Complete Donor Stewardship System

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This complete, done-for-you automation system handles donor stewardship so you can finally stop feeling guilty about what's slipping through the cracks.

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Trusted by 3,800+ nonprofit organizations

Turn systems into sustainability

Old-style typewriter with black keys on a wooden table in the sunlight with books stacked in the background.

This done-for-you nonprofit automation system handles donor stewardship, streamlines your tech stack, and gives you room to breathe.

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The ROI of nonprofit
automation is real.

Your team is already paying for inefficiency — not always as a line item, but in lost donors, manual systems, and staff burnout.

And if donor stewardship keeps falling through the cracks? That cost adds up fast.

Autopilot flips that script.

  • $6+ ROI for every $1 invested in automation

  • 900+ staff hours saved per year through donor workflow automation

  • 10-point average increase in donor retention

  • 3x lift in email engagement (opens + clicks)

  • Improved data accuracy across CRM and email systems

❝ We got 20 hours a month back and it shows in our fundraising. ❞

Client testimonial

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What’s included in your nonprofit automation system

This isn’t just “tech setup.”

It’s a done-for-you donor experience engine.

Built to help you retain more donors, reduce tech burden, and scale your impact sustainably.

  • 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

Pricing

This is a complete, done-for-you automation system.
No à la carte overwhelm. No surprise fees. Just a clear, proven path forward.


Investment

Project engagements begin at $30,000.

This includes strategy, implementation, CRM/email integration, and donor communication workflows


Platform migrations

Need to switch platforms? We’ve got you.

CRM and email marketing systems — are available as part of the project and quoted based on project complexity.

Payment Plans

We offer flexible 6-month payment plans to meet the needs of a wide range of organizations.

Your first payment serves as your deposit to reserve your spot and initiate onboarding. We’ll walk you through the full schedule during your demo.


READY TO GO?

What’s included in your nonprofit automation implementation

  • Tech Stack Audit

    Assessment of your current tools, ideal stack recommendations, and a cost-efficiency plan

  • System Implementation

    Setup and integration across platforms — with optimized data flow, custom automations, and full documentation

  • Donor Workflow Design

    Five automated stewardship sequences to support retention, upgrades, and re-engagement

  • Conversion Copywriting

    Done-for-you email sequences tailored to your voice and audience — including welcome, thank-you, nurture, second gift, and lapsed segments

  • Training + Transition Support

    Step-by-step handoff, platform walkthroughs, and ongoing access to resources to keep your team confident and in control

BOOK YOUR DEMO TODAY

What’s the cost of staying stuck

Let’s break down the math behind the investment.

Manual follow-ups, lapsed donors, and inefficient systems are costing you time, energy, and money—more than you realize.

With this investment, it’s very possible that you will:

  • Save 75+ hours a month (that’s 900 hours a year!).

  • Recapture lapsed donors and improve retention.

  • Build a system that pays for itself in time saved and increased revenue.

Not to say we’re all that and a bag of chips… but we can only take on so many clients each year.

Because we give each project the care and attention it deserves, our calendar fills up fast—and once it’s booked, it’s booked.

If you’re ready to automate your donor stewardship, don’t wait.

This isn’t about cutting costs.
It’s about designing systems that recapture time, reinforce trust, and drive revenue — without burning out your team.

Calculate your ROI

Guaranteed support. Proven results.

Every Autopilot project includes 1:1 implementation, full documentation, and systems your team actually wants to maintain.

Because real sustainability protects both your donors and your people.

Learn more

Is this you?

  • “We know what to do, we just can’t get to it.”

  • “Our data’s a mess — and no one has time to fix it.”

  • “We’re stuck in manual mode, even though we’re growing.”

  • “Our donors deserve better than this.”

You don’t need another tool. You need a system. Let’s build it — together.

Giddy up, I'm in!

FAQ

An old manual typewriter on a wooden surface surrounded by vintage books and a wooden chair.
  • That’s exactly when it is worth exploring.

    Most nonprofits come to us because they’re already paying the cost — in lost donors, burned-out staff, and manual work that never quite gets done. Automation isn’t an “extra.” It’s infrastructure.

    Even small improvements in donor retention or time saved can cover the investment quickly. And if a full build isn’t right yet, we help you identify the highest-impact place to start — not sell you more than you need.

  • Being busy is usually the signal — not the reason to wait.

    Automation replaces work you’re already doing (or feeling guilty about not doing). During the build, most teams spend just a few hours a week on decisions and reviews. After launch, the ongoing lift drops dramatically.

    If everything feels urgent all the time, that’s usually a systems problem — not a timing problem.

  • Yes. Most of our clients don’t consider themselves “tech people.”

    You don’t need to know how to build automations — that’s our job. We translate your goals into systems, set everything up inside the tools you already use, and make sure your team understands how it works before we hand it off.

    Clear systems beat tech confidence every time.

  • Only if it’s done poorly — and that’s not what we build.

    Automation doesn’t make messages cold. Bad copy does. When thoughtful, human messaging is delivered consistently and on time, donors usually experience it as more personal than sporadic manual outreach.

    A timely, relevant email sent automatically is better than a heartfelt message sent weeks late — or never sent at all.

  • There’s no one-size-fits-all system — which is why we don’t install generic templates and walk away.

    We design around your donors, your data, and your capacity. We also start with the workflows that matter most (usually thank-yous and new donor follow-up), so you see results early.

    If something isn’t working, we adjust. Systems should support your reality — not fight it.

  • Most automation fails for one of two reasons:

    1. The messaging was weak or generic

    2. The system wasn’t designed for how nonprofits actually operate

    Tools alone don’t fix stewardship problems. Copy without systems doesn’t scale. We focus on both — strong messaging and reliable delivery — and we build with real-world constraints in mind.

    That’s usually the missing piece.

  • Donors don’t unsubscribe because they hear from you too much.
    They unsubscribe because what they’re getting doesn’t feel relevant or valuable.

    Good automation reduces noise. It replaces random blasts with purposeful messages sent at the right moments — welcomes, thank-yous, updates, and follow-ups that make sense.

    When donors feel seen and respected, consistency builds trust instead of fatigue.

Schedule a Demo

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Whether you're just getting started or ready to automate everything, we meet you where you are.

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Optimize What You Have

System Sync.

You bought the tools. Now let's make them actually work together.

What’s included:

  • Comprehensive tech stack audit

  • Full integration & optimization

  • 5 core retention workflows

  • Custom copywriting

  • Full training + documentation

Learn more

Done For You System

Autopilot.

This complete donor stewardship system handles everything—tech stack, workflows, copywriting, and training.

What’s included:

  • Everything in Refresh, plus:

  • Advanced donor journey mapping

  • Platform migrations (if needed)

  • Ongoing optimization support

  • White-glove implementation

Learn more