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Donor Management System

Comprehensive donor database management with segmentation, giving history, and relationship tracking

Complexity: Complex | Duration: 30m+ | Category: Community/General

Tags: donors crm relationship-management fundraising database

Workflow Diagram​

Steps​

Step 1: Database setup​

Agent: database

manager-agent - Configure donor CRM with custom fields

Step 2: Data import​

Agent: database

manager-agent - Migrate existing donor data

Step 3: Segmentation strategy​

Agent: donor

relations-agent - Define donor segments (major, recurring, lapsed)

Step 4: Giving history​

Agent: analytics

agent - Track donation amounts, frequency, campaigns

Step 5: Engagement tracking​

Agent: donor

relations-agent - Monitor donor interactions and touchpoints

Step 6: Communication preferences​

Agent: donor

relations-agent - Record preferred contact methods/frequency

Step 7: Wealth screening​

Agent: research

agent - Identify major gift prospects

Step 8: Relationship scoring​

Agent: analytics

agent - Calculate donor engagement scores

Step 9: Automated workflows​

Agent: donor

relations-agent - Set up renewal reminders, thank you sequences

Step 10: Reporting​

Agent: analytics

agent - Generate donor retention and lifetime value reports

Usage​

To execute this workflow:

/workflow community/general/donor-management-system.workflow

See other workflows in this category for related automation patterns.