Keep pledges on track.
Pledge Assistant keeps your team on top of due dates, new pledges and completed pledges with personalized alerts, then drafts the right outreach for your team to review and send on time.
Pledge AssistantPrivate Schools
Give a small advancement team more time for donors.
Private school advancement offices typically run lean, with just one or two people in charge of parent participation, a short annual-fund calendar, and a database that refuses to stay clean. AutomateGenius automates routine manual work so your team can focus where it matters most - building and stewarding relationships with your donors and prospects.
Trusted by private schools across the country.
Private schools like yours use AutomateGenius to streamline manual work, help personalize donor and family communications, and make Raiser's Edge NXT work better.
Where teams like yours start
Three automations that private schools love
Update deceased records quickly and efficiently
Our Deceased Record Assistant turns a labor-intensive 11-step process into a single workflow, saving staff hours of manual work while making sensitive record updates more consistent.
Deceased Record AssistantSimplify gift acknowledgments.
Automated Gift Acknowledgments replaces template hunting and manual routing with a smart and flexible workflow that applies the approved language, signer and routing rules for each gift.
Automated Gift Acknowledgments
Built for small teams with big expectations
Your advancement office should not need another pair of hands just to keep up.
PSG's experts work with lean teams that do not have spare staff for list maintenance, pledge chasing, database cleanup or template management. AutomateGenius handles the repeatable work so the people on your team can spend more of their time on families, donors and the relationships that actually move the annual fund.
Straight answers
Questions from private schools
- How long does implementation take for a small school advancement team?
- App-based solutions typically go live 3–5 business days after kickoff, once scoping is approved. Automated Tax Letters and Automated Gift Acknowledgments are expert-built workflows and typically take 6–8 weeks.
- Will parents receive automated emails without staff review?
- Heartfelt Emails and Pledge Assistant drafts are reviewed by staff before sending. Gift acknowledgments and tax statements follow the routing and approval process defined during implementation.
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.