Context: A nonprofit heavily reliant on individual donor contributions, faced challenges with its gift officers managing over thousands of donors. The existing system lacked real-time visibility into donations, leading to delays in acknowledgment and stewardship, which could affect donor relations and satisfaction. Additionally, the manual process of checking donation details against campaign specifics, fund assignments, and gift types was cumbersome and prone to errors.

Solution: To address these issues, we developed the Gift Review App within Power Apps, which integrates seamlessly with organization's existing infrastructure. This app allows gift officers to immediately view incoming donations, add notes, and ensure correct assignment to campaigns and funds through an intuitive checklist. The app's dashboard provides a 360-degree view of each donor's portfolio, enhancing the understanding of donor behavior and preferences. Furthermore, the tool includes features for direct communication with the Org DevOps team to clarify any discrepancies or queries, streamlining the process.

Impact: The implementation of the Gift Review App has significantly improved the efficiency of gift management. Donation processing time has been reduced, leading to more timely donor acknowledgments, which can positively influence donor retention and giving rates. The app's clear task completion visibility for managers ensures accountability and fosters a culture of continuous improvement. By automating and optimizing the donation review process, the organization not only enhances its operational capacity but also builds stronger, more informed relationships with donors, potentially leading to increased donations and a more engaged donor base.