Momentum helps you stay personal at scale—supporting multiple forms of donor outreach, all from one place. Whether you’re sending an email, writing a thank-you card, or preparing for a donor call, Momentum makes it easy to draft, personalize, send (when possible), and log every touchpoint to your CRM.
Email (Integrated Send & Log)
Momentum connects directly with your email and CRM, so you can:
- Send emails straight from the platform
- Automatically log them back to the donor’s CRM record
- Use AI to generate drafts personalized by giving history, tone, and past interactions
Great for: Thank-yous, appeals, updates, meeting follow-ups
Saves time: No copy/pasting, no double logging—just draft, personalize, and send
Postal Letter
Use Momentum’s AI Writer to create polished, personalized letter drafts. Once finalized:
- Print and send outside the platform
- Log the outreach to the CRM with just one click
Great for: Major donor stewardship, formal updates, campaign appeals
Pro tip: Use mail merge templates to speed up drafting for multiple donors
Handwritten Card
Make it feel personal—without starting from scratch. Momentum can:
- Generate handwritten-style card text that sounds warm, human, and aligned with your voice
- Log the action once the card is sent
Great for: First-time gifts, event follow-ups, birthdays, giving anniversaries
Fundraiser-powered: You write and send the card—Momentum handles the prep and tracking
Call Talking Points
Momentum helps you prep fast for meaningful conversations:
- AI-generated talking points based on donor history and past interactions
- Log the call and add follow-up tasks directly from the Inbox
Great for: LYBUNT check-ins, major donor updates, relationship-building calls
Stay focused: Talking points are brief, relevant, and donor-specific