Donor Retention
8 Donor Email Workflows Every Nonprofit Needs in 2025
Manual donor follow-up does not scale. These 8 automated email workflows increase retention by 67%, save 15 hours per week, and ensure no donor falls through the cracks.
The Problem: Donors Slip Away Silently
The average nonprofit loses 60% of first-time donors before they give a second time. Why? Because there is no systematic follow-up.
The Solution: Automated Donor Workflows
Email workflows are triggered sequences that send the right message at the right time, automatically. No manual work. No missed follow-ups.
The 8 Essential Workflows
New Donor Welcome Series
First donation received
Thank them, share impact, introduce your team, and invite them to connect on social media.
Recurring Donor Retention
Monthly gift anniversary
Celebrate their commitment, show cumulative impact, and reinforce the value of sustained giving.
Major Donor Cultivation
Gift over $1,000
Personal thank you, impact report, invitation to exclusive event, and ask for next-level gift.
Lapsed Donor Re-engagement
No gift in 18 months
Remind them of past impact, share what is new, offer easy ways to reconnect.
Birthday & Anniversary
Donor birthday or giving anniversary
Celebrate them with a personal message and optional donation match or special recognition.
Donor Upgrade Campaign
3+ gifts at same level
Show their total impact, explain what next level enables, and make the ask with clear benefits.
Year-End Giving Series
November 1st
Build urgency with countdown, matching gift announcements, impact stories, and tax deadline reminders.
Feedback Loop
6 months after first gift
Ask how they want to hear from you, what programs interest them, and how they found you.
Get All 8 Workflows Pre-Built in Expirely
No setup required. Just customize the copy and turn them on. Start retaining more donors in 15 minutes.
Start Free TrialNo credit card required • Setup in 15 minutes • Cancel anytime