FUNDRAISING OPERATIONS
Know which donors need follow-up—without another export.
Your donation platform, CRM and email tool each hold part of the picture. Health Impact OS shows where campaigns stand and which supporters need a personal touch.
How it usually works today
- Weekly exports to reconcile gifts across platforms
- Failed recurring gifts noticed weeks later
- Thank-you calls tracked in someone's notes
- Campaign totals assembled manually for leadership
With an operational layer
- Campaign progress against goal, updated from your systems
- Failed recurring gifts flagged the same day
- Stewardship tasks created for gifts above your threshold
- Lapsing donors listed for review, not automated outreach
What stays the same
Your CRM remains the record of donors and gifts. Relationships stay with your team; automation only handles the reminders and hand-offs.
See the fundraising view in the demoYour team has a mission to run.
Your systems should make that easier.
In a 20-minute workflow review we look at one process involving fundraising, grants, reporting or operational data, and point out where integration or automation may reduce manual work. No obligation to change your software.
Already interested in a pilot? Discuss a pilot