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Birthday Moments

Turn birthdays into useful, human moments for recipients, donors, sponsors, and staff.

What could be possible

  • Upcoming birthday views for staff across recipients and donors.

  • Contextual tasks, reminders, cards, greetings, and gift opportunities.

  • Optional public birthday highlights on eligible recipient pages.

  • Birthday filters and reports without requiring one fixed field name.

  • Reusable automation triggers that respect communication preferences and exclusions.

Organization controls

Each organization should control the mapped birthday field, timing, audience, channels, approval rules, public treatment, and record-level exceptions.

The broader idea

Birthdays could become the first reusable calendar-moment foundation, opening the door to anniversaries, milestones, graduations, and other meaningful dates.

Help shape it

Which birthday moment would be most valuable for your organization: staff follow-up, sponsor engagement, donor stewardship, public celebration, or something else?

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