Recurring donation and pledge management

Purpose

1.1. Automate the process of managing recurring donations and pledges for art centers by enabling seamless donor enrolment, payment scheduling, receipt generation, CRM update, and donor communications.
1.2. Automates reminders, acknowledgment emails, donor segmentation, dashboard analytics, and reporting, securing donor retention and streamlining back-office tasks.
1.3. Enables multi-channel automating across online forms, payment processors, CRM, and communication platforms to support both individual and corporate memberships and pledges.

Trigger Conditions

2.1. New donor signs up for recurring donation via online form or payment link.
2.2. Scheduled recurring donation due date approaches or transaction is processed.
2.3. Pledge confirmation by donor or payment failure notification.
2.4. Update in donor status (pause, upgrade, cancel).
2.5. Annual/quarterly/year-end reporting intervals.

Platform Variants

3.1. Stripe
• Feature/Setting: Use "Subscriptions API" to automate recurring payment creation and status monitoring.
3.2. PayPal
• Feature/Setting: Automate "Billing Agreements" and "Webhooks" for pledge event triggers.
3.3. Donorbox
• Feature/Setting: Activate "Recurring Donation Module" with webhook notifications.
3.4. Salesforce
• Feature/Setting: Automate "Recurring Donations" object and scheduled "Process Builder" flows.
3.5. Blackbaud Raiser's Edge NXT
• Feature/Setting: Configure "Automated Recurring Gift Management" and SFTP API export.
3.6. Zoho CRM
• Feature/Setting: Use "Workflow Rules" and "Webhooks" for recurring donor record automating.
3.7. Mailchimp
• Feature/Setting: Automate "Journey Builder" with custom triggers on donation events.
3.8. HubSpot
• Feature/Setting: Set "Workflow automations" on pledge lifecycle stages via API.
3.9. QuickBooks Online
• Feature/Setting: Automate invoice and receipt generation using "Recurring Transactions API".
3.10. Google Sheets
• Feature/Setting: Use "Apps Script Triggers" to automate donor data entry from webhook events.
3.11. Slack
• Feature/Setting: Post automated donation notifications using "Incoming Webhooks".
3.12. Microsoft Power Automate
• Feature/Setting: Configure "Scheduled Flows" for report generation and email reminders.
3.13. Xero
• Feature/Setting: Use "Recurring Billing API" for automating financial entries.
3.14. SendGrid
• Feature/Setting: Automate donor acknowledgment emails using "Transactional Mail API".
3.15. Twilio
• Feature/Setting: Send automated SMS reminders with "Programmable Messaging API".
3.16. Zapier
• Feature/Setting: Chain apps for event-based automating of new/updated pledges.
3.17. Eventbrite
• Feature/Setting: Automate donor event invitations via "Attendee API triggers".
3.18. Typeform
• Feature/Setting: Capture automated pledge signups using "Webhook notifications".
3.19. Airtable
• Feature/Setting: Automate data sync using "Automations" and custom webhook triggers.
3.20. Mailjet
• Feature/Setting: Trigger automated donor communications via "SMTP Relay/API".
3.21. Pipedrive
• Feature/Setting: Automate pipeline updates with "Activity and Deal Webhooks".
3.22. Notion
• Feature/Setting: Use "Automated database entries" from donation event triggers.

Benefits

4.1. Automates elimination of manual data entry, reducing errors and saving administrative resources.
4.2. Enhances donor satisfaction through timely, automated communications and receipts.
4.3. Improves cash flow predictability via automated recurring payments.
4.4. Enables automating analytics for donor retention, segmentation, and campaign effectiveness.
4.5. Guarantees compliance through documenting and automating audit trails.