Membership and giving management involves matching payments to donor records, updating membership status, and reporting on gift activity across separate systems.
An automated version reconciles payments, updates donor and membership records, flags lapsed accounts, and sends acknowledgements without manual entry. The result is faster donor communication, more accurate records, and a giving report that assembles itself on schedule.
The full workflow, from trigger to completion.
A new gift or membership payment posts and starts the workflow automatically.
The reconciliation matches the payment to its expected deposit and posts the reconciled entry.
The donor records finds or creates the contact and updates the membership tier and expiry date.
If the record was previously lapsed, a task is created for the coordinator to make a personal renewal call.
The gift is logged automatically for year-end tax receipt purposes.
A personalized receipt email goes out to the donor the same day the gift is processed.
The insights compiles gift totals, renewals, and lapsed counts into a formatted report.
The finished report is emailed to leadership automatically every week without manual building.
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