Donor & Donation Management

Donor & Donation Management

Sync donation data with accounting and CRM systems

admiJuly 7, 20251 min read

Donor & Donation Management

Tag and categorize donors based on giving frequency and amount

admiJuly 7, 20251 min read

Donor & Donation Management

Update donor database with each new donation entry

admiJuly 7, 20251 min read

Donor & Donation Management

Schedule and send automatic donation reminders to pledged donors

admiJuly 7, 20251 min read

Donor & Donation Management

Segment donors for targeted fundraising campaigns

admiJuly 7, 20251 min read

Donor & Donation Management

Generate monthly or quarterly donation reports and send to leadership

admiJuly 7, 20251 min read

Donor & Donation Management

Notify staff of large or recurring donations in real-time

admiJuly 7, 20251 min read

Donor & Donation Management

Automatically send personalized thank-you emails to donors after receiving a donation

admiJuly 7, 20251 min read

Donor & Donation Management

Generate and send end-of-year giving statements for tax purposes

admiJuly 7, 20251 min read

Donor & Donation Management

Automate recurring donation processing and notifications

admiJuly 7, 20251 min read