Donation processing requires staff to manually check multiple payment sources, verify donor information, and create receipts for each gift. This repetitive work consumes significant time and introduces data entry errors that damage donor records and compliance.
Automation captures donations from all sources, validates and deduplicates donor data, generates tax receipts instantly, and reconciles payments automatically. Staff focus on donor relationships instead of data entry.
The full workflow, from trigger to completion.
A new donation is submitted form, email, or payment link. The automation is triggered immediately.
The automation platform captures donor name, email, amount, date, and payment method from the source. Data is normalized and validated.
The Donation Processor queries to determine if the donor already exists. If found, the automation retrieves the donor ID and history.
The automation adds a new row for new donors or updates the existing record with the latest donation date and cumulative total.
The automation creates a deposit transaction, assigning the correct fund code and linking it to the donor record.
The Receipt Generator creates a PDF tax receipt with the donor name, amount, date, and organization tax ID, using a compliant template.
The automation sends the receipt PDF and a personalized thank-you message to the donor, logging the send timestamp.
The automation records the receipt send date and donor status for compliance and engagement tracking.
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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