Donation and Fundraising AutomationPurpose
1.2. Streamlines manual outreach by automating the identification, notification, and follow-up of eligible donors for corporate gift matching.
1.3. Ensures no missed opportunities by automatedly tracking, submitting, and managing employer match forms.
1.4. Integrates and automates communication with donors, HR departments, and corporate match platforms to maximize fundraising impact and efficiency.
Trigger Conditions
2.2. Donation amount exceeds minimum threshold for corporate matching programs.
2.3. Donor email domain matches a known participating employer.
2.4. Direct donor indication of employer with gift matching policy.
2.5. Scheduled batch scans of existing donations for match eligibility.
Platform Variants
• Feature/Setting: Automation Builder to trigger flow on new donation record; configure Einstein Bots for automated donor outreach.
3.2. Blackbaud CRM
• Feature/Setting: Automate gift matching eligibility checks using Workflow Designer and custom APIs.
3.3. Microsoft Power Automate
• Feature/Setting: Automated flow integrating SharePoint donation lists and sending matching alerts via Teams/Outlook.
3.4. Google Sheets + Apps Script
• Feature/Setting: Scripted automation for tracking donations and emailing matching instructions to donors.
3.5. Mailchimp
• Feature/Setting: Automator to send personalized campaigns to donors eligible for gift matching with automatable triggers.
3.6. HubSpot
• Feature/Setting: Automated workflow to segment, alert, and email qualifying donors; auto-log interactions in the CRM.
3.7. GiveGab
• Feature/Setting: Automated donor journey builder for matching requests, with in-platform email triggering on eligible gifts.
3.8. Fundraise Up
• Feature/Setting: Automates match identification and donor prompts with customizable API calls.
3.9. Double the Donation
• Feature/Setting: API integration to automate employer lookup and form fill for matching; automated follow-ups on incomplete matches.
3.10. Zapier
• Feature/Setting: Automated workflows between donation platforms and HR match portals; automates email sequences.
3.11. Bloomerang
• Feature/Setting: Workflow automation module to alert staff and auto-generate matching paperwork.
3.12. Classy
• Feature/Setting: Automated email follow-up triggered by eligible donations; API endpoint for match status updates.
3.13. Donorbox
• Feature/Setting: Automated matching gift prompts during the donation process; custom scripts for follow-up.
3.14. AirTable
• Feature/Setting: Automated matching fields and automated notifications using AirTable Automation for eligible donations.
3.15. Slack
• Feature/Setting: Automated Slackbot notification to fundraising team when a match-eligible donation is detected.
3.16. Jotform
• Feature/Setting: Automated form logic to prompt for employer details and send customized matching requests via integration.
3.17. Mailgun
• Feature/Setting: API-driven automated transactional emails for match requests and reminders.
3.18. Twilio
• Feature/Setting: Automated SMS notifications to donors about the matching process and deadlines via programmable SMS API.
3.19. Workato
• Feature/Setting: Automates multi-platform data flows, triggers gift match requests, and notifies teams.
3.20. Okta
• Feature/Setting: Automated donor authentication and single sign-on for secure access to matching portals; triggers for completed match actions.
3.21. G Suite
• Feature/Setting: Automated Google Workspace scripting to track matches and send calendar invites for follow-up.
3.22. Monday.com
• Feature/Setting: Workflow automator for tracking match status and sending automated reminders to stakeholders.
3.23. Segment
• Feature/Setting: Automatedly segments donors based on match eligibility and triggers automated outreach workflows.
Benefits
4.2. Reduces manual workload and errors through full automator logic.
4.3. Accelerates donor engagement and improves completion rates of gift matches automatedly.
4.4. Enriches donor data, making future automatable fundraising smarter.
4.5. Ensures efficiency and compliance with rapidly changing corporate giving programs via automation.