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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