Monthly Donor Club
Monthly Donor Club: Recurring Donor Tracker for Nonprofits. Keep every monthly donor with touches, a lapse list with reasons, an upgrade list and a public join page. Free to clone.
Monthly Donor Club is a Taskade app kit built from one prompt: 6 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 6 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Club Care Analyst and Sprout. Its automations include New join request alert, Monthly club care email and Lapse capture.
by @taskade
What you can do with Monthly Donor Club
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Monthly Donor Club works
- New join request alert: when a join request is added, then Email the owner.
- Monthly club care email: when On the 1st of each month at 9 AM, then Find donors who need care and Email the owner.
- Lapse capture: when a donor is set to Lapsed, then Add a lapse note and Read the donor.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Club Care Analyst, Sprout
- Automations: New join request alert, Monthly club care email, Lapse capture
- Workspace: 6 projects, 2 AI agents, 3 automations