Gift aid or tax receipt automation for eligible donors

Purpose

1.1. Automate recognition, notification, and documentation of eligible donations for Gift Aid or tax receipts, aligning with regulatory and donor requirements in Apostolic churches.
1.2. Ensure compliant financial records, easy document delivery to donors, and reduced manual work for church finance teams.
1.3. Enable annual or event-based issuance of tax receipts, secure data handling, GDPR or equivalent legal compliance, and transparent donor communication.

Trigger Conditions

2.1. Donation recorded from eligible donor in financial system.
2.2. Donor marked as tax/Gift Aid eligible by registration status or self-certification.
2.3. End of financial year or upon individual donor request.
2.4. New donor sign-up with tax eligibility information.
2.5. Receipt confirmation or non-receipt follow-up required by governing policies.

Platform Variants

3.1. Salesforce Nonprofit Success Pack
• Feature/Setting: Flow builder and Process Builder for Gift Aid flag, record trigger, and email template dispatch.
3.2. Microsoft Power Automate
• Feature/Setting: Scheduled flow to scan eligible donations, populate certificates, and email PDF receipt using Office 365 connectors.
3.3. Google Workspace (Apps Script)
• Feature/Setting: Apps Script to extract donor info from Sheets, generate receipts in Docs, and auto-email using Gmail API.
3.4. Zapier
• Feature/Setting: Multi-step Zap; trigger on new row in Google Sheet, filter for tax eligibility, auto-generate receipt via PDF.co, and email via Gmail action.
3.5. HubSpot CRM
• Feature/Setting: Workflow automation; tag donor as eligible, trigger sequence to send PDF receipt with HubSpot email API.
3.6. Xero
• Feature/Setting: Custom workflow on payment received; use Xero’s API to fetch details and email receipt via connected mail service.
3.7. QuickBooks Online
• Feature/Setting: Use automated receipt rules with QuickBooks API, send PDF receipt using email template.
3.8. Blackbaud Church Management
• Feature/Setting: Scheduled Gift Aid claim report workflow, with auto-generate and distribute receipts to eligible donors.
3.9. Planning Center Giving
• Feature/Setting: Integration with webhook for new eligible gift, auto-generate receipt template, email via Mailgun API.
3.10. Stripe
• Feature/Setting: Configure webhook for charges from eligible donors, push details to automated receipt generator and Mailjet for delivery.
3.11. Donorbox
• Feature/Setting: Zapier integration; new eligible donation triggers template-based PDF generation and automatic email.
3.12. Mailchimp
• Feature/Setting: Automated campaign sending receipts based on eligible tag; connect to data source via API.
3.13. Twilio SendGrid
• Feature/Setting: Trigger transactional email API to deliver tax receipts when marked eligible in database.
3.14. AWS Lambda
• Feature/Setting: Lambda function listens to event stream; when criteria met, generates PDF and uses SES for email delivery.
3.15. Google Cloud Functions
• Feature/Setting: Event-driven execution on data upload, generate and email custom receipts to donors.
3.16. Formstack Documents
• Feature/Setting: Data merge from donor list, create customized receipt, deliver via integrated email service.
3.17. Adobe Sign
• Feature/Setting: Use API to generate digital signature on receipts for compliance, and email to donor.
3.18. Auth0
• Feature/Setting: Authenticate donor access to download receipts via secure portal integration.
3.19. Monday.com
• Feature/Setting: Automations to tag eligible donations, trigger email notification using email integrations.
3.20. FreshBooks
• Feature/Setting: Invoice automation and scheduled customer communications via FreshBooks API for eligible donations.
3.21. DocuSign
• Feature/Setting: Digitally certify receipt documents and automatically email to donors.
3.22. Airtable
• Feature/Setting: Script or automation triggers on new entry with eligible flag, generates PDF receipt with form data, emails via integration tool.

Benefits

4.1. Minimizes manual tracking, reduces errors in tax documentation, and speeds up donor communication.
4.2. Ensures donor compliance and maintains audit-ready, accessible records for authorities.
4.3. Strengthens donor trust through prompt, accurate, and legally valid communications.
4.4. Frees staff resources for higher value ministry functions by automating repetitive, compliance-related workflows.