First gift welcome note
Send the gift date, donor ID, preferred name and approved program update. Grantkeeper writes a brief welcome that mentions the program without assigning an unverified result to the gift. Anonymous gifts stay anonymous.
Fictional example.
Start with the source records
Send the gift date, donor ID, preferred name and approved program update. Grantkeeper writes a brief welcome that mentions the program without assigning an unverified result to the gift. Anonymous gifts stay anonymous.
Compare the drafts with the record of notes already sent. If the export does not include earlier gifts, first-gift status stays unconfirmed. You send the checked notes through your existing account and record the actual send date, not the draft date.
Check before using the draft
A personal thank-you does not replace a checked donation receipt. Verify preferred names and contact choices.
Use Gmail, Mailchimp. Read the donor follow-up guide.
Sources: Gmail documentation, Mailchimp documentation
What you send
Draft a first-gift welcome for these five checked donor records. Use our approved pantry update.
What Grantkeeper prepares
Five personal note drafts, a missing-name list and a follow-up log ready for your donor system.
What to keep in mind
A personal thank-you does not replace a checked donation receipt. Verify preferred names and contact choices.