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5 ways to Automate your Donor Stewardship

Start building better relationships with your new donors today.

    Cover of a guide titled '5 Ways to Automate Your Donor Stewardship by Nonprofit Automation Agency' featuring an elderly woman wearing vibrant clothing, set against a yellow background with black lightning bolt graphics.

    “From 35% to 50% retention in under a year.” — H.O.P.E. Inc.

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    “$41,893 year-end (vs $23K previous year)” — Mosaic Youth Theatre

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    “$18,500 recovered in 90 days.” — Data Cleanup Client

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    “It's made everything so much easier—even my admin says it's easier. It helped prepare us for the growth we're working for.” — 35% → 50% retention. Email opens nearly doubled. Click rates tripled. Kenita Executive Director, H.O.P.E., Inc. “It used to take me 6 months to onboard new donors. Now it's done in 6 minutes.” — 85% of new donors onboarded within 6 minutes of giving. Personalized welcome sequences increased new donor engagement by 22%. Client “I used to dread data — now it's our secret weapon.” — CRM records improved by 30% in completeness within 90 days. Lapsed donor campaigns recovered $18,500 in "lost" gifts. Client “We got 20 hours a month back and it shows in our fundraising results.” — Client

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    “From 35% to 50% retention in under a year.” — H.O.P.E. Inc. ⚡︎ ⚡︎ ⚡︎ “$41,893 year-end (vs $23K previous year)” — Mosaic Youth Theatre ⚡︎ ⚡︎ ⚡︎ “$18,500 recovered in 90 days.” — Data Cleanup Client ⚡︎ ⚡︎ ⚡︎ “It's made everything so much easier—even my admin says it's easier. It helped prepare us for the growth we're working for.” — 35% → 50% retention. Email opens nearly doubled. Click rates tripled. Kenita Executive Director, H.O.P.E., Inc. “It used to take me 6 months to onboard new donors. Now it's done in 6 minutes.” — 85% of new donors onboarded within 6 minutes of giving. Personalized welcome sequences increased new donor engagement by 22%. Client “I used to dread data — now it's our secret weapon.” — CRM records improved by 30% in completeness within 90 days. Lapsed donor campaigns recovered $18,500 in "lost" gifts. Client “We got 20 hours a month back and it shows in our fundraising results.” — Client ⚡︎ ⚡︎ ⚡︎

    Trusted by more than 3,800 nonprofits.

    A woman with long brown hair, glasses, and a tan shirt sitting on a black leather couch behind a wooden table, with a white microphone, white headphones, a silver MacBook, and a coffee cup on the table, in a room with a large green plant to her left.

    About us

    Rachel Bearbower

    I’ve been in the trenches of an underfunded, under-resourced nonprofit. I was an Executive Director doing exactly what you might be doing right now — and then I missed thanking a major donor.

    That moment changed everything.

    Not because I didn’t care. Because I didn’t have a system.

    That’s when I became obsessed with building donor stewardship systems that actually work — so nonprofits can stop trying to do more with less, and you never have to carry that guilt again.

    • Tech audit + smart integrations

      ◾️ We assess your current stack and cut the noise

      ◾️ Recommend the most efficient tools (yes, including pricing)

      ◾️ Integrate platforms so data flows cleanly and automatically

    • 5 automated donor workflows

      ◾️ Stewardship designed to actually happen

      ◾️ Touchpoints built from proven behavior patterns

      ◾️ Fully implemented across your CRM + email platforms

    • Copywriting that sounds like you

      ◾️ We write all your donor sequences for you

      ◾️ Includes: welcome, nurture, thank-you, lapsed, second gift

      ◾️ 90-min storytelling session + brand messaging doc included

    • Clean, migration-ready data

      ◾️ We prep, clean, and map your data

      ◾️ Act as your translator between CRM reps and your team

      ◾️ Keep your systems usable and your staff confident

    Build YOUR Donor Engine