Holy Family University replaced a stack of acknowledgment templates and manual merges with one configured workflow, freeing more than 12 staff hours a month for donor relationships.
Read the Holy Family University storyStewardship
Bring sanity to your gift acknowledgment process.
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.
Expert-built workflow: typically 6 to 8 weeks after scoping is approved
The problem
Your gift acknowledgment process is wildly inefficient.
At many organizations, creating gift acknowledgments means choosing from dozens of templates, merging data, proofreading, routing for signatures, and mailing letters. Often one person carries most of the rules in their head, which slows the process and makes consistency difficult.
How we solve it
Automated Gift Acknowledgments creates a consistent, reliable path to the right letter.
PSG experts configure a proven workflow that applies the right rules to each gift so letters can go out quickly without losing the personal touches that matter, such as recognizing a first-time donor, using designation-specific impact language, selecting the right signer, or routing a letter for special review.
How it works
Configured to your environment by the PSG team.
- 1
Agree on the non-negotiables.
We start with a simple principle: every donor deserves a prompt, personal, heartfelt acknowledgment. Together, we identify the few rules and experiences your organization never wants to compromise.
- 2
Configure the decisions that matter.
Together, we confirm the approved rules for gift amount, gift type, designation, signer, signature type, impact language, tax language, routing and timing.
- 3
Test the edge cases before launch.
We run sample batches, including DAF, IRA and stock gifts where relevant, and confirm routing and approvals with your team, then launch the agreed workflow.
The PSG method
We don't automate your template pile. We help you fix the process first.
PSG's method starts by simplifying the acknowledgment system, deciding what truly needs to vary, and then configuring one smart workflow around your Raiser's Edge data. It is an approach our fundraising experts have refined across nonprofit development offices: personal where it matters, consistent where it should be, and dramatically easier to maintain.
Learn why AutomateGenius is built differentlyWhat it feels like when the letters take care of themselves.
Reported results
- 12+
- staff hours saved monthly on acknowledgmentsHoly Family University
Questions we hear most often
- Can the workflow use different signers and different language?
- Yes. The standard workflow can apply approved signers, signature types, impact language and tax language based on the gift data and rules confirmed during scope. If you need materially different letter systems or multiple legacy templates preserved, PSG can work with you to come up with the best solution.
- Do we lose control over what donors receive?
- No. Your team approves the template, routing rules, signers and review process during implementation, and PSG tests the workflow with you before launch. The automation then follows those approved rules consistently.
- Does AutomateGenius replace Raiser's Edge NXT?
- No. AutomateGenius works hand in hand with your existing Raiser's Edge platform to streamline routine processes and help your team give donors more personalized attention.
- How much does an AutomateGenius solution cost?
- Our clients pay a one-time setup fee plus an ongoing fee for hosting, maintenance, and support. Simpler automations may cost only a few thousand dollars to implement, while more complex automations can cost significantly more. PSG can give you an exact quote based on your environment and the complexity of the automation we're configuring.
- Who configures and maintains an AutomateGenius automation?
- PSG does. Our experts configure the automation to fit your environment, test it before launch, and provide ongoing hosting, monitoring, maintenance, and support after it goes live.
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Get a practical recommendation in about five minutes, or talk it through with a PSG expert who works in Raiser's Edge every day.