Thank-you emails shouldn’t be your last touchpoint

Most nonprofits send one nice thank-you and then… nothing. That silence? It’s one of the biggest reasons donors don’t come back.

In this fast, practical walkthrough, Dan shows how easy it is to set up donor stewardship workflows in HubSpot that go beyond the first “thanks.”

With a few simple automations, you can keep the relationship going without putting all the follow-up on your staff’s shoulders.

In 10 minutes, you’ll learn:

Why post-donation follow-up matters just as much as the ask
Donor relationships fade fast without a plan to keep the conversation going.

How to automate thank-you emails that still feel personal
Use donation data to send timely, relevant messages automatically.

What branching logic looks like in a real stewardship workflow
Trigger different paths based on donor actions and engagement.

How to add task assignments and internal alerts
Make sure your staff knows when to step in and follow up.

Ways to keep donors engaged without overwhelming your team
Use smart automation to save time and strengthen relationships.

Who Should Watch

• Fundraising and development staff
• Nonprofit marketing teams
• CRM and operations managers
• Anyone working on donor retention
  
  

What You’ll Walk Away With

Walk away with a real-world workflow you can borrow, adapt, and launch, and one that keeps donors engaged without piling on extra work for your staff.