Donation & Fundraising Management**Purpose**
1. Ensure animal welfare organizations never miss grant deadlines by sending timely reminders to responsible staff via multiple channels (email, SMS, chat).
2. Centralize grant application cycles, automate deadline tracking, and prevent lost funding opportunities.
3. Integrate deadline notifications into existing donation and fundraising management workflows for real-time awareness.
4. Maintain auditable logs to demonstrate organizational compliance and diligence for board and donor requirements.
5. Reduce manual admin overhead in tracking numerous, varying-interval grant cycles.
**Trigger Conditions**
1. Upon creation or update of a grant opportunity with a due date.
2. When a grant deadline is approaching (customizable intervals: e.g., 30, 7, 1 day before).
3. If a staff member marks a grant as “in progress” or “not started.”
4. When new grants are imported via third-party lists or APIs.
5. On recurring schedules for annual or semi-annual grants.
**Platform Variants**
1. **Twilio SMS**
- Feature/Setting: SMS API — configure SMS to notify designated numbers; sample: `POST /Messages` with deadline text.
2. **SendGrid**
- Feature/Setting: Email API — auto-send templated deadline alerts; sample: `POST /mail/send` with grant metadata.
3. **Gmail API**
- Feature/Setting: Automated drafts/send with label “Grant Reminders;” configure search filters to auto-trigger emails.
4. **Microsoft Outlook 365**
- Feature/Setting: Calendar API — auto-insert grant deadlines as events and send event reminders.
5. **Slack**
- Feature/Setting: Incoming Webhooks — push reminders to specified grant channels; sample: `POST /slack/webhook`.
6. **Microsoft Teams**
- Feature/Setting: Bot Framework — send adaptive card reminders to relevant teams/chats.
7. **Salesforce**
- Feature/Setting: Workflow Rules & Process Builder — trigger email alerts from custom “Grant Deadline” objects.
8. **HubSpot CRM**
- Feature/Setting: Workflows — trigger task and email reminders for grant records near due date.
9. **Zoho CRM**
- Feature/Setting: Workflow Automation — push in-app notification or email using “Grant Application” record triggers.
10. **Google Calendar API**
- Feature/Setting: Auto-add deadlines as events, configure reminders, send pop-up or email alerts.
11. **Trello**
- Feature/Setting: Butler Automation — auto-create due date cards with periodic reminders for grant deadlines.
12. **Asana**
- Feature/Setting: Rules — auto-assign grant deadline tasks, trigger notifications X days prior.
13. **ClickUp**
- Feature/Setting: Automations — trigger “reminder” or “notify” actions on grant tasks/dates.
14. **Monday.com**
- Feature/Setting: Automations — notify staff by email or in-app when deadline column is within set range.
15. **Airtable**
- Feature/Setting: Automations — schedule email/SMS reminders based on “deadline” field.
16. **Notion**
- Feature/Setting: Databases with Reminders — auto-send Slack/email reminders for deadline properties.
17. **Mailchimp**
- Feature/Setting: Campaign Triggers — auto-send email sequences to staff on upcoming grant dates.
18. **ActiveCampaign**
- Feature/Setting: Automated marketing sequences for internal notifications on deadlines.
19. **Zapier**
- Feature/Setting: Multi-app “Zap” — trigger alerts in any compatible channel when a grant date approaches.
20. **Google Sheets**
- Feature/Setting: Apps Script — auto-email reminders based on values in “Grant Deadlines” sheet.
**Benefits**
1. Eliminates manual tracking of multiple grant deadlines.
2. Unified and multi-channel notification ensures no missed opportunities.
3. Enhances collaboration and visibility across fundraising and grant teams.
4. Provides audit trails for compliance and stakeholder assurance.
5. Frees up staff time for mission-centric activities.