Using Automation to Streamline Gift Processing and Reporting

Case studies from nonprofit clients who have embraced automation and will never go back.

About the Webinar

This webinar originally aired on May 23, 2023 11:00am, Central

Automation tools like Microsoft Power Automate and Zapier are allowing development offices to streamline the way they process gifts, generate reports, and communicate with donors.

In this practical webinar, the team from Prenger Solutions Group shares case studies from nonprofit clients who have embraced automation and will never go back.

You will learn from nonprofits who used automation to:

1. Streamline their gift acknowledgment process to save time and money
2. Identify and welcome first-time donors
3. Send follow-up emails to LYBUNTS and SYBUNTS
4. Generate and distribute complicated reports with the click of a button
5. Alert major gift officers when one of their assigned prospects makes a gift
6. Draft heartfelt, personalized emails based on the donor’s most recent activity

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Meet Your Hosts

Nic Prenger, J.D. Founder/CEO

Nic Prenger founded Prenger Solutions Group in 2018 to help nonprofits modernize their communications and fundraising. He is passionate about using technology to help nonprofits raise more money with fewer headaches – a passion shared by each and every member of the PSG team. A former prosecutor, Nic worked for the U.S. Senate Finance Committee in Washington, D.C., and the U.S. Attorney’s Office for the Southern District of Iowa. He also served on the national advisory board for the National Catholic Education Association.

Austen Brown

Austen Brown Database Consultant, Automation Engineer

With more than a decade of experience in nonprofit database management, Austen is an expert in standardizing data and creating automated business workflows using Raiser's Edge NXT and the Microsoft Power Platform. Austen’s commitment to efficiency drives her passion for improving donor communications, streamlining data input, and simplifying reporting for nonprofit organizations through automation.

Stacy Cope Director of Automation Services

Since she started working with nonprofit databases in 2011, Stacy has been obsessed with getting the software to work for her. She now works with PSG clients to automate donor stewardship, data cleanup, and other tasks to save organizations time and get them more in touch with their donors.