AskGenius

A powerful tool that helps you set personalized ask amounts for thousands of donors at a time.

AutomateGenius

Fundraising automations to delight your donors, streamline gift processing, and save time.

Catholic Social Media

A social media management platform exclusively for Catholic parishes and dioceses.

Stay informed with the latest nonprofit fundraising research and tips.

Our Diocesan Services

Prenger Solutions Group is proud to serve more than half of all dioceses in the United States.

Fundraising Consulting

Modernize your diocesan annual appeal with help from PSG’s fundraising, communications and technology experts.

Database Administration

We’ll get your donor database clean and organized. We can even manage it for you full-time.

Digital Communications

Our social media tools help dioceses and parishes thrive in this new, digital world.

Stay informed with the latest nonprofit fundraising research and tips.

Resources to help Catholic Parish and Diocesan Leaders.

Our Team

Our fundraising professionals, database experts and technology specialists.

Careers

Interested in joining our team? Learn more about how to apply.

Contact

Request more information, send us an email, or follow us on social media.

Stay informed with the latest nonprofit fundraising research and tips.

Webinars

Designed for today’s nonprofit, fundraising experts.

Fundraising Insights

Fundraising research, stories, and strategies to improve your fundraising expertise.

Downloads

Templates and Guides developed by our experts to help you achieve your fundraising potential.

Stay informed with the latest nonprofit fundraising research and tips.

Can Power Automate help me?

Can Power Automate help me?

Short answer: Yes, it absolutely can. Let me share how I discovered Power Automate and why it’s become an essential tool for the organizations I work with. 

My journey with Power Automate started in early 2021 during a Blackbaud Raiser’s Edge NXT Geek Out webinar. The session introduced me to a tool that was both powerful and accessible—perfect for someone like me who wanted to implement automation without diving deep into coding. Inspired, I signed up for the 101 Accelerator Course and got to work brainstorming ways it could address some of our team’s ongoing challenges.

For two months, I dedicated five hours a week to learning, experimenting, and collaborating. By the end, I’d created three workflows, each based on the gift notification flow available in the template showcase but customized to fit my organization’s specific needs. I also started building another flow entirely from scratch, an exciting step into more advanced functionality. 

The impact was immediate.

Two of the flows I created replaced manual processes, saving my colleagues about two hours a week. The third flow streamlined communications by notifying fundraisers about upcoming asks—a task I was able to automate instead of adding to my own to-do list. Encouraged by these successes, I turned my attention to creating automations that could make our data cleaner and make gift entry more efficient. 

Later that year, I joined Prenger Solutions Group as a Database Consultant. Now, I have the privilege of helping nonprofits unlock the full potential of Power Automate. Whether it’s building custom workflows, improving data quality, or finding new ways to engage donors, I’ve seen firsthand how automation can make a major difference. 

What Is Power Automate? 

Power Automate is a low-code/no-code solution that can handle all those repetitive tasks that make you groan. Here’s what it can do: 

  • Send gift notifications to the right staff in real time. 
  • Clean up your data so it’s always accurate and actionable. 
  • Simplify acknowledgment letters, tribute letters, and more. 

If you have tasks you’re constantly doing (or avoiding because they’re too time-consuming), trust me—Power Automate can take care of them for you. 

Why Power Automate Beats Raiser’s Edge NXT Workflows 

Raiser’s Edge NXT Workflows is a helpful starter tool, but it’s limited to only adding actions or sending emails. Power Automate, on the other hand, is like a Swiss Army knife—it can handle everything from data updates to custom notifications with precision and ease. 

AutomateGenius: Our Secret Weapon 

At PSG, we’ve developed AutomateGenius to help nonprofits streamline their processes. Here are just a few ways we can help: 

  1. Notification Flows

Tired of missed opportunities? We’ve built workflows to ensure your team is always in the know. Check out our Upcoming Opportunity Notification template for a sneak peek. 

  1. Data Clean-Up Flows

Let’s be honest, cleaning up data manually is a drag. For example, we helped Nationwide Children’s Hospital increase their review of deceased records to over 2,000 records a month—up from just 700—with automation that does the heavy lifting.  

  1. Acknowledgment Letters

Here’s a game-changer: what used to take hours now takes just 15–30 minutes. These workflows handle everything from attaching acknowledgment letters to gift records to automatically emailing donors. It’s like having an assistant who never calls in sick. 

Resources to Get You Started 

Blackbaud University (BBU) 

Blackbaud offers great training materials to help you get started with Power Automate. Whether you’re a beginner or ready to dive deeper, their BBU training documentation has you covered. 

Template Showcase 

Want inspiration? Blackbaud’s Template Showcase is packed with examples that can jump-start your automation journey. I recommend starting with notification templates like the Constituent Duplicate Finder to see what’s possible. 

From PSG 

  • Cleaning Your Donor Database
    This guide walks you through best practices and automation techniques for keeping your donor data accurate, actionable, and consistent. 

From the Blackbaud Community 

  • Power Automate – Where Do I Start?
    New to Power Automate? This community post breaks down the basics and offers practical tips for getting started, including tools and templates you can try today. 
  • #bbdevdays Presentations
    A treasure trove of advanced tips and tricks, these sessions from Blackbaud Developers’ Conference dive deep into building and optimizing Power Automate workflows. 

Power Automate isn’t just an option—it’s THE solution. If you’re ready to save time, enhance engagement, and focus on the work that truly matters, let’s talk. Contact PSG today and discover how AutomateGenius can help your organization achieve its goals. 

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