Skip to content

HomeDonation collection automationPayment Processing & FinancialsDonation collection automation

Donation collection automation

Purpose

 1.1. Automate donation collection for aquatic centres to ensure timely, secure, and consistent funding for programs, facilities, and developmental initiatives within the sports & fitness — multi-sport aquatics sub-industry.
 1.2. Enables automated recurring and one-time donation payment processing, real-time donor communication, automated reconciliation with accounting, centralized donor data collection, instant tax receipt automation, streamlined financial reporting, automated fraud monitoring, and enhanced donor experience through multi-channel automation.

Trigger Conditions

 2.1. Donation form submission (web, mobile, kiosk).
 2.2. Scheduled recurring donation event.
 2.3. SMS/Email pledge confirmation.
 2.4. Manual entry by staff (front desk POS).
 2.5. CRM system flag of pending donor.
 2.6. Physical or virtual fundraising event conclusion.

Platform Variants

 3.1. Stripe Payments
  • API: /v1/charges
  • Setting: Webhook triggers donation receipt with amount and donor details.
 3.2. PayPal
  • Feature: Instant Payment Notification (IPN)
  • Setting: Automates response to successful donation payments.
 3.3. Square
  • Feature: Payments API
  • Setting: Automates donation entry from POS and digital forms.
 3.4. Braintree
  • Function: Transaction.create
  • Setting: Automates recurring and single donation capture.
 3.5. Authorize.Net
  • API: createTransactionRequest
  • Setting: Automates donation entry and donor notification.
 3.6. Zoho Books
  • Feature: Donations as invoices
  • Setting: Automates accounting integration for donations.
 3.7. Xero
  • API: Receipts
  • Setting: Automates financial reconciliation and ledger updates.
 3.8. QuickBooks Online
  • Feature: Donations tracking on Sales Receipts
  • Setting: Automates entry of donation receipts.
 3.9. Salesforce Nonprofit Cloud
  • Feature: Donation Management
  • Setting: Automates donor record creation and engagement tasks.
 3.10. Neon CRM
  • API: donations.createDonation
  • Setting: Automates input of donations tied to donor profiles.
 3.11. Bloomerang
  • Feature: Online Giving API
  • Setting: Automates donation import and thank-you trigger.
 3.12. Donorbox
  • Webhook: NEW_DONATION
  • Setting: Automates thank-you emails and accounting updates.
 3.13. Mailchimp
  • API: Automations
  • Setting: Automates donor follow-up campaign emails.
 3.14. Twilio SMS
  • API: Message creation
  • Setting: Automates donor confirmation and thank-you text alerts.
 3.15. Google Sheets
  • Feature: AppScript Trigger
  • Setting: Automates logging of donation data for audit and export.
 3.16. Microsoft Power Automate
  • Flow: Scheduled recurring donation check
  • Setting: Automates reminders and alert notifications.
 3.17. DocuSign
  • API: Envelope creation
  • Setting: Automates signed pledge agreements for major donations.
 3.18. SendGrid
  • API: Mail Send
  • Setting: Automated donor receipt and reporting.
 3.19. Zapier
  • Feature: Multi-step Zap
  • Setting: Automates cross-platform data sync and alerts.
 3.20. Givelify
  • API: Donation event webhook
  • Setting: Automates real-time notifications and updates.

Benefits

 4.1. Automates financial entry, donor acknowledgment, and tax processes.
 4.2. Reduces manual errors and administrative workload through automation.
 4.3. Automator automatically updates donor records, improving CRM insights.
 4.4. Automatable multi-channel notifications enhance donor engagement.
 4.5. Automation of compliance and reporting saves finance team effort.
 4.6. Increased donations by automating reminders and recurring gifts.
 4.7. Automates data flows for efficient, real-time fundraising analytics.

Leave a Reply

Your email address will not be published. Required fields are marked *