Donation processing covers everything from receiving a gift notification to logging it, issuing a receipt, and updating campaign totals. Doing this by hand across separate systems creates delays, duplicate records, and slow donor acknowledgment.
An automated version captures each gift, matches the donor, generates the receipt, and updates reporting without manual entry. The result is faster donor communication and more reliable campaign tracking.
The full workflow, from trigger to completion.
A payment webhook fires the moment a donation clears.
The automation matches or creates the donor record and logs the gift automatically.
Gifts above the major-gift threshold trigger a notification to the Development Director.
The Receipt & Acknowledgment drafts the tax receipt and sends the thank-you email.
The Reconciliation & Reporting matches the gift deposit and updates the dashboard.
The completed receipt and gift record are filed automatically to the audit folder.
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A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
Other high-impact processes teams commonly map alongside this one.
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