Donation & Financial ProcessingPurpose
1.2. Automate data gathering from donation processing, aggregate donations by individual/family, match with donor records, and output IRS-compliant giving statements.
1.3. Automate secure delivery to donors via email, print mail, or donor portal, meeting both community and legal expectations.
1.4. Optimize time, accuracy, and compliance in annual donor communication through automated workflows.
Trigger Conditions
2.2. Manual trigger by finance/administrative personnel for corrections/resends.
2.3. Event-driven: Upon financial year close/post-processing of final donations.
Platform Variants
• Feature/Setting: Automate "Reports" and "Scheduled Flows" for donor summary PDFs; configure "Email Alert" for automated delivery.
3.2. QuickBooks Online
• Feature/Setting: Automate "Donor Statements" with "Recurring Transactions" and "Batch Email"; schedule annual batch.
3.3. Mailchimp
• Feature/Setting: Automate "Email Campaigns" using "Customer Lists" from CRM export; dynamic fields for personalization.
3.4. Google Sheets + Apps Script
• Feature/Setting: Automate summary aggregation with custom scripts; automate PDF creation and email via Apps Script triggers.
3.5. Zapier
• Feature/Setting: Automate integration triggers from CRM to document generation apps (e.g., Google Docs); automate email with Gmail/Outlook APIs.
3.6. DocuSign
• Feature/Setting: Automate "Bulk Send" for signed summary documents; configure "Templates" for year-end statement.
3.7. Microsoft Power Automate
• Feature/Setting: Automate data processing with "Scheduled Flow"; auto-generate PDFs with "Word Online (Business)"; automate send via "Outlook".
3.8. Givelify
• Feature/Setting: Automate year-end "Donor Reports" API; automate export and emailing.
3.9. Tithe.ly
• Feature/Setting: Automate generation of "Giving Statements"; automate batch email to donor list.
3.10. Planning Center Giving
• Feature/Setting: Automate export of "Yearly Statements"; automate emailing and donor portal update.
3.11. Donorbox
• Feature/Setting: Automatically generate IRS-compliant PDF summaries; automate emailing using "Receipt Automation".
3.12. Blackbaud Church Management
• Feature/Setting: Automated "Constituent Giving Summary" with batch email jobs.
3.13. Bloomerang
• Feature/Setting: Automate end-of-year acknowledgement "Letter Tool" and bulk email send.
3.14. Kindful
• Feature/Setting: Automate "Tax Summary Letter" creation with "Year-End Statements Tool".
3.15. Pushpay
• Feature/Setting: Automated "Donor Statement Generator" and automated email/SMS.
3.16. Church Community Builder
• Feature/Setting: Automate "Contribution Statements"; set triggers for auto-generation and donor portal upload.
3.17. SendGrid
• Feature/Setting: Automated "Transactional Email" API for mass personalized PDF sending.
3.18. Amazon SES
• Feature/Setting: Automate email transmission with personalized attachments using "SendRawEmail" API.
3.19. PDF Generator API
• Feature/Setting: Automate creation of customized donation summary PDFs via template endpoints.
3.20. Airtable
• Feature/Setting: Automated record aggregation with scheduled scripts/extensions for export & email integration.
3.21. Freshdesk
• Feature/Setting: Automated ticket creation for donor statement queries, routing to finance team.
3.22. HubSpot
• Feature/Setting: Automated "Workflows" to generate and email summaries from CRM data.
Benefits
4.2. Automation increases donor trust, satisfaction, and retention via consistent, professional communication.
4.3. Automatedly enables resource optimization, freeing staff for high-value ministry work.
4.4. Automating reduces compliance risk, audits, and donor disputes.
4.5. Automator workflows are scalable, auditable, and adapt to growing donor bases and evolving legal needs.