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Donor Stewardship Program

Systematic donor retention and upgrade program with personalized touchpoints and impact updates

Complexity: Moderate | Duration: 15-30m | Category: Community/General

Tags: donor-stewardship retention upgrades relationship-management

Workflow Diagram​

Steps​

Step 1: Donor segmentation​

Agent: donor

relations-agent - Segment donors by giving level and history

Step 2: Stewardship plan​

Agent: stewardship

specialist-agent - Create touchpoint calendar by segment

Step 3: Thank you automation​

Agent: donor

relations-agent - Send timely gift acknowledgments

Step 4: Impact updates​

Agent: email

automation-agent - Share program updates and stories

Step 5: Personal outreach​

Agent: donor

relations-agent - Schedule phone calls for major donors

Step 6: Giving anniversaries​

Agent: stewardship

specialist-agent - Celebrate donor milestones

Step 7: Upgrade identification​

Agent: analytics

agent - Identify donors ready for increased ask

Step 8: Survey engagement​

Agent: survey

specialist-agent - Collect donor feedback and interests

Step 9: Event invitations​

Agent: event

planner-agent - Invite donors to exclusive events

Step 10: Retention tracking​

Agent: analytics

agent - Monitor donor retention rates and trends

Usage​

To execute this workflow:

/workflow community/general/donor-stewardship-program.workflow

See other workflows in this category for related automation patterns.