Purpose
1.2. Automatically capture online/offline donations, validate donor identity, track donation data, trigger real-time receipts, send acknowledgments, and provide updates to finance teams.
1.3. Automate the process of integrating donations into accounting, CRM, and reporting systems for compliant, transparent, and efficient donor management.
Trigger Conditions
2.2. Receipt of external donation via email, SMS, or API endpoint.
2.3. Recurring/scheduled donor payment processed.
2.4. Uploaded donor CSV or spreadsheet detected in synced cloud folder.
2.5. Manual donor entry or update in CRM or fundraising tool.
Platform Variants
3.1. Stripe
• API: Payments Intent, Webhooks; automates donation payment capture and triggers confirmation.
3.2. PayPal
• Feature: IPN (Instant Payment Notification); automate real-time donation alerts and donor message.
3.3. Square
• Feature: Transactions Webhook; automate detection of in-person/present donations.
3.4. Salesforce Nonprofit Success Pack
• API: Data Import Wizard/REST API; automate donor data integration and record creation.
3.5. Raiser's Edge NXT
• API: SKY API; automate acknowledgment and donor journey updates.
3.6. Mailchimp
• API: Automations Endpoint; send automated thank-you emails to donors.
3.7. Twilio SendGrid
• API: Mail Send; automate personalized donor acknowledgment with merged data.
3.8. Google Sheets
• API: Append/Update; automate donor data logging and batch updates.
3.9. QuickBooks Online
• API: Sales Receipt; automate donation transaction entry in accounting system.
3.10. Slack
• Feature: Incoming Webhooks; automate internal notifications for large donations.
3.11. Microsoft Teams
• Feature: Incoming Webhook/Card; automate donation alerts to finance/board channels.
3.12. HubSpot CRM
• API: Deals/Create Record; automate donor record creation and tagging.
3.13. Zapier
• Feature: Webhooks/Integromat; automate between donation sources and internal tools.
3.14. Google Drive
• API: File Upload Event; automate processing of uploaded donor CSVs.
3.15. Eventbrite
• API: Event Attendee Webhook; automate linking donations with event tickets.
3.16. Donorbox
• Webhook: New/Recurring Donation; automate acknowledgment messaging.
3.17. Constant Contact
• API: Contacts/Add Email; automate onboarding to donor communications.
3.18. Monday.com
• API: Item Create; automate registration of incoming donations as new items/tasks.
3.19. Xero
• API: Create Invoice or Receive Money; automate accounting entries for donations.
3.20. Airtable
• API: Records/Create; automate data structure of donor information and statuses.
3.21. DocuSign
• API: Envelope Creation; automate consent forms or gift acknowledgment letters.
3.22. WooCommerce
• Webhook: Order/Donation Completed; automate post-donation workflows.
3.23. Zoho CRM
• API: Add Lead or Contact; automate donor onboarding sequence.
3.24. Freshdesk
• API: Ticket Create; automate helpdesk support for major donors.
3.25. Trello
• API: Card Create; automate donor journey task management.
Benefits
4.2. Reduces manual errors by automating donor data entry, alerts, and receipts.
4.3. Accelerates acknowledgment—donors receive automated, timely thank-you messages.
4.4. Supports audit-compliant, automated integration of donor information with accounting systems.
4.5. Automates notifications and escalations for high-value or flagged donations.
4.6. Enables automatable insights with real-time dashboards and reporting flows.
4.7. Delivers a cohesive, automated donor experience that boosts retention and satisfaction.
4.8. Ensures automated and consistent compliance with fundraising and privacy regulations.
4.9. Scales automated donation management to support campaigns and major funding drives without extra admin.
4.10. Enhances team collaboration through automated task and status updates tied to donations.