Donation processing requires staff to manually match donors, enter transactions, verify amounts, generate receipts, and reconcile deposits. This repetitive work consumes significant time and introduces errors in donor records and tax compliance.
Automation captures donation notifications, matches or creates donor records, enters transactions into accounting software, generates compliant tax receipts, and sends them instantly. The result is faster processing, accurate donor data, and immediate receipt delivery.
The full workflow, from trigger to completion.
A donation is received via bank transfer,, or online platform. The automation platform detects the transaction and extracts donor name, amount, date, and payment method.
The automation searches the donor database for a matching record by name and email. If found, the record is retrieved. If not found, a new donor record is created automatically with the extracted details.
The donation is automatically recorded with the correct account code, fund designation, and date. The transaction is linked to the donor record.
A compliant tax receipt is generated automatically using the donor name, donation amount, date, and organisation tax ID. The receipt is formatted as a PDF.
The tax receipt is sent automatically to the donor email address. A copy is saved to the donor file.
The donor record is updated with the new donation amount, cumulative giving total, and donation date. Any fund designation or restriction notes are added.
A reconciliation record is created linking the donation to the bank deposit, ensuring month-end reconciliation is automated and traceable.
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.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required — it's free.