Donor and Member ManagementPurpose
1.2. Automate consolidating donor information from multiple payment, fundraising, events, and direct cash/check sources, preserving donor history and compliance.
1.3. Enables real-time tracking for development staff, automates acknowledgment processes, and audit support for grant compliance.
Trigger Conditions
2.2. Automated logging of offline donations such as mailed checks, cash entries, or in-person events.
2.3. Scheduled batch updates from external fundraising software or CSV/Excel files.
2.4. Manual trigger by staff for ad-hoc donor imports or reconciliations.
Platform Variants
• Feature/Setting: Configure "Web-to-Lead" or custom API endpoint for automated donor record creation.
• Set up automation to listen for payment notifications and update Contact/Opportunity objects.
3.2. Blackbaud Raiser’s Edge NXT
• Feature/Setting: Use Blackbaud SKY API’s “Gift” endpoint for automated gift/addition, configure scheduled import jobs.
3.3. Bloomerang
• Feature/Setting: Use Bloomerang API’s “Transactions” endpoint, automate donation record creation, syncing with online forms.
3.4. DonorPerfect
• Feature/Setting: Configure Data Entry API for batch/import automations from both online gateways and Excel sheets.
3.5. Little Green Light
• Feature/Setting: LGL API integration to automate the addition of contributions and constituent records upon payment trigger.
3.6. Kindful
• Feature/Setting: Set up Kindful’s API for “Donations” endpoint, automated through payment webhook integration.
3.7. Virtuous CRM
• Feature/Setting: Use Virtuous REST API “Gift” endpoint for automated contribution postings and batch imports.
3.8. NeonCRM
• Feature/Setting: Use “donation.createDonation” API, automate importing new records from payment providers and forms.
3.9. Classy
• Feature/Setting: Configure webhook for “donation.completed” events, automate pushing data to CRM.
3.10. GiveLively
• Feature/Setting: Use Integrations tab to enable outbound donation notifications via Zapier or direct API for automation.
3.11. PayPal
• Feature/Setting: Enable Instant Payment Notification (IPN) and automate parsing these to create or update donor records.
3.12. Stripe
• Feature/Setting: Configure webhook for “payment_intent.succeeded,” automate donation data extraction and CRM sync.
3.13. Square
• Feature/Setting: Use “Payments API” and automate updates to donor DB on new transactions.
3.14. Eventbrite
• Feature/Setting: Webhook automation for “order.placed” events to trigger donor updates for ticketed events as donations.
3.15. Excel 365
• Feature/Setting: On file update or scheduled cloud flow, automate parsing and importing donor records via Microsoft Graph API.
3.16. Google Sheets
• Feature/Setting: Google Apps Script or Sheets API automation to watch for row additions and sync new donors.
3.17. Mailchimp
• Feature/Setting: Automated tagging of members/donors based on donations synced from database updates for communications.
3.18. QuickBooks Online
• Feature/Setting: Use “SalesReceipt” API or “ReceivePayment” automation to reconcile and reflect donations in donor DB.
3.19. HubSpot
• Feature/Setting: Webhook from payment form triggers a workflow to automatically associate deal/donation to contact record.
3.20. Airtable
• Feature/Setting: Use Airtable API for automated creation/updating of records when new donation data is received.
Benefits
4.2. Automating real-time updates ensures all donor data is current for engagement and reporting.
4.3. Automated reconciliation simplifies audit processes and improves grant/funder trust.
4.4. The automatedly consolidated database enables actionable donor segmentation and stewardship campaigns.
4.5. Automator workflows scale with organizational growth, adapting as donation channels expand.