The Complete Guide to Foundation Marketing Automation
Grow your donor base, steward major gifts, and amplify impact through intelligent automation.
Foundations operate with lean staff but high expectations. Automation handles routine touchpoints so development officers can focus on transformational gifts.
Major Gift Cultivation
Major donors require personalized cultivation over months or years. Automated sequences—milestone updates, event invitations, impact stories—keep relationships warm between personal meetings.
Grant Compliance
Missed deadlines jeopardize funding. Automated reminders for reporting milestones, deadline alerts, and task assignments ensure compliance without constant manual tracking.
Impact Communication
Donors give to outcomes, not organizations. Quarterly impact updates, annual summaries, and real-time story sharing keep donors connected to the difference they're making.
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