10 New HelpYouSponsor Features: June Product Update [Test link]
helpyousponsor
This Month’s Number: 5
Did you know the nonprofit donor base shrank for 5 consecutive years? Even as total charitable dollars grew, donor counts continued to decline, which means every relationship matters more than ever. For nonprofits, growth is not only about bringing donors in. It is about knowing who needs follow-up, who has not heard from you, and who may be drifting away.
Our biggest announcement this month: the new Stewardship Hub is here. This update brings fundraising, stewardship, and donor engagement into one central workspace, helping your team track donor activity, manage fundraiser assignments, monitor communication coverage, schedule reports, and see what needs attention next.
Here are the details of the features our team worked hard to bring you this past month.
The Stewardship Hub
Bring fundraising, stewardship, and donor engagement together in one place. The new Stewardship Hub gives your team a centralized workspace to monitor fundraising performance, donor movement, fundraiser caseloads, giving anniversaries, unacknowledged gifts, saved reports, and scheduled reporting. It helps your team see what needs attention, act faster, and build stronger donor relationships.
Donor Journey Automation
Automate your donor experience. Donor Journeys allows organizations to create workflows where actions happen automatically based on specific conditions or donor activity.
Event Management & Ticketing
Plan, manage, and grow event participation. Organizations can now create events, create tickets for attendees, check in participants, and collect giving connected to events.
Communication Coverage Tracking
Know who has not heard from you. The new Communications Coverage workspace helps teams identify donors and sponsors who have not received meaningful written communication. This makes it easier to track follow-up needs, improve sponsor communication, and export coverage reports.
Fundraiser Assignment & Caseload Management
Create clear ownership of donor relationships. Organizations can now assign donors and households to specific fundraisers or staff members. This helps teams manage caseloads, filter donors by assigned fundraiser, and improve follow-up across stewardship workflows.
Team Task Management
Manage organizational work in one place. The new Tasks feature allows teams to create tasks, assign them to admins, attach related donors or recipients, and view due tasks from the side menu.
Complete Donor Activity Timeline
Capture every donor touchpoint. You can now log calls, meetings, notes, and offline interactions directly within donor profiles. These interactions appear alongside emails, calendar events, and other donor activity, giving your team one complete donor relationship timeline.
Notification Preferences Center
Give users more control over notifications. Admins and donors can now choose which notification categories they want to receive. This helps reduce notification noise while keeping important updates visible.
Advanced Reporting & Scheduled Reports
Build, save, schedule, and deliver reports. The new Reports feature allows teams to create custom views and reports across modules such as donors and donations. Reports can also be scheduled for email delivery.
Guided Program Setup
Launch programs with more confidence. Admins now have a guided setup flow for creating programs, including program basics, settings, sponsorship or contribution model, forms, messaging, payment readiness, and launch checks.
Some Fixes & Minor Improvements
- Redesigned Programs Dashboard: Now opens with compact overview cards that show setup status, media, key counts, public links, embed actions, and attention items for incomplete setup.
- Performance Improvement in Search: Recipient search is now faster across the admin recipient page and the public recipients page, making it easier to find records quickly.
- Improved Donor Give Again Flow: The donor portal Give Again flow now loads correctly, allowing donors to give again without interruption.
- Recipient Activity Log Tab: Staff can now view recipient-related activity directly inside the recipient profile drawer without leaving the page.
- Improved Dashboard Readiness Layout: Dashboard readiness and executive snapshot sections now display better on medium desktop and tablet screens.
- Modernized Admin Sidebar: The admin sidebar now has a cleaner visual design, improved hover states, better mobile behavior, and easier navigation.
- Improved Admin Navigation: Navigation groups are now more compact, clearer, and easier to expand or collapse.
- Merge Tags in Letters: Users can now select available donor and system merge tags while creating mailing letters.
- Refund Combined Charges: Admins can now issue partial refunds for individual donations within a combined charge.
- Permission-Safe Program Funding Display: Program cards now protect sensitive fundraising totals based on user permissions.
- Web App Stability Fixes: Import, lint, and build stability improvements help make the web app more reliable.
What’s Next?
We’re continuing to improve how teams manage donor relationships, stewardship, reporting, communication, and automation inside HelpYouSponsor.
Upcoming areas of focus include:
- Expanded fundraising and stewardship tools
- More automation and workflow improvements
- Stronger reporting and scheduled report options
- Better communication tracking across donors and sponsors
“Serve one another humbly in love.”
Galatians 5:13
Thank you for being part of the HelpYouSponsor community. We are grateful to keep growing with you and supporting the work that makes a difference.
— The HelpYouSponsor Team