Services
Overview
Manual processes in advancement offices are expensive. Every hour a gift officer spends pulling reports or copying data between systems is an hour not spent on donor relationships. I build automations that connect Raiser's Edge NXT to the rest of your tools so your team gets what they need without touching it.
Every automation listed here has run in a live independent school advancement office.
Platforms
Work
Every Monday morning, staff members arrive to a segmented list of lapsed donors. Each entry links directly to the constituent record and opens a ready-to-send outreach email. No pulling, no filtering.
Power Automate · Raiser's Edge NXT API
Staff get a weekly list of recent donors, each with a ready-to-send thank-you link. When the email goes out, an action is added automatically.
Power Automate · Raiser's Edge NXT API
Reports land in the right Drive folder on schedule, organized and ready to share. No one has to remember to run them, export them, or send them.
Power Automate · Raiser's Edge NXT API · Google Drive
When a donor updates their email in Raiser's Edge NXT, the right person on your team knows within minutes. No more finding out a message bounced after the fact.
Power Automate · Raiser's Edge NXT API
Google Sheets that stay current without anyone touching them. A live connection to Raiser's Edge NXT pulls fresh donor and gift data on schedule, automatically.
Raiser's Edge NXT API · Google Sheets