How does automatic data entry work?

It depends on your fundraising software (CRM). One of the most important tools for data maintenance is integrated donation forms. When your online donation forms integrate with your CRM, each form submission automatically updates your donor records. For example, a first-time gift prompts a new donor record, and a second gift updates the appropriate donor record.

Which fundraising tasks can be automated?

Any administrative task you use your CRM to complete (e.g., scheduling fundraising communications, sending receipts and acknowledgments, creating segmented donor lists, reporting on key performance indicators, etc.) can be automated or simplified in some way. The extent to which you can automate your processes will depend on your CRM and its capabilities. Before choosing software for your nonprofit, consider where your staff spends their time, e.g., how many hours per week are spent entering gifts or updating records? Determine which processes would benefit most from automation and seek software that provides those capabilities.

Which fundraising tasks CAN’T be automated?

Meaningful connections cannot be created with automation, but they can be maintained with help from automation. For example, face-to-face donor interactions must be facilitated by a nonprofit professional, but follow-up emails and contact assignments can be automated using nonprofit software. It is best to lead with your creativity and specialization, only leaning on automation to streamline repetitive tasks. However, Artificial Intelligence (AI) can provide a great starting point for creative projects. For example, the free DonorPerfect Fundraiser bot allows nonprofit professionals to enter a few details about their campaign to instantly generate drafts of fundraising communications.

Automated Fundraising Tools

Image of a office desk with a laptop and notebook.

Delegate tasks to DonorPerfect

Fundraising is quite the balancing act. While you’re busy making donor connections, there is data maintenance waiting to be completed—record upkeep, task assignments, gift receipts, and more. Nonprofit automation empowers you to accomplish all your necessary tasks with more efficiency and less effort. Instead of spending hours repeating the same actions over and over, entrust your system to automate them for you!

Key features

AUTOMATIC UPDATES

Automatically update donor records when a specific action has been taken, e.g., create a new donor record when they make their first gift; flag records as major donors when they reach a specific amount.

AUTOMATIC FOLLOW-UPS

Automatically email donors or staff members when a record has been created, deleted, or updated, e.g., send congratulations and condolences; inform board members of soft credits.

AUTOMATIC ASSIGNMENTS

Automatically assign tasks and due dates when a specific action is taken, e.g., welcome new donors when they give for the first time; research grant applications when new foundation records are added.

AUTOMATIC ALERTS

Automatically notify staff members when a specific action has been taken, e.g., display an alert when donors reach a certain level of giving; launch Facebook to thank a donor for giving to your social media campaign.

Let automation be your administrator

The Monthly Giving Success Kit

Instantly boost retention with the ease and efficiency of automatic monthly giving, from processing to receipting.

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The Clean Data Checklist for Nonprofits

Set standards and get your team on the same page, down to salutations, spellings, and nicknames.

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Your Digital Donor Thank-You Kit

Learn best practices for showing your gratitude to online givers, including donor segmentation and email scheduling.

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Hear from happy DonorPerfect users

This is one of the best software programs I’ve ever had the pleasure of using. DonorPerfect makes entering data simple, receipting easy, and running reports a snap.”

– Maxime, The Portage Foundation

Frequently Asked Questions

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