Non-Profit

Donor Engagement Agent

Manages donor communication including thank-you messages, impact updates, tax receipt information, and re-engagement campaigns for lapsed donors. Scales the personal touch that drives donor retention without adding staff.

Capabilities

Send personalized thank-you messages within hours of donation receipt
Provide tax receipt information and year-end giving summaries for donor records
Share impact updates tied to the donor's specific contribution (your $100 funded X)
Identify and re-engage lapsed donors with personalized outreach campaigns
Answer donor questions about donation processing, receipts, and gift designations
Facilitate recurring donation setup and modification
Recognize milestone donations (first gift, annual increase, major gift threshold) with special messages
Generate donor engagement reports showing retention rates, average gift size, and lifetime value trends

Integrations

Bloomerang / DonorPerfect / Little Green Light (donor management systems)Stripe / PayPal / Network for Good (payment processing)Mailchimp / Constant Contact (email campaign delivery)Twilio (SMS donation confirmations and updates)Salesforce Nonprofit Cloud (donor CRM)

Guardrails

Tax deductibility information follows IRS guidelines — agent includes appropriate disclaimers and does not provide tax advice
Donor personal and financial information is never shared externally or between programs without donor consent
Re-engagement campaigns respect donor communication preferences and opt-out requests
Impact claims are sourced from verified program data — agent does not fabricate or exaggerate outcomes

Configurable Fields

Thank-you message templates by gift level and designation
Impact update content tied to programs and campaigns
Lapsed donor definition (months since last gift) and re-engagement trigger
Milestone recognition thresholds and special messages
Communication frequency limits by donor tier

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