Marketing Automation for Foundations
Grow your donor base, steward major gifts, and amplify impact through intelligent automation.
The Foundation Challenge
Major donors require cultivation. Grant compliance demands tracking. Staff is stretched thin. Without systems, opportunities slip away.
Major Gift Cultivation
High-value donors require personalized touchpoints that staff can't scale manually.
Grant Compliance
Tracking reporting deadlines and milestones across multiple grants is overwhelming.
Board Engagement
Board members need regular communication to stay engaged in fundraising.
Impact Reporting
Donors want to see their investment's impact but reports take forever to compile.
Annual Campaigns
Year-end giving campaigns need sophisticated multi-touch strategies.
New Donor Acquisition
Growing the donor base requires systematic outreach beyond existing networks.
How We Help Foundations
Systematize major gift cultivation, automate compliance tracking, and scale impact reporting.
Major Gift Pipeline
Automated cultivation sequences move prospects through stages with personalized touchpoints.
- Stage tracking
- Personalized touches
- Meeting scheduling
Grant Management
Never miss a deadline with automated reminders and milestone tracking.
- Deadline alerts
- Milestone tracking
- Report templates
Impact Communication
Automated impact updates keep donors connected to outcomes.
- Quarterly reports
- Story updates
- Annual summaries
Campaign Automation
Multi-touch annual campaigns with segmentation and personalization.
- Donor segmentation
- Year-end campaigns
- Giving Day support
"Donor retention hit 71%. Major gift pipeline grew 2.8x. Grant compliance improved 54%. Annual giving increased $85K. We're able to do more with our small team."
Ready to Grow Your Impact?
Book a free demo and see exactly how we'll systematize your donor stewardship and scale your giving.
Get Your Free Demo