Recurring donation setup and renewal

Purpose

1. Automate the process of establishing, managing, and renewing recurring donations for a conservative club, ensuring regular funds collection, streamlined donor engagement, regulatory compliance, and integrated financial reporting.

2. Automating recurring donations optimizes club resources, improves donor experience, secures predictable funding, and maintains accurate compliance documentation for the recreation industry in conservative political contexts.

Trigger Conditions

1. New donor signup for recurring donation via web form, chatbot, or SMS opt-in.

2. Recurring billing interval reached (monthly/quarterly/annually) as scheduled.

3. Credit card/payments method expiring or failing (notifying or retrying donor automatedly).

4. Scheduled compliance review or reporting period.

5. Donor-modified settings in portal (e.g., pause, increase, cancel automated donations).

Platform Variants

1. Stripe

• Feature/Setting: Payment Intents and Subscriptions API; automate recurring payment plans and webhook-triggered renewal notifications.
  
• Sample: Configure POST /v1/subscriptions for donor recurrence, automate webhook for paid_invoice event.
  

2. PayPal

• Feature/Setting: Subscriptions API; automate plan creation, billing cycles, and automated payment success/failure notifications.
  
• Sample: POST /v1/billing/subscriptions; webhook listener for BILLING.SUBSCRIPTION.ACTIVATED.
  

3. GoCardless

• Feature/Setting: Mandate and Payment API; automate direct debit setup and renewal event webhook.
  
• Sample: POST /mandates, POST /payments, listen to payment_created webhook.
  

4. Salesforce Nonprofit Success Pack

• Feature/Setting: Recurring Donations object; automate donor onboarding, renewal reminders, and donation workflow.
  
• Sample: Flow automation triggers on new Recurring Donation record.
  

5. HubSpot

• Feature/Setting: Workflows & Custom Properties; automate recurring donor CRM tagging, nurture sequences, and renewal triggers.
  
• Sample: Use "Recurring Donation" property as workflow trigger.
  

6. Mailchimp

• Feature/Setting: Automated Email Campaigns; automate donation confirmation, renewal reminders, failure alerts to donors.
  
• Sample: Use recurring flag to trigger audience journey.
  

7. QuickBooks Online

• Feature/Setting: Scheduled Invoices; automate regular invoice generation for donor subscriptions.
  
• Sample: Automate with POST /v3/company/{companyId}/invoice endpoint.
  

8. Zapier

• Feature/Setting: Scheduled Triggers; automate integration of form, payment, and CRM events across apps.
  
• Sample: Automate Stripe new payment event to Google Sheets logging.
  

9. Xero

• Feature/Setting: Repeating Invoice feature/API; automate accounting entries for recurring donations.
  
• Sample: POST /api.xro/2.0/RepeatingInvoices endpoint for automation.
  

10. Docusign

• Feature/Setting: eSignature Automation; automate sending recurring agreement renewal for compliance.
  
• Sample: Automate with Envelopes:create API on schedule.
  

11. Google Calendar

• Feature/Setting: Automated Reminders; automate process-driven reminders for compliance or donor engagement.
  
• Sample: Use push notification to trigger task automation.
  

12. Slack

• Feature/Setting: Incoming Webhooks & Workflow Builder; automate notifications to finance/compliance channels for failed or successful donations.
  
• Sample: Trigger Slack message on payment success webhook.
  

13. Microsoft Power Automate

• Feature/Setting: Automated Flows; automate integration among payment, email, CRM, and reporting systems.
  
• Sample: Set recurrence trigger, automate actions.
  

14. Facebook Fundraisers

• Feature/Setting: Donations API; automate confirmation messages and synchronizing donor data.
  
• Sample: Hook POST to webhook on donation event.
  

15. Donorbox

• Feature/Setting: Recurring Donations API; automate new/renewal donation and CRM export.
  
• Sample: Integrate via webhook when new recurring donation starts or renews.
  

16. Plaid

• Feature/Setting: Auth/Balances API; automate payments method verification and automate renewal payment initiation.
  
• Sample: POST /item/public_token/exchange, automate on expiration event.
  

17. Intercom

• Feature/Setting: Automated Messaging; automate automated donor engagement and support when donation settings change.
  
• Sample: Auto-send renewal message using trigger.
  

18. Twilio

• Feature/Setting: SMS Automation; automate reminders for renewal or failed payment via SMS.
  
• Sample: Programming POST to /Messages for renewal alerts.
  

19. Google Sheets

• Feature/Setting: App Script automation; automate donor record keeping, tally, and history updates.
  
• Sample: Script triggers on import event from payment system API.
  

20. NetSuite

• Feature/Setting: Recurring Billing Module; automate accountancy and compliance ledgers for recurring donations.
  
• Sample: Schedule reminders and ledger update using SuiteScript automation.
  

21. Typeform

• Feature/Setting: Webhooks/Integrations; automate donor onboarding survey and recurring payment opt-in.
  
• Sample: Trigger action on form submission for payment setup.
  

22. Freshsales

• Feature/Setting: Workflow Automator; automate tagging, reminders, and nurture flow for recurring donors.
  
• Sample: Automate trigger on “Recurring Donor” field update.
  

23. Monday.com

• Feature/Setting: Automations; automate donation tracking board updates, renewal reminders, and compliance checklist completion.
  
• Sample: If column changes to “Renewed”, trigger automation to update status.
  

Benefits

1. Automatedly collects and manages repeat donations, optimizing club cash flow.

2. Automates donor notifications and compliance tracking, reducing manual effort.

3. Automates reminders and retries, improving donor retention.

4. Ensures automated compliance reporting and audit readiness.

5. Integrates, synchronizes, and automates donor, finance, and compliance data across platforms.

6. Automates engagement, reporting, and financial accuracy, saving time and reducing errors.

7. Automation increases transparency, reliability, and scalability for fundraising initiatives.