Fundraising, Payments, and Financial Processes

Fundraising, Payments, and Financial Processes

Tax document distribution to donors/members

admiJuly 7, 20251 min read

Fundraising, Payments, and Financial Processes

Financial data sync with accounting tools

admiJuly 7, 20251 min read

Fundraising, Payments, and Financial Processes

Membership fee collection and reconciliation

admiJuly 7, 20251 min read

Fundraising, Payments, and Financial Processes

Recurring payment setup and management

admiJuly 7, 20251 min read

Fundraising, Payments, and Financial Processes

Scheduled reports for fundraising campaigns

admiJuly 7, 20251 min read

Fundraising, Payments, and Financial Processes

Automatic acknowledgment of major donors

admiJuly 7, 20251 min read

Fundraising, Payments, and Financial Processes

Automatic grant deadline/notices and reminders

admiJuly 7, 20251 min read

Fundraising, Payments, and Financial Processes

Donation and pledge reminders

admiJuly 7, 20251 min read

Fundraising, Payments, and Financial Processes

Expense approval and reimbursement workflows

admiJuly 7, 20251 min read

Fundraising, Payments, and Financial Processes

Automated donation receipt and thank you messages

admiJuly 7, 20251 min read