Send donor thank-you messages
How you could use an agent
Use an agent to pull completed donation records, draft thank-you letters or emails, and update your donor database with the correct gift details. You get ready-to-send acknowledgements and a list of donors who may need extra stewardship, while you decide how to handle special recognition or sensitive donor questions.
Where you stay involved
You review the messages, send the final acknowledgements, and handle any donor issue that needs personal attention.
