Interactive Tool

Build a donor journey in under a minute.

Pick the touchpoints that fit your program. We sequence them into a recommended workflow you can hand to your team — or to us — for implementation.

Start from a preset

Choose touchpoints

5 selected — toggle any card to add or remove it from your journey.

Receipt
Stewardship
Cultivation
Campaign
Compliance

Suggested workflow

Sequenced by day-from-gift. Ready to hand to your operations team.

  1. 1
    Instant Thank-You
    Same day
    Email · Stewardship

    Automated on-screen + email confirmation immediately after the gift.

  2. 2
    Tax Receipt
    Day 1
    Email · Receipt

    CRA / IRS compliant receipt issued automatically from your CRM.

  3. 3
    Acknowledgement Letter
    Day 5
    Mail · Stewardship

    Personalized letter from the ED or program lead, signed and mailed.

  4. 4
    Impact Story
    Day 30
    Email · Cultivation

    Mission story showing the donor where their gift went.

  5. 5
    Recurring Upgrade Ask
    Day 90
    Email · Cultivation

    Invite one-time donors to convert to monthly giving.

Want us to build this in your CRM?

We implement these workflows in Raiser's Edge, NGP VAN, NationBuilder, and more — with the receipts, segmentation, and compliance baked in.

Send this journey to us →