Donation & Financial ManagementPurpose
1.2. Ensure tax-compliant documentation for each contribution made to the Apostolic Church.
1.3. Provide timely, personalized, and error-free acknowledgment to promote transparency and donor trust.
1.4. Streamline workflow for finance or administration teams and reduce manual data entry.
1.5. Keep accurate financial records and fulfill legal obligations for charitable donations.
Trigger Conditions
2.2. Batch upload of offline donations in accounting software.
2.3. End-of-month/quarter/year donation summary requests.
2.4. Manual admin input in case of correction or special donor requests.
Platform Variants
3.1. Salesforce Nonprofit Success Pack
• Feature/Setting: Process Builder or Flow; triggers on “Donation/Opportunity created”.
• Sample Configuration: Start Flow when a new donation record saves, populate receipt template with donor and donation details, send via integrated email action.
3.2. Microsoft Power Automate + Dynamics 365
• Feature/Setting: Automated Flow triggered by “Donation record created”.
• Sample Configuration: On new donation, pull donor info, generate receipt PDF, email via Outlook 365 connector.
3.3. QuickBooks Online
• Feature/Setting: Webhooks/API for “New Payment received”.
• Sample Configuration: On new payment, call API to trigger receipt email template with transaction ID.
3.4. Stripe
• Feature/Setting: Stripe Webhooks on ‘payment_intent.succeeded’.
• Sample Configuration: Webhook triggers app to generate and email receipt using Stripe Email Receipts API.
3.5. PayPal
• Feature/Setting: IPN/Webhook on ‘Payment Received’.
• Sample Configuration: Detect donation, fetch donor details, trigger acknowledgment email with PayPal’s REST API transaction details.
3.6. Mailchimp
• Feature/Setting: Automated email campaign triggered by ‘Tag: New Donor’.
• Sample Configuration: Tag added via integration, use dynamic content for receipt template.
3.7. Constant Contact
• Feature/Setting: Email automation workflow triggered by “Donation List Update”.
• Sample Configuration: Segment donor, trigger template with donation details.
3.8. Zapier
• Feature/Setting: Zap triggers on "New Spreadsheet Row" or "New CRM Entry".
• Sample Configuration: Connect donor record, fill email receipt template, send via Gmail/Outlook module.
3.9. Google Apps Script
• Feature/Setting: Script triggered by new row in Google Sheets.
• Sample Configuration: On donation entry, auto-generate and send formatted email receipt.
3.10. SendGrid
• Feature/Setting: Transactional email API.
• Sample Configuration: API call with dynamic fields (donor, amount, date), template auto-sends receipt.
3.11. Twilio SendGrid
• Feature/Setting: Email Automation with Templates and Dynamic Data.
• Sample Configuration: API event on donation, merge donor data, auto-send receipt.
3.12. HubSpot CRM
• Feature/Setting: Workflow Automation on “Deal/Donation Won”.
• Sample Configuration: Trigger workflow, use personalized email template, send from user alias.
3.13. Blackbaud Raiser's Edge NXT
• Feature/Setting: Gift acknowledgement workflow using SKY API.
• Sample Configuration: When donation entered, automate email letter or PDF attachment to donor email.
3.14. Church Community Builder
• Feature/Setting: Automated Communication Trigger on “New Transaction”.
• Sample Configuration: On donation import, send preset acknowledgment template.
3.15. Planning Center Giving
• Feature/Setting: Workflows and Automation “Gift Received”.
• Sample Configuration: On transaction, workflow populates and sends email acknowledgment.
3.16. Donorbox
• Feature/Setting: Auto-acknowledgment email with merge fields.
• Sample Configuration: Customizable email template sent when donation is processed.
3.17. Submittable
• Feature/Setting: Submission workflows and notification emails.
• Sample Configuration: On new funding received, trigger template with detailed donor data.
3.18. Xero
• Feature/Setting: Webhook/API on receipt of new Payment.
• Sample Configuration: On payment, integrate with email API to send receipt using invoice reference.
3.19. FreshBooks
• Feature/Setting: Automated Invoice & Payment Receipt emails.
• Sample Configuration: Automatically send customized receipt with every payment entry.
3.20. DocuSign
• Feature/Setting: Envelope Sent event.
• Sample Configuration: When donation agreement completed, trigger thank you/receipt email with signed attachment.
3.21. Pabbly Connect
• Feature/Setting: Workflow automation on “New Sale/Payment”.
• Sample Configuration: When payment event occurs, map donor info, automatically generate and send email receipt.
3.22. Airtable
• Feature/Setting: Automation with “When record created/updated”.
• Sample Configuration: New donation row triggers receipt via integrated email app.
3.23. Jotform
• Feature/Setting: Auto-responder Email after completion of “Donation Form”.
• Sample Configuration: Configure auto-responder with merged donor/amount/date fields.
3.24. Keap (Infusionsoft)
• Feature/Setting: Campaign Builder triggered by donation form/record.
• Sample Configuration: Create sequence for donation entry, auto-email receipt with personalized note.
3.25. Slack
• Feature/Setting: Custom integration/bot for notification—optional for admin alerts.
• Sample Configuration: New donation triggers receipt log confirmation in #donations channel.
Benefits
4.2. Minimizes manual workload and human error in donor communication.
4.3. Enhances donor satisfaction and encourages ongoing support with timely gratitude.
4.4. Centralizes audit trail for all donations and corresponding receipts.
4.5. Increases financial transparency and professionalism for Apostolic church operations.
4.6. Enables rapid scaling of donation operations without increased admin staff.