Donation and Fundraising AutomationPurpose
1.2. Consolidate online and offline donations into a unified dashboard for transparent reporting, automated reconciliation, and compliance.
1.3. Automatedly synchronize donor information, fundraising milestones, and goal progress with accounting, CRM, and marketing systems for data integrity and actionable insights.
1.4. Enable automated periodic and ad hoc reporting to donors, management, and boards through dynamic automator-generated emails, dashboards, or SMS alerts.
Trigger Conditions
2.2. When fundraising milestones are achieved or goals exceeded/underperformed.
2.3. Scheduled automation for recurring reporting (daily, weekly, monthly).
2.4. Manual data corrections or bulk donations added in the CRM or accounts system.
2.5. Automated trigger on donor update, pledge fulfillment, or event completion.
Platform Variants
• API: Opportunity/Donation object events – automate update workflows; configure triggers for new/updated records.
3.2. Microsoft Power Automate
• Function: Scheduled cloud flow for report distribution and summary aggregation from fundraising databases.
3.3. Google Sheets API
• Setting: Automated syncing and updating of goal vs. actual spreadsheets upon donation entry using Sheets API.
3.4. Stripe
• Webhook: Automated triggers when new payments/donations are completed; automate record push to fundraising database.
3.5. PayPal
• IPN (Instant Payment Notification): Automatedly capture incoming donations and automate reporting entry.
3.6. GiveWP
• Feature: Enable Donation Form Completed automation to connect with analytics or report systems.
3.7. Blackbaud Raiser's Edge
• API: Use Web Services API to automate data extraction of donations and push updates to tracking tools.
3.8. Mailchimp
• Function: Transactional API automates dispatch of fundraising reports and campaign update emails.
3.9. Slack
• Incoming Webhooks: Automated posting of goal progress in team channels; automate alert configuration.
3.10. Zapier
• Integration: Automates multi-app workflow linking donation sources, goal tracking, and notification delivery.
3.11. HubSpot
• Workflow Automation: Automate updates in deal stages for donations and automate reporting triggers.
3.12. Airtable
• Automations: Automatically update fundraising tables when donations sync via API/webhook.
3.13. QuickBooks Online
• API: Automate donation transactions import to financial tracking for reconciliation with fundraising goals.
3.14. Trello
• Automation: Card updates or movement based on automated fundraising status changes.
3.15. monday.com
• Automations: Board columns update when fund milestones are reached; configure automated notifications.
3.16. Pipedrive
• Workflow Automation: Automatically move deals/donations in the pipeline to "won" upon funds received.
3.17. Tableau
• Data Refresh: Schedule automated data pulls from fundraising systems for live dashboards.
3.18. Xero
• API: Automate new transaction entries for reporting on donation income vs. targets.
3.19. Google Data Studio
• Data Connector: Scheduled automated updates from donation sources, visualize goal attainment.
3.20. Segment
• Event Tracking: Automatedly push structured fundraising events for cross-channel reporting and orchestration.
3.21. Asana
• Rule-based automations: Task updates or reporting milestones reached; automate summary tasks.
Benefits
4.2. Automated reporting provides real-time progress and enhances transparency for stakeholders.
4.3. Automation unifies diverse data sources, ensuring comprehensive goal-tracking.
4.4. Automated alerts and dashboards minimize oversight and drive team accountability.
4.5. Automating outreach and report delivery improves donor engagement and satisfaction.