Skip to main content
Gratona
Log inBook a Demo
Back to Changelog
Fundraiser Assignment & Caseload Management

Fundraiser Assignment & Caseload Management

Create clear ownership of donor relationships by assigning donors and households to specific fundraisers or staff members, helping your team manage caseloads, filter donor lists, and improve follow-up across stewardship workflows.

Highlights

  • Assign donors and households to specific fundraisers or staff members
  • Manage fundraiser caseloads and filter donors by assigned owner
  • Improve follow-up, accountability, and continuity across donor stewardship