FundSvcs Community

Hello, everyone!

I am wondering if anyone has any recommendations for platforms which facilitate the streamlined sending of electronic pledge reminders? 

We currently send the majority of our reminders via snail mail, but do occasionally send some via email through the use of fillable PDF forms. For our snail mail reminders, we obviously utilize mail merges and our templates have numerous conditional merge fields. However, the generation of fillable PDFs is much more of a manual, time-consuming process. 

We would love to be able to integrate our two approaches (i.e. send electronic reminder "letters" via email, have them be donor-specific and able to pull conditional information, while still benefitting from some of the benefits of a mail merge, including the ability to generate batches of letters/emails in bulk). 

We have looked into some electronic platforms, but were either unable to tailor the messages to the degree we would like and/or dissatisfied with the appearance of the message template. 

Has anyone else successfully implemented something like this? Any insight is greatly appreciated!


Sincerely,

Nate FitzGerald

Lead Senior Gift Administration & Compliance Specialist

Philanthropy Operations, UMB Office of Philanthropy

220 Arch Street, 13th Floor

02-105E

Baltimore, MD  21201

Phone:  410-706-3692

Email:  nfitzgerald@umaryland.edu

------------------------------
Nate FitzGerald
nfitzgerald@UMARYLAND.EDU
------------------------------

Original Message:
Sent: 11/10/2022 2:14:00 PM
From: Nate FitzGerald
Subject: Recommendations for Electronic Pledge Reminders

Hello, everyone!

I am wondering if anyone has any recommendations for platforms which facilitate the streamlined sending of electronic pledge reminders? 

We currently send the majority of our reminders via snail mail, but do occasionally send some via email through the use of fillable PDF forms. For our snail mail reminders, we obviously utilize mail merges and our templates have numerous conditional merge fields. However, the generation of fillable PDFs is much more of a manual, time-consuming process. 

We would love to be able to integrate our two approaches (i.e. send electronic reminder "letters" via email, have them be donor-specific and able to pull conditional information, while still benefitting from some of the benefits of a mail merge, including the ability to generate batches of letters/emails in bulk). 

We have looked into some electronic platforms, but were either unable to tailor the messages to the degree we would like and/or dissatisfied with the appearance of the message template. 

Has anyone else successfully implemented something like this? Any insight is greatly appreciated!


Sincerely,

Nate FitzGerald

Lead Senior Gift Administration & Compliance Specialist

Philanthropy Operations, UMB Office of Philanthropy

220 Arch Street, 13th Floor

02-105E

Baltimore, MD  21201

Phone:  410-706-3692

Email:  nfitzgerald@umaryland.edu

------------------------------
Nate FitzGerald
nfitzgerald@UMARYLAND.EDU
------------------------------

Thank you so much!! I have reached out to them for a demo. Much appreciated!!

Nate

------------------------------
Nate FitzGerald
nfitzgerald@UMARYLAND.EDU
------------------------------

Original Message:
Sent: 11-11-2022 08:00 AM
From: Lisa Geiersbach
Subject: Recommendations for Electronic Pledge Reminders

We have been using Pledgemine for our tax receipts and it is much like you describe.

 

The company, if I recall correctly, got its start as a resource for sending nightly pledge reminders for phonathons.  Depending on variable fields in your spreadsheet which is uploaded through it can change both wording as well as images.  We have also used it for other mailings/email campaigns.  It is very easy to work with, in my opinion.  They were recently acquired by Evertrue, the same company that does Thankview.

 

Lisa

 

Lisa S. Geiersbach

Director of Advancement Services

 

Northwood University

 

Original Message:
Sent: 11/10/2022 2:14:00 PM
From: Nate FitzGerald
Subject: Recommendations for Electronic Pledge Reminders

Hello, everyone!

I am wondering if anyone has any recommendations for platforms which facilitate the streamlined sending of electronic pledge reminders? 

We currently send the majority of our reminders via snail mail, but do occasionally send some via email through the use of fillable PDF forms. For our snail mail reminders, we obviously utilize mail merges and our templates have numerous conditional merge fields. However, the generation of fillable PDFs is much more of a manual, time-consuming process. 

We would love to be able to integrate our two approaches (i.e. send electronic reminder "letters" via email, have them be donor-specific and able to pull conditional information, while still benefitting from some of the benefits of a mail merge, including the ability to generate batches of letters/emails in bulk). 

We have looked into some electronic platforms, but were either unable to tailor the messages to the degree we would like and/or dissatisfied with the appearance of the message template. 

Has anyone else successfully implemented something like this? Any insight is greatly appreciated!


Sincerely,

Nate FitzGerald

Lead Senior Gift Administration & Compliance Specialist

Philanthropy Operations, UMB Office of Philanthropy

220 Arch Street, 13th Floor

02-105E

Baltimore, MD  21201

Phone:  410-706-3692

Email:  nfitzgerald@umaryland.edu

------------------------------
Nate FitzGerald
nfitzgerald@UMARYLAND.EDU
------------------------------