Customer stories
Real advancement teams. Measurable change.
These are reported outcomes from teams that put AutomateGenius to work inside their existing Raiser's Edge NXT environment. Nothing here required new headcount or a new database.
Healthcare foundation
100 staff hours reclaimed in a one-person development office.
McLaren Port Huron Foundation
The challenge
One Director of Philanthropy covered events, acknowledgments, stewardship, cultivation and outreach while learning Raiser's Edge NXT. Finding lapsed donors meant running queries, pulling reports and sorting data by hand before a single email went out.
What they put in place
PSG reviewed the Raiser's Edge NXT database first, then launched Daily Digest. Each morning it delivers up to 10 lapsed donors and milestone donors with record links and a personalized email ready to review and send.
“It's been something that has given me hours back within the day. The emails I've sent have made a difference and allowed me to connect with donors.”
- 100
- staff hours reclaimed annually
- 200
- lapsed-donor emails sent per month
- 30
- milestone donors acknowledged monthly
Higher education
From spreadsheets to stewardship: personalized donor outreach inside Raiser's Edge NXT.
Holy Family University
The challenge
Acknowledgment letters were prepared by hand several times a week, giving tiers lived in Excel exports, and personalized outreach depended entirely on staff bandwidth. Newer staff had little visibility into donor history.
What they put in place
Automated workflows tied to Raiser's Edge NXT now cover milestone giving notifications, birthday outreach, personalized thank-you emails, prospect manager touchpoints, giving tier updates and faster acknowledgment processing.
“Stewardship wasn't personalized the way that the heartfelt emails are now. We often knew things like birthdays or giving milestones, but it was not feasible for our gift officers to do this on their own.”
- 12+
- staff hours saved monthly on acknowledgments
- 2
- months from kickoff to fully set up
- 100%
- giving tiers updated consistently
The people behind the results
The software matters. The team configuring it matters just as much.
Every story on this page started with a PSG expert learning how the client's advancement office actually worked. We configure the automation, test it with the team and keep monitoring it after launch. AutomateGenius clients are not handed a login and a help center. They work with people who know Raiser's Edge.
Meet the PSG team behind AutomateGeniusResults vary by workflow, data quality and team adoption. The figures above are outcomes reported by AutomateGenius clients using Raiser's Edge NXT.
Want results like these?
Take the five-minute Automation Impact Assessment to see which solution fits your team, or book a discovery call with PSG.