Donation and Fund ManagementPurpose
1.2. Comply with legal and financial reporting for charitable contributions.
1.3. Automate gratitude communication to reinforce donor relationships and increase retention.
1.4. Reduce administrative workload on abbey staff and minimize human error in acknowledgments.
Trigger Conditions
2.2. Successful payment status or completed transaction is recorded in CRM, donation form, or payment gateway.
2.3. Donor email address is present and valid.
2.4. Optional: recurring donation schedule reaches next payment date.
Platform Variants
3.1. Salesforce Nonprofit Cloud
• Function: Process Builder/Flow — configure rule on new Opportunity with Type=Donation to trigger email template.
3.2. Microsoft Power Automate (Dynamics 365)
• Flow: "When a record is created" (Donation Entity) → "Send Email (V2)" action.
3.3. Stripe
• Webhook: Listen for "payment_intent.succeeded" → call Sendgrid/Mailgun API to send receipt.
3.4. PayPal
• IPN (Instant Payment Notification): on successful payment, call email API (e.g., Gmail, Outlook).
3.5. Kindful
• Triggers: Automated Thank You Emails — configure custom email templates for each donation type.
3.6. Blackbaud Raiser's Edge NXT
• Workflow: Respond to new gift entries, trigger acknowledgment letters using acknowledgment email batch.
3.7. Bloomerang
• Automation: Create acknowledgment email workflow and map to donation transaction entry.
3.8. Donorbox
• Notification Settings: Enable Auto Thank You Email, customize template for donor.
3.9. GiveWP
• Email Notifications: Configure on new donation completed event; use merge tags for donor and amount.
3.10. Mailchimp
• API: Add new donor to audience, trigger transaction-based automated thank you email.
3.11. Constant Contact
• Integration: Register webhook on donation event, trigger Autoresponder with custom email.
3.12. SendGrid
• Event: Donation Received API call → Send Transactional Template using Dynamic Data.
3.13. Mailgun
• API: /messages endpoint with dynamic email body (donor name, amount, date).
3.14. Gmail API
• Endpoint: users.messages.send, using dynamically generated content from donation event.
3.15. Outlook Graph API
• Endpoint: /me/sendMail — automate structured acknowledgment using donation event data.
3.16. Zapier
• Zap Trigger: New donation in app; Action: Send email via SMTP or connected email tool.
3.17. HubSpot CRM
• Workflow: "Donation received" contact property triggers marketing email workflow.
3.18. QuickBooks Online
• API: New sales receipt triggers email via connected third-party mail app.
3.19. FreshBooks
• Notification: Automatically send invoice/receipt email on payment received event.
3.20. Pabbly Connect
• Automation: Trigger on new donation row; Action: Email module with personalized message.
3.21. Google Sheets + Apps Script
• Script: onEdit (append row with new donation) triggers sendEmail function using row data.
3.22. CiviCRM
• Schedule: Contribution completion triggers thank you email template from Mailing module.
3.23. AirTable Automations
• Trigger: new record in Donations table; Action: send email via Gmail/Outlook integration.
3.24. ActiveCampaign
• Automation: Tag added ("Donor") triggers predefined acknowledgment message.
3.25. Klaviyo
• Flow: Payment Event API triggers transactional email flow for receipt and thanks.
Benefits
4.2. Ensures regulatory compliance for donation receipts.
4.3. Minimizes staff workload and reduces manual errors.
4.4. Consistent messaging reinforces abbey’s relationship with supporters.
4.5. Scalable solution that accommodates high donation volume with minimal overhead.