We have a lot of gift-acknowledgment templates. Can you really automate all of that into one workflow?

Yes. PSG can configure acknowledgment logic by fund, campaign, designation, school or unit, gift amount, signer and other standard rules, allowing different areas of the institution to keep the language and routing they need within one organized workflow.

Can automation help us keep giving societies current?

Yes. Giving Circle Assistant recalculates the donor's current level when gifts come in and writes the result to a Raiser's Edge NXT field, based on the thresholds and time period you select.

Colleges and Universities

More alumni touchpoints without adding staff.

College and university advancement offices juggle annual giving, reunion cycles, giving societies and pledge-heavy campaigns across a large alumni base. AutomateGenius makes all of that run smoothly and efficiently.

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Trusted by colleges and universities across the country.

Colleges and universities like yours use AutomateGenius to streamline back-office tasks, help personalize donor communications, and make Raiser's Edge NXT work better.

Where teams like yours start

Three solutions that pay off quickly for colleges and universities.

Keep your giving societies and clubs updated in Raiser's Edge NXT — automatically.

Giving Circle Assistant keeps clubs, giving societies and giving tiers accurate by tagging donors as gifts come in and removing donors who no longer qualify.

Giving Circle Assistant

Protect your pledge revenue.

Pledge Assistant keeps your team on top of due dates, new pledges and completed pledges with personalized alerts, then drafts the perfect outreach message for your team to review and send.

Pledge Assistant

Make tax season predictable.

Generate tax letters with a single click, then choose whether to send them by mail or email (or both!). Every completed letter is saved back to the donor's Raiser's Edge record for quick and easy access.

Automated Tax Letters

Several Prenger Solutions Group consultants working together during a team session

PSG knows advancement complexity

Built for the database that never sits still.

Large alumni files, giving societies, pledge campaigns, multiple schools and signers are familiar territory for PSG. Our team configures standard AutomateGenius options, including campaigns, funds, thresholds, senders, recipients and routing, against the way your institution uses Raiser's Edge NXT.

Case study

Colleges and Universities

From spreadsheets to stewardship, mid-campaign.

Holy Family University's advancement team was in a campaign, onboarding new staff and running stewardship by hand. PSG built automation around how the office actually operates, and the team was set up in about two months.

Before

Acknowledgment letters prepared manually multiple times per week
Giving tiers tracked through Excel exports and manual review
Personalized outreach limited by staff bandwidth
New staff with little visibility into donor history

With AutomateGenius

12+ staff hours saved monthly on acknowledgments alone
Giving tiers updated consistently for the first time
Milestone, birthday and thank-you outreach drafted automatically
Gift officers review, check and send in minutes

“With the premade templates and Gmail connector, it's super easy to do a quick review, check it over, and send. Our gift officers love this and they have seen good results, too.”

Julie Rempfer, Senior Director of Donor Relations and Prospect Management, Holy Family University

Read the Holy Family University story

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Straight answers

Questions from colleges and universities

We have a lot of gift-acknowledgment templates. Can you really automate all of that into one workflow?: Yes. PSG can configure acknowledgment logic by fund, campaign, designation, school or unit, gift amount, signer and other standard rules, allowing different areas of the institution to keep the language and routing they need within one organized workflow.
Can automation help us keep giving societies current?: Yes. Giving Circle Assistant recalculates the donor's current level when gifts come in and writes the result to a Raiser's Edge NXT field, based on the thresholds and time period you select.

Not sure where to start?

Take the five-minute Automation Impact Assessment for a recommended starting point, or book a discovery call with the PSG team.

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