Because work is enough work already.
Assistant catalog
Drafts a thank-you from donation details someone has already reviewed.
One idea for an assistant Innovation Theory could build around the way your office already works. Someone on your team stays in charge of it.
At a glance
A gift came in last week and the thank-you still has not gone out. The assistant takes the reviewed donation entry and your approved wording and drafts the letter for the development team. A person checks the name, the amount and any restriction before it is sent.
CAREFUL REVIEW means the work is sensitive. Access gets agreed up front, and a qualified person checks the records and every decision that matters.
In Denver and the surrounding communities, Get It Together, Denver comes to your office and gets the records and the written steps in shape. Innovation Theory builds the assistant. Farther out? Start with Innovation Theory and talk through the technical side.
It is set up not to give tax advice, certify what is deductible or change the restrictions on a gift.
Your development lead checks amounts and wording, with finance when needed.
Before any pilot starts, agree which records it may touch, try it on a small sample and make sure you know how to switch it off.
We call it Managed Office Assistance. Innovation Theory builds the Donor Thank-you Writer and looks after it. It drafts the thank-you from a donation entry someone has already reviewed. Your development lead checks the name, the amount and any restriction before it is sent.
Get It Together, Denver gets your records and procedures in order, in your office. Before the assistant touches anything, we all agree who checks its work and what it’s allowed to see.
Call (303) 900-8931 or send a text. Tell us what’s piling up. That’s enough to start.
