Triggered alerts for major donations

Purpose

1.1. Instantly notify staff and leadership when large donations are received, ensuring timely acknowledgment and stewardship.
1.2. Facilitate rapid tracking for key donors, enhancing relationship management.
1.3. Improve transparency, oversight, and internal reporting for major gifts.
1.4. Support segmented workflows (e.g., customized actions for $1k, $5k, $10k+ donations).

Trigger Conditions

2.1. Single donation received above a pre-defined threshold (e.g., $1,000).
2.2. Cumulative donor contributions crossing a set limit within a period.
2.3. Designated campaign, event, or fund with large donation.
2.4. Unusual activity flagged by payment processor or CRM (e.g., sudden spike).

Platform Variants

3.1. Salesforce Nonprofit Cloud
• Feature: Process Builder — monitor Opportunities, trigger email/notification when Amount > threshold.
3.2. HubSpot
• Feature: Workflow Automation — enroll contacts based on major Gift property updates.
3.3. Blackbaud Raiser's Edge NXT
• Feature: Workflow Designer — auto-alert staff via Teams/email on large new gift.
3.4. DonorPerfect
• API: Use Webhooks API to create a trigger when new donation > $X.
3.5. Bloomerang
• Feature: Email Notifications — enable major gift alerts for team roles.
3.6. Kindful
• API: Zap triggers on major gift query, sends alert via chosen channel.
3.7. Givebutter
• Feature: Campaign analytics webhook — alerts based on donation size.
3.8. Classy
• API: Create webhook to send alert on large donations to Slack/Email.
3.9. Funraise
• Feature: Notification Rules — trigger alerts for specific donation criteria.
3.10. Mailchimp
• API: Use transactional API to send internal notification emails for high-value donors; filter via tags or segments.
3.11. Slack
• API: Incoming Webhooks — post structured notification to donor stewardship channel.
3.12. Twilio SMS
• API: Send SMS alert to leadership team on major gifts (configure sender, recipients, message template).
3.13. Microsoft Teams
• Connector: Incoming webhook or Power Automate flow to post in “Major Gifts” channel.
3.14. Google Chat
• API: Incoming webhook configured for alerts to group chat.
3.15. SendGrid
• API: Trigger automated transactional emails on donation threshold events.
3.16. Intercom
• API: Send in-app notification or message to stakeholder segment.
3.17. Airtable
• API: Run automation on major gift records, notifying and updating dashboards.
3.18. Pipedrive
• Feature: Workflow automation triggers alert when a donation “deal” > $X is won.
3.19. Zapier
• Trigger: New donation in CRM/service filter — send alert to predefined endpoints (e.g., SMS, email, webhook).
3.20. Google Sheets
• Feature: Script/AppSheet automation triggers email when new row (donation) > threshold.
3.21. Segment
• API: Track donation event, trigger downstream alert through connected destinations.
3.22. Monday.com
• Automation: Trigger status change or notification on high-value donation received.
3.23. Asana
• Automation: Create high-priority task for donor follow-up on major donation event.
3.24. Trello
• Automation: Create card in “Major Gifts” board for each new large donation.

Benefits

4.1. Ensures VIP donors are acknowledged rapidly and appropriately.
4.2. Strengthens stewardship and long-term donor relationships.
4.3. Empowers staff to act proactively on high-impact opportunities.
4.4. Streamlines communication—reducing siloed information and missed alerts.
4.5. Supports audit trails and transparency for large funds received.
4.6. Allows fast cross-team escalation (e.g., finance, leadership, comms).