Writing donor thank-you notes with a personal touch
An agent takes a donor's giving history and your notes about their interests, then drafts a warm, individual thank-you note. A staff member edits and signs each one.
What it involves
- Tools / helper type
- CRM export + AI writing assistant
- Rough effort
- Low (Low = an afternoon or less; Medium = a few days with some setup; High = a project)
Who should look it over
Donor data is private; use only what is needed. A person should review each note so it sounds sincere and accurate.
Related use cases
Segmenting a donor list for a thoughtful thank-you campaign
An agent reads an export from the donor database and groups supporters by how recently and how often they have given.
Read more about Segmenting a donor list for a thoughtful thank-you campaignDrafting a first pass of a grant application from past reports
An assistant reads the organization's earlier reports and program descriptions and builds a first draft that answers the funder's questions.
Read more about Drafting a first pass of a grant application from past reportsOrganizing volunteer shift reminders and thank-yous
An agent reads the shift schedule, prepares reminders for the coming week and a thank-you message afterward.
Read more about Organizing volunteer shift reminders and thank-yousExamples are for general information. Tools and features change, so check with the vendor, and keep a person in the loop for anything involving money, private information or people in your care.