displayName
Donor Stewardship Cycle
workflowKind
operational
triggerType
scheduled
typicalCadence
monthly
complexity
cross-team
description
Manages the donor stewardship lifecycle for nonprofit fundraising --
segmenting donor base by giving level, recency, and engagement
score, generating personalized impact reports showing how donations
were deployed against program outcomes, tracking stewardship
touchpoint completion (thank-you calls, recognition events, site
visits) against donor-tier stewardship plans, analyzing donor
retention and upgrade rates by acquisition channel and giving
program, reviewing planned giving pipeline and pledge payment
schedules, evaluating major-gift cultivation stage progression
against moves management targets, and producing board-ready
fundraising performance summaries. Produces donor stewardship
dashboard, retention analysis report, and cultivation pipeline
review. Excludes gift solicitation.