Recurring gift programs require fundraisers to manually capture pledge details, request payment information, and reconcile donations across multiple systems. Manual entry creates duplicate records, delays confirmations, and leaves discrepancies between pledges and actual payments.
Automation extracts pledge data from all submission channels, securely collects payment details, and syncs donor records in real time. Confirmations send immediately, payments process reliably, and reconciliation happens automatically.
The full workflow, from trigger to completion.
A donor submits a recurring gift pledge via email, web form, or phone intake. The trigger captures the donor name, email, gift amount, and desired frequency.
The automation parses the pledge submission, extracts structured data (name, email, amount, frequency), and flags any missing or invalid information for review.
The validated donor data is automatically created or updated as a new contact with pledge details and status set to pending payment setup.
An automated email is sent to the donor with a secure payment setup link (hosted or a payment form). The donor enters their payment method directly.
The system checks whether the donor has completed the payment setup link within 48 hours. If yes, proceed to activate the recurring gift. If no, send a reminder.
Once payment details are confirmed, automatically creates a recurring subscription for the donor at the specified frequency and amount.
An automated confirmation email is sent to the donor with pledge details and first payment date. A summary is posted to notify the fundraising team.
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