Here's the 3 automations to do before year end giving ⤵

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Step 1 → 💛💛💛 Thank-you email

Your CRM or fundraising platform should send these automatically.

If it doesn’t, this is your first fix. Every donor deserves an immediate thank-you to confirm their gift was received.

Step 2 →⚡️⚡️⚡️ Personalized note reminder

Either create a task to remind you to send it or build a Zap that drafts it for you.

Gratitude is actually pretty easy. (And feels good.) So why not let automation handle the remembering part.

Step 3 → 📣📣📣 Lapsed donor workflow

You can set this up in your email marketing platform.

Here are the

Here’s what to do next: