Template · Education
Alumni and donor relations for education
Alumni and donors with giving history, last contact and next ask.
One click opens a free 30-day workspace with this template and sample data. Change anything by asking.
Interactive demo and walkthrough
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Try it: Alumni and donor relationsInteractive demo · sample data
Inside
What it does
Alumni and donors with giving history, last contact and next ask.
- Tracks
- Name, Class year, Lifetime giving, Last gift, Relationship manager, Next ask, Ask amount, Status
- Flags automatically
- No contact in a year when Last gift is more than 365 days ago
- Ask this month when Next ask is within 30 days and Status is Cultivating
- Pledged when Status is Pledged
- Actions and automations
- Create a one-page summary: A short Word summary of this name for a meeting or a hand-over.
- Views and charts
- A table, a board and charts you add by asking
- Its agent
- Watches every name for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
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Questions
Frequently asked
Can we start from our own spreadsheets?
Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.
Can we change it ourselves?
Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.
How long does it take to start?
Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.
Start with this in your own workspace
Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.