Giving, Donation, and Financial ProcessesPurpose
1.2. Automates delivery of notifications via SMS, email, in-app, or push whenever gifts of non-cash assets or project-restricted donations are received, tracked, or require documentation.
1.3. Enables real-time, scheduled, or event-driven automating of donor communications, internal alerts, and financial system updates, thereby enhancing transparency and stewardship.
Trigger Conditions
2.2. File upload of supporting documents (e.g., appraisal, donor letter) automates internal or donor notification.
2.3. Financial system flag for project-based giving automates alert to finance or stewardship teams.
2.4. Scheduled review of pending acknowledgment automates escalation notifications.
Platform Variants
• Feature/Setting: Automate outbound SMS via Messaging API — configure webhook to send “Gift-in-kind received” SMS template.
3.2. SendGrid
• Feature/Setting: Automate transactional email with Email API — template triggered by donation object creation.
3.3. Slack
• Feature/Setting: Automator posts to donor-relations channel using Incoming Webhooks when project-based gifts entered.
3.4. Microsoft Teams
• Feature/Setting: Automatedly posts Teams notification via Graph API on new/non-cash gift receipt.
3.5. Mailchimp
• Feature/Setting: Automate audience segmentation and email sequence for “in-kind donor” tag via Campaign API.
3.6. Salesforce
• Feature/Setting: Process Builder or Flow automator creates and sends acknowledgment task or email when Opportunity is “Gift-in-kind”.
3.7. HubSpot
• Feature/Setting: Workflow automates email/sms via property “Donation Type=Project-based”.
3.8. Zapier
• Feature/Setting: Multi-step Zap automates notifications; triggers on new row in Google Sheets or CRM update.
3.9. Google Workspace Gmail
• Feature/Setting: Automate email notification via Apps Script or API when spreadsheet updated with new gift.
3.10. Outlook/Office 365
• Feature/Setting: Automated email flow using Power Automate when gift item entered in tracked Excel/SharePoint.
3.11. Airtable
• Feature/Setting: Automating email or Slack notifications using Airtable Automations on “Gift-in-kind” record creation.
3.12. Asana
• Feature/Setting: Automatedly creates task for finance with custom field trigger via Rules API.
3.13. Trello
• Feature/Setting: Card creation automates webhook to push donor notification via 3rd party service.
3.14. Freshdesk
• Feature/Setting: Ticket automation on inbound donor email mentioning “gift-in-kind” via Workflow Automator.
3.15. Zendesk
• Feature/Setting: Trigger automates notification to donation specialist for project-based entry; API call.
3.16. Pipedrive
• Feature/Setting: Automate email or SMS to donor from Workflow Automation on deal “Donation” pipeline stage.
3.17. Notion
• Feature/Setting: Automating notification in project database when relation “Type=Gift-in-Kind”.
3.18. Discord
• Feature/Setting: Automator sends private channel message via Webhook for church admins on new gift processed.
3.19. ClickUp
• Feature/Setting: Automate assignment of acknowledgment tasks using Automations on form submission.
3.20. Intercom
• Feature/Setting: Automated outbound email sequence using Series when “Gift-in-Kind” conversation tag applied.
3.21. Stripe
• Feature/Setting: Webhook automates custom acknowledgment email on monitored metadata for project donations.
3.22. Shopify
• Feature/Setting: App webhook automates notification to donor on digital project giving product sold.
Benefits
4.2. Reduces manual labor and risk of errors by automating the entire notification and documentation process.
4.3. Ensures automatable compliance tracking and audit trails for non-cash gifts and restricted giving.
4.4. Enables real-time, multi-platform automated communication, strengthening donor engagement.
4.5. Scales giving management through automation, freeing staff to focus on high-value relationship work.