Donation processing requires staff to manually receive, verify, log, and receipt each gift across multiple systems. This fragmented workflow creates delays, duplicate records, and errors that frustrate donors and complicate tax reporting.
Automation captures donations from all sources, validates donor records, logs transactions instantly, and generates compliant tax receipts without manual intervention. Donors receive receipts immediately, and the team reclaims hours each month for mission-critical work.
The full workflow, from trigger to completion.
A donation is submitted, online form, or email notification. The automation platform captures the donor name, amount, date, and payment method automatically.
The automation checks for an existing donor record. If found, the record is updated with the new gift. If not found, a new donor record is created with contact details.
The donation is automatically posted as a revenue transaction, with the correct account coding applied based on donation type or fund designation.
A tax receipt is generated from a template using the donor name, amount, date, and a unique receipt number. The receipt is formatted as a PDF and stored in the archive.
The receipt PDF is automatically sent to the donor's email address with a personalized thank-you message and tax deductibility statement.
The donor record is updated with the gift amount, receipt status, and lifetime giving total. A timestamp confirms the receipt was sent.
The receipt, donation confirmation, and metadata are automatically archived to a secure folder with a consistent naming convention for audit and compliance.
No credit card, no commitment. Map your process and walk away with a full build plan.
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.
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