Automated notification of large or unusual donations

Purpose

1.1. Automate timely notifications to designated staff or leadership when a large or unusual donation is received, ensuring transparency, rapid acknowledgement, fraud monitoring, and compliance with Anglican church protocols.
1.2. Enable immediate follow-up actions such as personal thank you messages, financial review, or board alert.
1.3. Maintain an auditable trail for compliance and financial governance.

Trigger Conditions

2.1. When a single donation exceeds a specified threshold (e.g., $5,000).
2.2. When aggregate donations from a single donor exceed a pre-set amount within a period.
2.3. When a donation contains unusual donor details, payment methods, or flagged patterns.
2.4. Donations received outside standard platforms or hours.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Send SMS alert; configure via Messages API; set webhook on donation processed event.
3.2. SendGrid
• Feature/Setting: Send transactional email; configure via Mail Send API; trigger on donation event.
3.3. Microsoft Teams
• Feature/Setting: Post adaptive card to channel; use Incoming Webhook connector with JSON POST.
3.4. Slack
• Feature/Setting: Post channel notification; configure via Slack API chat.postMessage; webhook to donations trigger.
3.5. Gmail
• Feature/Setting: Automated email; use Gmail API send method; event-driven notification.
3.6. Outlook 365
• Feature/Setting: Send email via Microsoft Graph API; monitor donation records for triggers.
3.7. Pushbullet
• Feature/Setting: Push notification to device; configure via Pushbullet API; message on event.
3.8. Pushover
• Feature/Setting: Send critical push alerts; use Pushover API; connect on donation logic branch.
3.9. Telegram
• Feature/Setting: Bot message to group/admin; configure Telegram Bot API sendMessage; trigger workflow.
3.10. WhatsApp Business API
• Feature/Setting: Automated WhatsApp message; set webhook for new donation, POST via WhatsApp API.
3.11. Discord
• Feature/Setting: Post notification in channel; use Discord Webhook; JSON alert on donation event.
3.12. Salesforce
• Feature/Setting: Create Chatter post or task; configure via REST API; map to large donation triggers.
3.13. HubSpot
• Feature/Setting: Automated workflow/email; set up via Workflows API; filtered by donation properties.
3.14. Mailgun
• Feature/Setting: Trigger transactional email; configure via Mailgun API; webhook from donation form.
3.15. Zoho CRM
• Feature/Setting: Create record/task; Zoho CRM API via Donations module automation.
3.16. Asana
• Feature/Setting: Create follow-up task; use Asana API tasks endpoint; trigger on large donation.
3.17. Trello
• Feature/Setting: Add card to finance board; via Trello API; webhook from donation event.
3.18. Google Sheets
• Feature/Setting: Append alert row; use Sheets API append; workflow updates admin sheet on trigger.
3.19. Microsoft Excel Online
• Feature/Setting: Update worksheet; via Excel API; append notification row with donor details.
3.20. PagerDuty
• Feature/Setting: Trigger incident alert; via Events API; notification to financial security team.
3.21. Zendesk
• Feature/Setting: Create ticket; via Tickets API; assign to finance team on major donations.
3.22. Freshdesk
• Feature/Setting: New ticket created; via Freshdesk API; triggers on high value donation entry.

Benefits

4.1. Ensures instant administrative awareness of significant donations, improving donor stewardship.
4.2. Enhances fraud monitoring and compliance by prompt review of exceptional transactions.
4.3. Enables faster, personalized donor engagement, reinforcing relationships within the Anglican community.
4.4. Provides an auditable notification trail for financial integrity and external audits.
4.5. Reduces manual workload and risk of oversight in donation management.