Run a daily year-end gift check Prompt
Prompt
Here are yesterday's new year-end gifts and our current tracker summary. Today is [DATE]. Give me today's to-do list: 1. THANK TODAY: every new gift, with its group and which thank-you version to send. Flag any gift of $250 or more, or any gift above its ask amount, so [EXECUTIVE DIRECTOR NAME] can add a personal line or call. 2. REMOVE FROM REMINDERS: every donor ID that gave, so I can update the exclusion list before the next send on [NEXT SEND DATE]. 3. TOP DONOR FOLLOW-UPS: top donors who were called but haven't given yet, and how many days it's been since the call. 4. ANYTHING ODD: possible duplicate gifts, gifts with no donor ID or group, refunds, or gifts from donors marked DO NOT ASK. 5. TODAY'S NUMBERS: repeat the totals from the tracker summary exactly as I pasted them. Use only the data I've pasted. Don't calculate totals yourself; use the tracker's numbers. YESTERDAY'S NEW GIFTS: [PASTE DONOR ID, AMOUNT, DATE, GROUP] TRACKER SUMMARY: [PASTE] DONORS CALLED SO FAR (DONOR ID AND CALL DATE): [PASTE OR "NONE"]
Watch out for
Control: Update the exclusion list in your email tool before every reminder goes out.
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