Honor Every Gift.
Automate the Receipts.
Stop drowning in year-end tax statements and missing donor acknowledgments. Hire a managed Virtual Assistant to process donations, issue compliant tax receipts, and send personalized thank-yous within 24 hours.
We Operate Seamlessly Inside Your Giving Stack
Donor Relations. Managed.
A late receipt tells a donor you don't value their gift. Our VAs act as your dedicated stewardship back-office, ensuring pristine records and rapid, heartfelt communication.
Tax Receipt Generation
Processing individual donations, matching them to campaigns, generating official IRS/CRA compliant PDF receipts, and emailing them to donors securely.
Personalized Acknowledgments
Writing and sending immediate, customized "Thank You" emails. We note if they are first-time donors or major givers to ensure the tone hits perfectly.
Year-End Giving Statements
The January nightmare, solved. We consolidate annual giving histories for every donor, format the statements, and dispatch them flawlessly before tax deadlines.
Database Hygiene
Merging duplicate donor records, updating mailing addresses from returned mail, and ensuring your CRM data is pristine for your next major appeal.
Pledge & Recurring Tracking
Monitoring failed monthly credit card payments and sending polite follow-ups to recover lost recurring revenue without burning the relationship.
Audit Preparation Prep
Reconciling the donor database reports against your accounting software (QuickBooks) to ensure your finance committee has perfectly matching records.
The Stewardship Pipeline
A highly secure, managed process to turn administrative backlog into donor delight.
System & Security Intake
Provide restricted access to your CRM (e.g., DonorPerfect). We sign strict NDAs to protect your donors' PII (Personally Identifiable Information).
SOP & Template Calibration
Your dedicated Project Manager audits your current receipt process, establishes the legal formatting rules, and approves the "Thank You" templates.
Daily Execution
The VA monitors the inbox/CRM daily, logging gifts and dispatching receipts. The PM spot-checks the records to ensure 100% data integrity.
Pay Only For Processing
Keep your overhead low and direct funds to the mission. We log and charge exclusively for the VA's active data-entry time. PM oversight is free.
Maximize Funds for the Mission
Why smart Non-Profits avoid expensive temp agencies and unmanaged freelancers.
Stewardship Pricing
Stop paying executive salaries for data entry. Invest in donor relationships.
Part-Time Admin
20 Hours / Week
Est. $560 USD / Month (4 Wks)
- Pay only for pure working hours
- Dedicated Project Manager Included
- Free QA & receipt auditing
- Zero setup or onboarding fees
Full-Time Specialist
40 Hours / Week
Est. $960 USD / Month (4 Wks)
- Pay only for pure working hours
- Dedicated Project Manager Included
- Free QA & receipt auditing
- No monthly membership charges
Charity Administration FAQ
In Phase 2, we establish the template rules based on your organization's legal requirements (e.g., ensuring the exact phrase "No goods or services were provided..." is present for 501(c)(3) receipts). The VA strictly executes against these legally compliant templates; they do not provide tax advice.
Security is paramount. All Sagedoer team members operate under strict corporate NDAs. We recommend giving the VA restricted "Data Entry" access within your CRM (so they cannot export massive lists) and utilizing secure tools like LastPass to share portal logins safely.
Absolutely! We know year-end giving and January tax season are your busiest times. Because we don't lock you into rigid long-term contracts, you can easily scale up from 20 to 40 hours a week during Q4, and drop back down in the spring.
That is the value of the Sagedoer Managed Service. Your Project Manager acts as a Quality Assurance layer, randomly spot-checking the VA's output against the raw donor data to catch and correct typos *before* the receipt is sent to the donor.
Focus on the Mission.
Stop losing hours to manual database entry. Let our managed experts handle your donor receipts and administration today.