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Why Workflows Work—Especially in Fundraising

In fundraising, we rarely use workflows to guide relationships forward. But the truth is: they work.


Workflows help teams stay aligned, follow through with intention, and move donor relationships from “interested” to “engaged” to “invested.”


Fundraising is a relationship business. But relationships don’t move forward on good intentions alone.


That’s where workflows come in.


Too often, non-profits ignore them—thinking they’re too “corporate” or impersonal. But when thoughtfully designed, workflows:


✅ Keep teams aligned

✅ Ensure timely follow-up

✅ Move donors from interest to investment


They don’t replace human connection—they support it.


With Magnet, we help fundraisers use workflows to build relationships that don’t fall through the cracks.


Let’s stop flying by memory and start working with structure.


 
 
 

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