Included on every plan

The follow-through that used to depend on someone remembering.

Inconsistent follow-up is the most common reason donors lapse — and the hardest problem to see until it's too late. Auradonors makes follow-up a system: every task owned and deadlined, and simple rules, written in your own terms, that act the moment a gift, a new contact, or a registration arrives.

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The task list with priorities, due dates, owners, and overdue tasks highlighted
Tasks

Follow-up with an owner and a deadline.

Thank-you calls, re-engagement outreach, and anniversary notes — assigned to a real person, tracked to done, and visible to the managers who need to know.

  • Tasks with priorities, due dates, and an owner
  • Reminders before a task is due
  • Recurring tasks for regular check-ins
  • Hand a whole queue to someone else in one step
  • Your tasks open from any page in the app
  • Every task linked to the donor, in their history
Automation

Rules in plain English.

Write "when a gift over $1,000 arrives, create a thank-you call due in two days" once, and it happens every time. Thank-you emails are included on every plan.

  • Triggers for gifts, new contacts, recurring charges, registrations, and score changes
  • Conditions on amount, fund, appeal, channel, and more
  • Send a thank-you email in the wording you choose — on every plan
  • Create tasks and tag donors — on Professional
  • A test run that shows what a rule would have done last month, before you switch it on
  • Starter templates and an execution log written in plain English
The automation builder: a rule that creates a high-priority thank-you call, due in two days, for every gift of $1,000 or more
On each plan

Tasks & automation, plan by plan

Every plan includes unlimited users and unlimited donor records. Compare every feature.

Feature FoundationProfessionalEnterprise Partner
Task assignment, priorities, and due dates
Reminders and recurring task schedules
Notifications and team workload visibility
Automated thank-you emails — different words for different donors
Automation rules engine Thank-you emails All actions All actions
Advanced automation triggers (field changes, segment membership) — —

Common questions

What can automations do on the Foundation plan?
Foundation runs the full rules engine for sending emails — receipts and thank-yous with different wording for different donors. Professional adds rules that create tasks and tag donors, and Enterprise Partner adds rules that react to field changes and to donors joining or leaving a segment.
Can a donor opt out of an automation?
Yes. A tag can turn off specific automations, or a whole kind of action such as every automated email, for anyone who carries it — and no other rule can switch it back on for them.

Works hand in hand with

Receipts & statements

Receipts and thank-yous in your own words, sent by your rules — and year-end statements in one run.

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Professional

Donor insights

Lapse-risk and engagement scores on every donor, with their working shown — plus RFM, lifecycle, and retention.

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Donors & households

Profiles, households, relationships, and clean addresses — one record your whole team trusts.

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See it with your own donors in mind.

Schedule a 30-minute conversation. We'll walk through how your team works today and show you where Auradonors would change it.

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