Heartfelt Emails
The perfect message, served up at the perfect time.
See the solutionMembership & recognition
Stop using spreadsheets to track your donor recognition.
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.
App-based solution: typically live 3 to 5 business days after kickoff
The problem
Keeping giving societies and recognition tiers current takes a surprising amount of manual work.
When an annual report, newsletter, recognition event, or leadership request comes up, database staff often have to rebuild lists to determine who belongs in each club or tier. The work is time-consuming and the list can be out of date almost as soon as it is finished.
How we solve it
Giving Circle Assistant keeps membership current as gifts happen.
AutomateGenius monitors Raiser's Edge against the rules you define and updates donor records to reflect the right giving society, club, or recognition tier. Giving Circle Assistant keeps the tier field current; broader donor stewardship messages such as first gifts, milestones, birthdays and lapsed outreach are delivered through the Heartfelt Emails automation.
How it works
Configured to your environment by the PSG team.
- 1
Tell us your criteria.
We get to know the rules around your giving circles, donor clubs, and recognition societies.
- 2
Configure the automation.
You choose the tier or circle thresholds, the campaign or time period that drives the calculation, the Raiser's Edge NXT custom field to update, and whether optional recognition emails are enabled.
- 3
Keep your lists up to date automatically.
Memberships and attributes update in your database as gifts happen. We can even notify staff when a donor lapses, enters a society, or reaches a new tier.
Yes, we know that spreadsheet
We've seen the giving-society spreadsheet. We know how this ends.
Giving circles are a perfect example of work that feels manageable until the annual report, recognition event or leadership request lands. PSG built this assistant to keep the answer in Raiser's Edge itself, current as gifts come in, so your team is not rebuilding the same membership list again and again.
Questions we hear most often
- Can this automation handle multiple giving circles and societies?
- Yes. Each giving circle, society, or recognition tier can have its own thresholds, counting rules, soft-credit treatment, and fiscal-year logic. Giving Circle Assistant evaluates each set of rules independently and keeps the related donor records current.
- 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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Everything you need to know, all in one place.
See the solutionIs Giving Circle Assistant the right place to start?
Get a practical recommendation in about five minutes, or talk it through with a PSG expert who works in Raiser's Edge every day.