These all sound amazing. How do I choose where to start?

Start with the five-minute Automation Impact Assessment or book a discovery call. PSG will recommend the proven solution most likely to deliver the biggest impact for your team.

Can we implement more than one AutomateGenius solution?

Absolutely. You can implement as many of these solutions as make sense for your organization. Our team will help you determine where to start and how to roll them out in a way that creates impact without overwhelming your staff.

Our organization does things a little differently. Will these automations still work?

On a discovery call, PSG will learn your goals and data environment, recommend the right solution, and show you the standard options that can be configured for your organization.

The solutions menu

Seven proven automations. No guesswork.

We know these solutions work because we built them to solve the same Raiser's Edge challenges our own PSG database experts face every day. PSG manages millions of Raiser's Edge records, and every automation on this menu grew out of real advancement work.

Book a discovery call Find my best automation

App-based solutions

Created by the Prenger Solutions team, configured for your organization.

Reporting & visibility

Daily Digest

Daily Digest delivers one clear email each morning, summarizing recent gifts, new donors, fundraising progress, and records that need attention.

Everything you need to know, all in one place.

Daily visibility for your leadership team.
Timely updates for gift officers.
No more waiting on reports.

See the solution

Heartfelt Emails

Heartfelt Emails watches for meaningful donor moments in Raiser's Edge, drafts a personalized message, and serves it up for the right person to review and send at the perfect time.

The perfect message, served up at the perfect time.

Send all the heartfelt messages you would write to donors if you only had more time.
Donors get timely, personalized messages from a real person on your team.
Your team is always in control of which messages you want to send and how you want to send them.

See the solution

Pledge management

Pledge Assistant

Stay on top of due dates, new pledges, and completed pledges with personalized alerts and donor outreach prompts.

Alerts and outreach prompts that keep every pledge on track.

Stay on top of due dates before a pledge lapses.
Get personalized alerts when a new pledge is added.
Celebrate with donors when they complete their pledge.

See the solution

Membership & recognition

Giving Circle Assistant

Giving Circle Assistant keeps track of your donor clubs, giving societies, and recognition tiers automatically. As gifts come in, each donor record is updated so your team can pull an accurate list whenever you need one.

Retire the tracking spreadsheets and keep track of your giving societies and clubs automatically inside Raiser's Edge.

Societies and recognition tiers update as gifts come in.
Run a report anytime and get an accurate, up-to-date list.
Perfect for annual reports and recognition events.

See the solution

Data hygiene

Deceased Record Assistant

Marking a record deceased in Raiser's Edge can be a cumbersome, labor-intensive process. Deceased Record Assistant handles the manual work for you to save time and help make sure surviving family members are treated with respect.

One workflow handles all the details.

Save printing and postage costs by not mailing to deceased constituents.
Improve accuracy and treat surviving spouses with respect.
Save considerable staff time by replacing manual record updates with one comprehensive automated process.

See the solution

Expert-built workflows

Deeper document creation and complex routing solutions from the experts at PSG.

Tax compliance

Automated Tax Letters

Automated Tax Letters dramatically simplifies the annual tax-statement process by gathering the right giving information, creating each donor's statement, preparing it for mail or email delivery, and saving the final document back to the donor record.

Take the stress out of tax-letter season.

Choose whether to send tax statements by email or mail.
Automatically save the completed tax letter to the donor's record.
Replace repetitive queries, exports and manual assembly.

See the solution

Biggest time saver

Stewardship

Automated Gift Acknowledgments

PSG replaces a pile of acknowledgment templates with a smart, flexible system that uses Raiser's Edge data to apply the right donor details, impact language, signer, tax language, routing and timing.

Streamline and personalize your gift acknowledgment letters.

The right letter. The right signer. The right time.
Route letters to the right reviewer or signer automatically.
Replace template sprawl and manual work with a consistent, organized approach.

See the solution

A Prenger Solutions Group consultant presenting to the team with the PSG screen behind them

Why these seven?

Our automation solutions came from real work, deep in the trenches of Raiser's Edge

PSG experts have spent years managing millions of records inside Raiser's Edge for some of the largest and most sophisticated nonprofits in America. We first built our automations to save us time internally, while improving donor follow-up and eliminating a lot of the day-to-day headaches. Those internal processes and solutions became AutomateGenius.

Meet the PSG team behind the product

Straight answers

Choosing a solution

These all sound amazing. How do I choose where to start?: Start with the five-minute Automation Impact Assessment or book a discovery call. PSG will recommend the proven solution most likely to deliver the biggest impact for your team.
Can we implement more than one AutomateGenius solution?: Absolutely. You can implement as many of these solutions as make sense for your organization. Our team will help you determine where to start and how to roll them out in a way that creates impact without overwhelming your staff.
Our organization does things a little differently. Will these automations still work?: On a discovery call, PSG will learn your goals and data environment, recommend the right solution, and show you the standard options that can be configured for your organization.

Two easy ways to get started.

Take the Automation Impact Assessment

Answer a few questions about how your team works today and get a recommended starting point in about five minutes.

Find my best automation

Book a discovery call

Talk through your processes with a PSG expert who works in Raiser's Edge every day and hear where automation would help first.

Book a discovery call