Financial & Donation AutomationPurpose
1.2. Collate all yearly donor data, calculate totals, merge acknowledgment templates, and distribute statements efficiently via chosen communication channels.
1.3. Replace manual reporting with error-free, scheduled, and scalable donor acknowledgement.
Trigger Conditions
2.2. Receipt of new donation data or donor profile update in any tracking system.
2.3. Fundraising cycle closure, upon exceeding predefined threshold (e.g., $1000 cumulative giving).
Platform Variants
3.1. Salesforce Nonprofit Cloud
• Feature: Report Builder API; scheduled export of donor giving data.
• Sample: Configure custom report, enable schedule, and set REST API retrieval endpoint.
3.2. Blackbaud Raiser’s Edge NXT
• Feature: REST API, Gift Listing endpoint.
• Sample: Create custom Gift Export batch, trigger via API call.
3.3. Bloomerang
• Feature: Data Exports API.
• Sample: Schedule export job for "Yearly Giving Summary," fetch via endpoint.
3.4. DonorPerfect
• Feature: DP API BatchReport object.
• Sample: Configure "Yearly Statements" and use API to distribute PDFs.
3.5. Kindful
• Feature: Transaction Export API.
• Sample: Automate filtered export by year, initiate email merge.
3.6. Little Green Light
• Feature: Bulk Export; Zapier Integration.
• Sample: Automate donor report, integrate with templated emails.
3.7. QuickBooks Online
• Feature: Reports API, Donations filter.
• Sample: Scheduled report generation and PDF/email output.
3.8. Google Sheets
• Feature: Google Apps Script / Sheets API
• Sample: Automate data collation and run Apps Script to generate merged PDFs and emails.
3.9. Microsoft Excel Online
• Feature: Office Scripts API
• Sample: Parse donation data, create individualized PDFs, trigger email via MS365.
3.10. Airtable
• Feature: Scripting Block, Automations
• Sample: Filter and aggregate giving per donor, trigger PDF/email action.
3.11. Mailchimp
• Feature: Merge Tag Automation
• Sample: List segmentation with donor tags, auto-send “yearly summary” campaign.
3.12. Constant Contact
• Feature: Email Automation, Personalization API
• Sample: Trigger “annual statement” emails with dynamic content blocks.
3.13. DocuSign
• Feature: Bulk Send API
• Sample: Deliver tax receipts as secure, trackable PDFs.
3.14. SendGrid
• Feature: Transactional Email API, Dynamic Templates
• Sample: Populate giving fields in template via API and auto-send.
3.15. PandaDoc
• Feature: Document Generation API
• Sample: Assemble annual giving statement and send via embedded doc delivery.
3.16. Dropbox
• Feature: File Generation & Public Share API
• Sample: Upload and share donor PDFs via folder link, automate notifications.
3.17. Google Drive
• Feature: Drive API, Batch Upload
• Sample: Store generated statements, share secure links per donor.
3.18. Docparser
• Feature: Document Parsing Webhooks
• Sample: Automate extraction and forwarding of donation data for statements.
3.19. Adobe Acrobat Services
• Feature: PDF Generation API
• Sample: Mass-generate personalized PDFs with branding and signatures.
3.20. Slack
• Feature: Scheduled Messaging API
• Sample: Deliver donor giving statement notifications or links directly to donors.
3.21. HubSpot
• Feature: Workflows Automation, Email API
• Sample: Trigger contact-based merge and deliver custom statements.
3.22. Zapier
• Feature: Paths and Multi-step Zaps
• Sample: Orchestrate complex flows across email, cloud, and CRM platforms.
Benefits
4.2. Minimizes errors and maximizes data security with automated, auditable processes.
4.3. Ensures on-time delivery of IRS-compliant statements to all donors.
4.4. Enhances donor trust, stewardship, and satisfaction through prompt, professional communication.
4.5. Frees staff to dedicate time toward fundraising and programming rather than paperwork.