Donations & FinancePurpose
1.2. Reduce administrative workload by managing failed payments, retries, and donor record updates.
1.3. Ensure compliance with financial regulations by accurately logging donation data and generating end-of-year contribution summaries.
1.4. Foster increased giving consistency with minimal manual effort.
Trigger Conditions
2.2. New donor signup for recurring giving.
2.3. Notification of failed transactions from payment provider.
2.4. Manual request for cancellation or donation amount edit by donor or admin.
Platform Variants
3.1. Stripe
• Feature: “Create Subscription” API; configure webhook for payment success/failure.
• Sample: Set up recurring product, attach donor info, and link to church donor DB.
3.2. PayPal
• Feature: “Billing Agreements” API; monitor event hooks for payments.
• Sample: Connect agreement to donor profile; automate ledger updates.
3.3. Square
• Feature: “Subscriptions” API; configure webhook for payment events.
• Sample: Map donor email to Square customer ID.
3.4. Donorbox
• Feature: “Recurring Plans” API integration; set up webhook notifications.
• Sample: Assign donor ID to plan and sync events to CRM.
3.5. Fundraise Up
• Feature: “Recurring Transaction” webhooks; data extraction for donor management.
• Sample: Auto-insert event into accounting platform.
3.6. Planning Center
• Feature: “Recurring Giving” setup; webhook triggers.
• Sample: Sync planned gift with church main database.
3.7. Tithe.ly
• Feature: “Scheduled Giving” automation; export for reconciliation.
• Sample: Connect export with financial software on schedule.
3.8. Pushpay
• Feature: “Recurring Gift Setup”; webhook for event handling.
• Sample: Match recurring events to member records.
3.9. Blackbaud
• Feature: “Recurring Gift API”; use event hooks for ledger sync.
• Sample: Reconcile gift schedule with finance database.
3.10. QuickBooks
• Feature: “Create Sales Receipt” API; automate recurring donation entries.
• Sample: Link API trigger to incoming payment webhook.
3.11. Salesforce Nonprofit Success Pack
• Feature: “Recurring Donations”; auto-create opportunities.
• Sample: Map transaction data to donor record fields.
3.12. Mailchimp
• Feature: “Automations”; trigger thank you sequence.
• Sample: Start journey on successful payment.
3.13. Gmail API
• Feature: “Send Message”; distribute receipts.
• Sample: Trigger on payment confirmation.
3.14. Outlook Graph API
• Feature: “Mail.Send”; send donor notifications.
• Sample: Trigger with successful transaction event.
3.15. Xero
• Feature: “Create Invoice/Receipt”; recurring entry automation.
• Sample: Parse payment confirmation and create entry.
3.16. Zoho Books
• Feature: “Create Recurring Invoice” API; auto record income.
• Sample: Map each donor event to contact.
3.17. Slack
• Feature: “Incoming Webhooks”; notify admin of failed donations.
• Sample: Alert sent on failed webhook trigger.
3.18. Google Sheets
• Feature: “Append Row”; track new/updated recurring donations.
• Sample: Auto-add row with donor info and payment status.
3.19. HubSpot
• Feature: “Create/Update Contact”; log donation events.
• Sample: Sync donor gifts with contact timeline.
3.20. Monday.com
• Feature: “Create Item”; manage donation cycle tasks.
• Sample: Add tasks for manual follow-up if needed.
3.21. FreshBooks
• Feature: “Create Recurring Payment”; auto-log church income.
• Sample: Trigger entry from payment provider event.
3.22. Intuit Mint
• Feature: “Import Transaction”; monitor recurring giving inflows.
• Sample: Sync with donation bank records.
Benefits
4.2. Enhanced donor experience with immediate communication and transparency.
4.3. Minimized missed donations with automated retries, reminders, and failed-payment management.
4.4. Real-time reporting for finance committees and clergy oversight.
4.5. Faster, accurate year-end reporting for donor tax statements.
4.6. Improved donor retention through regular engagement cycles.