Donation & Fundraising ManagementPurpose
1.2. Automate payment processing, reminders, donor communication, receipts, and reporting for recurring gifts.
1.3. Integrate donor management across CRM, email, payment gateways, and compliance/reporting systems.
1.4. Reduce manual admin for staff; improve donor retention, gift tracking, and cash flow prediction.
Trigger Conditions
2.2. Payment gateway receives scheduled donation event.
2.3. CRM update showing new or modified recurring donor.
2.4. Failed recurring payment or card expiration detected.
2.5. Upcoming renewal or cancellation request.
2.6. Milestone event (e.g., 1-year anniversary of donation) triggered.
Platform Variants
• API: `/v1/subscriptions` endpoint for creation, updates, and webhooks for payment events.
3.2. PayPal
• Feature: "Subscriptions & Recurring Payments" API; set billing cycles, manage profiles via REST API.
3.3. Square
• API: `/v2/subscriptions` for plan management, reminders, and webhook triggers for payment events.
3.4. Braintree
• API: `Subscription.create` and `Subscription.update` for recurring payment profiles.
3.5. Razorpay
• API: `Plans` and `Subscriptions` endpoints for scheduling and managing recurring charges.
3.6. Donorbox
• Feature: “Recurring Donations” through API/webhooks for schedule creation/edit/cancellation.
3.7. Qgiv
• API: Automatically processes recurring gifts and triggers donor notification workflows.
3.8. Neon CRM
• API: `recurring_donations/create` and webhook endpoints for automating updates & reports.
3.9. Bloomerang
• Feature: “Recurring Donation” field for seamless integration via REST API for donation events.
3.10. Salesforce Nonprofit Cloud
• Feature: NPSP Recurring Donations object with automation through Flow or Apex triggers.
3.11. Microsoft Dynamics 365
• Feature: “Recurring Donation Schedules” in Nonprofit Accelerator; trigger automation via Power Automate.
3.12. Blackbaud Raiser's Edge NXT
• Feature: “Recurring Gift” record with SKY API events for automation logic.
3.13. Classy
• API: “Recurring donations” endpoints, with webhook triggers for lifecycle events.
3.14. Give Lively
• API: "Recurring donation" object sync and webhook support for real-time donor notifications.
3.15. GoFundMe Charity
• API: Donation/recurring donation endpoints and webhooks for platform-driven events.
3.16. Network for Good
• Feature: Recurring donations via integrations with CRM API and email alert hooks.
3.17. Mailchimp
• Automated Email: Use Triggered Campaigns (e.g., donation confirmation, failed payment) with API for contact update.
3.18. SendGrid
• API: Automated transactional emails for donation receipts/reminders based on webhook triggers from payment platform.
3.19. Zapier
• Feature: Connects donation events from payment/CRM platforms to spreadsheets, emails, and messaging.
3.20. Google Sheets
• API: Automatically log each recurring donation and update donor lists via Sheets API.
3.21. Slack
• Incoming Webhooks: Send instant notifications to staff about new/updated recurring donations.
3.22. QuickBooks Online
• API: Log recurring donation revenue and automate acknowledgment receipts.
Benefits
4.2. Reduces manual administrative overhead for donation tracking and communication.
4.3. Mitigates payment failure interruptions with automated recovery/retry sequences.
4.4. Enhances donor experience with flexible, self-service management options.
4.5. Ensures regulatory and financial compliance with consistent, automated recordkeeping.
4.6. Enables advanced reporting and forecasting of donation income for strategic planning.