Donor outreach

Personalized donor emails drafted and ready to send.

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.

App-based solution: typically live 3 to 5 business days after kickoff

The problem

Key donor moments are hidden in your database.

Personalized attention is one of the best ways to build donor trust and loyalty, but your staff does not have time to research every donor every day. A first gift, a much larger gift, a 50th gift, or another meaningful milestone can easily pass without anyone noticing, while generic mass emails are easy for donors to tune out.

How we solve it

Heartfelt Emails does the research and drafting for you.

The automation monitors Raiser's Edge for the donor moments you care about, drafts a personal message in your voice, and serves it up to the right staff member at the right time. Your fundraiser reviews, edits if needed, and sends it as a real person-to-person message.

How it works

Configured to your environment by the PSG team.

  1. 1

    Choose the moments.

    You decide which moments deserve special recognition: a donor's first gift, a lapsed donor, a birthday or anniversary, or a donor reaching an important giving milestone.

  2. 2

    Set the voice.

    Configure your templates, tone, and which people on your team should send messages to which donors.

  3. 3

    Review, edit, and send on your schedule.

    Emails are drafted and served up on the schedule you set, ready for your staff to review, edit if needed, and send. The message still comes from a real person on your team.

See Heartfelt Emails in action.

Enter your name and work email to receive a live example of Heartfelt Emails and see how the automation works.

A smiling Prenger Solutions Group consultant reviewing donor emails on a laptop during a working session

The human part is the point

Automation should make donor relationships more personal, not less.

Our fundraising pros built Heartfelt Emails around a simple reality: the best donor messages are personal, but finding the moment and writing the first draft takes time. AutomateGenius does the research and drafting. Your staff still reviews the message, adds judgment and sends it as a real person to a real donor.

Reported results

200
lapsed-donor emails sent per monthMcLaren Port Huron Foundation
30
milestone donors acknowledged monthlyMcLaren Port Huron Foundation

Questions we hear most often about Heartfelt Emails

Do Heartfelt Emails send to donors automatically?
No. Heartfelt Emails suggests and drafts personalized messages in your team's voice, but your staff stays in control of what is actually sent. The automation saves you the time of deciding what to write and serves up the right message at the right moment; your team reviews, edits if needed, and sends it.
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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Is Heartfelt Emails 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.