A major donor gives on Tuesday. The assigned officer does not see it until Thursday.
A national nonprofit organization managed its donor development operation in Raiser's Edge NXT. The data was there, but it did not move. Staff had to log in, filter gift records, cross-reference assignments, and route updates manually. Armely built a Power Automate flow that pulls new gifts every morning at 8 AM and delivers a personalized digest to every assigned staff member automatically.
Does this describe your development team?
- Gift records sit in Raiser's Edge until someone logs in and pulls them manually
- The assigned major gift officer, solicitor, and supervisor do not all learn about a gift at the same time
- Someone has to know every donor-staff relationship and forward updates to the right people
- Acknowledgment timelines slip because staff find out about gifts days after they post
- Gifts tied to leadership donors, board members, and planned giving prospects get the same treatment as everything else
- There is no formatted summary of the full gift record, so staff piece together details from multiple screens
What Armely built for a national nonprofit
A national nonprofit with a portfolio of leadership donors, board members, major donors, and planned giving prospects needed a better way to notify development staff, solicitors, and supervisors about new gifts tied to their assigned donors.
Armely built a 155-action Power Automate flow that triggers daily at 8 AM, pulls new gifts from Raiser's Edge NXT, enriches each record with full constituent and fundraiser data, evaluates constituent codes to filter for priority segments, and routes a personalized HTML digest email to every assigned staff role through Office 365.
Every development officer, solicitor, and supervisor now sees the gifts linked to their donors by 8 AM the next morning. No one has to log in, pull a report, or forward an email. Gifts without a resolved staff assignment route to a fallback recipient so nothing is missed.
At a glance
| Before | After |
|---|---|
| Staff had to log into Raiser's Edge NXT and pull gift records manually each day | Power Automate pulls new gifts automatically at 8 AM and delivers a digest by email |
| Gift notifications depended on someone knowing every donor-staff relationship | Role-based routing delivers to every assigned officer, solicitor, and supervisor automatically |
| Acknowledgment timelines slipped because staff learned about gifts days late | Same-morning awareness: gifts posted yesterday appear in the 8 AM digest today |
| Gift records arrived as partial information requiring cross-referencing in Raiser's Edge | Each digest includes an enriched record with amount, type, appeal, campaign, fund, and donor details |
| Donors without a clear staff assignment had gifts that went unacknowledged | Unresolved assignments route to a fallback recipient so no gift reaches a dead end |
| No filtering for priority segments, with all gifts treated the same regardless of donor level | Constituent code filtering targets leadership donors, board members, and major donors |