systems lose the moment. Learn why donors “ghost” after their first gift and how a simple 30-day follow-up plan can rebuild trust and boost retention.

Still exporting CSVs and manually following up with donors? You don’t need a new CRM—just a few smart automations. These three essential workflows can save hours, improve donor trust, and make your systems finally work for you.

Disconnected donor data quietly drains time, money, and donor trust. Learn how to reconnect your systems, reduce labor, and protect long-term donor value—without a full overhaul.

Still stressing about donor thank-yous? This step-by-step workflow shows how to thank hundreds of donors consistently, personally, and without burnout.

Enter your name and email to get the step-by-step guide for creating a 1-minute thank-you—and make sending personal thank-you emails effortless.

CRMs aren’t cheap—and neither is your team’s time. If you’re only using a fraction of what your CRM can do, you’re paying for features twice: once in software, and again in manual work. Here’s how to unlock the quick wins hiding in the system you already have.

Stop guessing what your email list needs. Learn how smart email tag naming helps you segment with clarity, send more relevant messages, and actually understand how your audience engages — without overcomplicating your system.