Donor and Volunteer ManagementPurpose
1.2. Centralize donor history, automate acknowledging contributions, and automate donation receipt deliveries.
1.3. Automate tax document preparation, reduce manual tracking errors, and automate record-keeping for transparency.
1.4. Automate donor recognition by automating tailored thank-you messages and receipts immediately after each donation event.
Trigger Conditions
2.2. Automate when funds are received via online forms or direct bank transfer confirmation.
2.3. Automate on completion of scheduled donation cycles (e.g., monthly giving).
2.4. Automate receipt issuance after reconciliation of donation with donor data.
Platform Variants
3.1. Salesforce Nonprofit Success Pack
• Feature/Setting: Automate "Process Builder" or "Flow" to trigger on Opportunity (Donation) creation.
• Configuration: Automate with: Process Builder > Object: Opportunity > Criteria: Stage = "Closed Won" > Action: Email Receipt.
3.2. HubSpot CRM
• Feature/Setting: Automate "Workflows" to send receipt on new contact donation property update.
• Configuration: Automate with: Workflow > Trigger: Donation Amount updated > Action: Send Email (Automated Receipt Template).
3.3. Blackbaud Raiser's Edge NXT
• Feature/Setting: Automate "Acknowledgement Emails" for new gift records.
• Configuration: Automate with: Email Receipts > Gift Received Trigger > Dynamic Recipient: Donor Email.
3.4. Donorbox
• Feature/Setting: Automate "Donor Receipts" on successful donation via webhooks/API.
• Configuration: API Webhook > Trigger: New Donation > Action: Send Receipt.
3.5. Stripe
• Feature/Setting: Automate "Webhook Events" for successful payment_intent.succeeded.
• Configuration: Webhook > Event: payment_intent.succeeded > Call: Email Platform API (automate receipt issue).
3.6. PayPal
• Feature/Setting: Automate IPN Listener for completed donation transactions.
• Configuration: IPN URL > Trigger: txn_type = donation > Automated SendGrid/Other Email API.
3.7. QuickBooks Online
• Feature/Setting: Automate with "Zapier" or API when donations recorded as income.
• Configuration: Trigger: New Sales Receipt > Action: Automated Acknowledgement Email.
3.8. Google Sheets
• Feature/Setting: Automate "Script Editor" to email receipt when new donation row is added.
• Configuration: Script: onEdit(e) when Donation Column changed > GmailApp.sendEmail().
3.9. AirTable
• Feature/Setting: Automate "Automations" for new record in Donations table.
• Configuration: Trigger: New Record > Action: Send Automated Email.
3.10. Zapier
• Feature/Setting: Automate multi-service integration via automatable "Zaps".
• Configuration: Trigger: New Donation in App > Action: Send Receipt.
3.11. Mailchimp
• Feature/Setting: Automate "Transactional Emails" for new tagged donors.
• Configuration: API Trigger > Contact Added with Donation Tag > Automated Transactional Email.
3.12. ActiveCampaign
• Feature/Setting: Automate "Automations" for donation-based custom field update.
• Configuration: Trigger: Field 'Donated' updated > Action: Send Automated Email Receipt.
3.13. SendGrid
• Feature/Setting: Automate "API" for automated transactional receipt delivery.
• Configuration: API Call > Automate with donation event payload > Send Receipt Email Template.
3.14. Slack
• Feature/Setting: Automate "Webhooks" to notify admin of automated receipt issuance.
• Configuration: Incoming Webhook > Trigger: Automated Receipt Sent > Message: #Donations Channel.
3.15. Microsoft Power Automate
• Feature/Setting: Automate "Flows" for donations recorded in SharePoint or Excel.
• Configuration: Trigger: New Row in List > Action: Send Outlook Email with Template.
3.16. Xero
• Feature/Setting: Automate "Webhook" when new donation transaction created.
• Configuration: Webhook > Donation Entry > Automated Email Receipt.
3.17. FreshBooks
• Feature/Setting: Automate "Events" with API for receipt automation.
• Configuration: Trigger: Payment Received > Action: Automated Receipt Email via SMTP/API.
3.18. NeonCRM
• Feature/Setting: Automate "Acknowledgement Emails" for each new donation.
• Configuration: Trigger: Donation Success > Set Automated Email Sequence.
3.19. Pipedrive
• Feature/Setting: Automate workflow for deals marked "Donation Closed".
• Configuration: Workflow Automation > Closed Deal > Automated Email.
3.20. Wild Apricot
• Feature/Setting: Automate "Email Receipts" for successful donations.
• Configuration: Trigger: Online Donation > Automated Email with Dynamic Template.
3.21. Monday.com
• Feature/Setting: Automate "Automations" for new donation pulses.
• Configuration: Trigger: New Item in Donations Board > Action: Automated Email to Contact.
3.22. Zoho CRM
• Feature/Setting: Automate "Workflow Rules" with donation amount entry.
• Configuration: Workflow: Donation Created > Action: Send Receipt Email via Template.
3.23. Plaid
• Feature/Setting: Automate via transaction webhooks for bank-detected donations.
• Configuration: Webhook: New Bank Transfer > Automated Email API.
3.24. AWS SES
• Feature/Setting: Automate "SendEmail" via API for automated receipt workflows.
• Configuration: API Call on Donation Event > TemplateId: DonationReceipt.
Benefits
4.2. Automate compliance with automated receipts and record-keeping for audits.
4.3. Automate staff workload reduction and maximize accuracy in tax documentation.
4.4. Automate repeat donations, legacy donor relations, and campaign success measurement automatedly.