Recurring gift onboarding requires staff to manually capture donor information, create payment links, send confirmations, and reconcile monthly transactions across multiple tools.
Automation captures recurring gift requests from email or web forms, validates donor data, generates payment links instantly, sends personalized confirmations, and reconciles monthly payments automatically.
The full workflow, from trigger to completion.
Donor fills out a form on the charity website or sends an email expressing interest in a recurring monthly gift. The trigger captures their name, email, phone, and desired gift amount.
The automation checks if the donor already exists in the database. If new, it standardizes their contact information and flags any missing fields for manual review.
The automation creates a recurring payment link for the donor's chosen amount and frequency, with the charity's branding and a clear confirmation step.
An automated email is sent to the donor with the payment link, a brief explanation of the recurring gift program, and a call to action to complete their setup.
Once the donor completes payment setup, the automation logs their recurring gift details (name, email, amount, frequency, start date) into the master donor spreadsheet.
An automated email confirms the recurring gift setup and provides a receipt for the donor's records.
A message alerts the fundraising team that a new recurring donor has been successfully onboarded, so they can follow up with a personal thank you if desired.
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