Automation Wins: Draft Thank-Yous and CRM Tasks

In this special episode, I host my powerhouse 10X crew for an energetic roundtable on one of the nonprofit sector’s most important seasons: end-of-year fundraising.

The conversation covers:

• The fundraising landscape in 2025

• How to use AI and automation without losing the human touch

• Maintaining donor trust

• The importance of mid-level donor strategy

• Zigging when others zag (analog in a digital world)

• How to audit and prep your tech stack

• Why major gifts still matter—and take time

Whether you're a small shop with limited resources or a seasoned fundraiser navigating a changing landscape, this episode is packed with practical insights, tools, and strategies to supercharge your year-end campaign.

Important Links:

How to Train ChatGPT:  https://go.rheawong.com/annual-fundraising-plan-tracker1-3127-4300

Upcoming Events: https://www.rheawong.com/events/ 

My Big Ask Gifts Program: https://go.rheawong.com/big-ask-gifts-program 

My Book, Get That Money Honey: https://go.rheawong.com/get-that-money-honey 

My Newsletter: https://www.rheawong.com/