Sharing my Power Automate Template: Additional Touchpoints Stewardship Flow

Nicole Szydlo · March 2023

This automation supports the acknowledgment process by providing a weekly email notification to the Donor Relations team of all qualifying gifts $500+ entered the week prior. A query/workbook combination is used instead of a gift list because we needed more flexibility than the gift list filters offer to determine which gift qualified. This is used to mail an impact postcard or request personal outreach from a program head (depending on size of gift/situation). The notification includes:

A spreadsheet that includes all qualifying gifts, along with mailing information and contextual data points (such as staff solicitor). This spreadsheet is exported via Queue, saved to Sharepoint, and attached to the email message.
An HTML digest/table of the same gifts, with links to the constituent record and gift record.
Scheduled actions pre-loaded into Raiser’s Edge for all constituents in the report, for completion by the Donor Relations team. The action summary is standard and the action note is personalized with the amount of gift, date of gift, and fund. This allows the DR Team the opportunity to evaluate which fundraiser or program head may be appropriate to complete the additional outreach. DR Team will edit the action, assign solicitor, and mark complete when finished.