Welcome to Agentic Annual Giving thatfinds a lapsing donor the day the streak breaks.
A team of three works a list thousands of names long, so renewals slip because nobody reaches them. Risely's agents find every lapsing donor, draft each renewal from that donor's own giving story, and hold every send for the team.
Renewal for a lapsing donor
gift posted
“For seven straight Junes your gift has kept the History Department's student research fund going. This year's deadline is the 30th, and your streak is one click from year eight.”
the fund, the class and the streak, all read off the record
Held for the annual giving manager, who approves it from the morning queue on June 12.
The $260 gift posts on June 19, restricted to the History fund, and receipted the same day.
The lapse is found the day the streak breaks.
Seven straight Junes and then nothing. Risely reads the pattern off the ledger and raises the donor while there is still time in the fiscal year to ask.
One donor's Junes
reading the ledger
Most donors who lapse would give again if somebody asked well. The team is three people, and the list is thousands of names long.
The appeal is written from one donor's own record.
The fund they chose, the department they studied in, the years they have given. A mail merge costs the office the same time and says none of it.
The same donor, two appeals
The mail merge
“Dear alum, your support makes everything we do possible. Please consider a gift before the fiscal year closes.”
Written from the record
“For seven straight Junes your gift has kept the History Department's student research fund going.”
the fund, the class and the streak, all off the ledger
One of these knows who it is writing to. Both cost the office the same amount of time.
Risely's agents work the whole giving year.
September, Giving Day, the December rush, spring renewals, and the fiscal close on June 30. The annual fund stops getting attention only in the last week of it.
The giving year, end to end
Risely works all five, so the fiscal close stops being the only week the annual fund gets any attention.
A person approves every send.
The manager reads a morning queue and approves, edits, or holds. Nothing reaches a donor without that decision, and the donor who asked for space keeps getting it.
The morning queue
nothing sends itself
The manager reads a queue rather than writing a thousand letters, and every appeal leaves on a person's decision.
One thing moves. The appeal re-drafts.
A streak breaks, a fund closes, a donor upgrades, a donor asks for quiet. Any of them changes what the office should say, and every one runs the same way.
A streak breaks
the June gift does not arrive
Risely reads the record
the fund, the class, the years
The renewal drafts
out of that donor's own history
The manager approves it
from the morning queue
The gift posts
restricted to the fund the donor chose
What changes, and how it runs.
Renewals stop depending on memory
Every lapsing donor is found the day they lapse, and asked while there is still time.
Appeals read like they know the donor
The fund, the class, the streak, drafted from the record and approved by the team.
Donor retention compounds
This June's renewal is next June's easiest gift, and the major-gift pipeline after that.
The technical read
Connects read-only to your CRM, gift ledger and appeal history to start
The annual giving manager approves every send
Every draft, edit and send lands on an append-only log
Runs alongside what you have. Nothing rips out.