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Personal touch, automated

Never miss a birthday.
Never lift a finger.

Student birthdays, staff anniversaries, donor milestones, upcoming simchas — the personal touches that make families feel known, sent automatically on exactly the right day.

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Live in 3 days25 tools replacedComplete plan free* when you process with usNo tech skills neededFree data migration

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Twenty-five logins. Twenty-five bills.
Twenty-five places your data lives.
Or one.

53Purpose-built capabilities,
one login
25Disconnected vendors
replaced
$0Software cost over
$1M card volume
8Institution types,
each pre-configured

The problem

Sound familiar?

01

The personal touch doesn't scale

You'd love to wish every student a happy birthday and every teacher a happy anniversary — but with 300 families, nobody can track it manually.

02

Donors feel like transactions

A supporter gives for ten years and never hears from you except when you're asking. Relationships wither on pure fundraising contact.

03

Milestones slip by unmarked

The bar mitzvah coming up, the teacher's tenth year, the family's youngest starting school — moments for connection, missed in the shuffle.

What 613OS does

Built to make this disappear

Automatic birthday wishes

Every student's birthday triggers a warm message to the family — personalized with the child's name, from the school, on the day.

Staff appreciation dates

Work anniversaries and staff birthdays flagged to leadership with a suggested note — small gestures that keep great people.

Donor milestone touches

Giving anniversaries and cumulative milestones ('5 years of partnership') acknowledged automatically — cultivation between the asks.

Upcoming simcha awareness

Key family dates on record surface to your office in advance — so the school says mazel tov before the kiddush, not after.

Fully customizable messages

Every message template in your school's voice — warm, appropriate, and editable — with your branding.

Set once, runs forever

Dates captured at enrollment power years of automatic personal touches with zero ongoing effort.

365

days a year your school remembers — automatically

Works together with

Related features

Office Automations → Communications → Donor CRM →

✦  Quick answer

What is birthday and anniversary reminders?

Birthday and anniversary reminders automatically surface student birthdays, staff milestones, and yahrzeits so the school never misses a personal moment — with optional automated greetings to families. Small touches, systematized: the warmth stays personal while the remembering becomes reliable.

Questions

Frequently asked questions

What kinds of dates can be tracked?

Student and staff birthdays, Hebrew birthdays, work anniversaries, and yahrzeits — each surfacing to the right person at the right time, with the Hebrew calendar handled correctly.

Can greetings send automatically?

Yes, where you want them to. A warm birthday message to the family can send automatically in the school's voice, or the date can simply surface for a personal call — automation where it helps, humanity where it matters.

Why do Hebrew dates matter here?

Because a yahrzeit or Hebrew birthday tracked on the civil calendar drifts every year. 613OS tracks Hebrew dates natively, so the reminder lands on the actual day — a detail our community notices.

Does this connect to fundraising?

Thoughtfully, yes. Development teams use milestone touchpoints — a birthday greeting, a yahrzeit acknowledgment — as genuine relationship moments, and every touch logs to the record so outreach stays warm rather than transactional.

See birthday & milestone reminders in action

Book a 30-minute demo and we'll show you exactly how this would run at your school.

Request a demo