Auto-generated donation receipts via email

Purpose

1.1. Automate the process of generating and sending donation receipts to donors via email for every contribution made to the Disciples of Christ Church, ensuring compliance, transparency, and accurate record-keeping.
1.2. Automated donation receipt includes donor info, donation amount, date, transaction ID, and church details.
1.3. Automates acknowledgment of gifts in real time, provides donors with documentation for tax purposes, and streamlines bookkeeping by integrating with financial systems and church management software.

Trigger Conditions

2.1. New donation received through online form, payment processor, or manual financial record.
2.2. Triggered automatedly upon confirmed completion of payment or form submission.
2.3. Can be automated by scheduled batch-processing for recurring or bulk donations.

Platform Variants

3.1. Mailgun
• Feature/Setting: Use Messages API to automate creation and sending of templated receipt email upon donation event.
• Sample: Configure POST to `/v3/messages` with dynamic template variables.

3.2. SendGrid
• Feature/Setting: Automate transactional email via "Dynamic Transactional Templates" and "Mail Send API."
• Sample: POST to `/mail/send` with dynamic template data.

3.3. Amazon SES
• Feature/Setting: Automate email dispatch using SendEmail API with custom receipt templates.
• Sample: Set up Lambda function to trigger SES SendEmail.

3.4. Microsoft Outlook 365
• Feature/Setting: Automate email generation via "Send Email (V2)" Graph API endpoint.
• Sample: POST to `/me/sendMail`.

3.5. Gmail
• Feature/Setting: Automate sending using Gmail API `users.messages.send` for templated receipts.
• Sample: Send MIME message with placeholders.

3.6. HubSpot
• Feature/Setting: Automates donation workflow using "Workflows" and "Marketing Emails" with Personalization Tokens.
• Sample: Trigger workflow when donation record updates.

3.7. Salesforce
• Feature/Setting: Automate via "Process Builder" to generate templated email using Email Alerts.
• Sample: Trigger on custom object "Donation__c".

3.8. Zoho CRM
• Feature/Setting: Automates mail merge in "Workflow Rules" to send receipt emails.
• Sample: Setup workflow based on Donations module.

3.9. QuickBooks Online
• Feature/Setting: Automate sending receipts via "Sales Receipt" creation event and Email API.
• Sample: Enable auto-email for "Sales Receipts."

3.10. Stripe
• Feature/Setting: Automate "Receipt Email" in Dashboard or via Webhooks and Email Receipts API.
• Sample: Use `invoice.payment_succeeded` webhook.

3.11. PayPal
• Feature/Setting: Automate receipts through "IPN Listener" and "Send Email" API.
• Sample: Configure IPN to trigger email template.

3.12. Pabbly
• Feature/Setting: Automate "Automated Email" for successful payment events.
• Sample: Use workflow with donations trigger.

3.13. ActiveCampaign
• Feature/Setting: Automate receipts via "Automations" using donation trigger and "Send Email" action.
• Sample: Design sequence for Donations list.

3.14. Constant Contact
• Feature/Setting: Automates follow-up email campaign on donation form submission.
• Sample: Trigger series with donation activity.

3.15. Mailchimp
• Feature/Setting: Automate automation flow using "Transactional Emails" and event-based triggers.
• Sample: Connect donation integration to trigger.

3.16. Church Community Builder
• Feature/Setting: Automates automated donation receipts using "Process Queue" and email templates.
• Sample: Trigger on contribution record.

3.17. Planning Center
• Feature/Setting: Automates receipt through "Workflows" and "Email Notifications."
• Sample: On new donation in Giving module.

3.18. Donorbox
• Feature/Setting: Automates instant, customized receipts using "Email Receipt Manager."
• Sample: Configure donor receipt content.

3.19. Tithely
• Feature/Setting: Automates receipts using "Giving Receipts" and templated emails.
• Sample: Activate Smart Receipts in Giving settings.

3.20. Pushpay
• Feature/Setting: Automates quick receipts using "Automated Email Receipts" for completed gifts.
• Sample: Enable automatic donor acknowledgment.

Benefits

4.1. Automates donor communication, increasing engagement and donor trust.
4.2. Automated receipt generation reduces administrative workload and human error.
4.3. Ensures automated compliance with tax and nonprofit regulations.
4.4. Automating provides a scalable solution for growing donation volumes.
4.5. Receipt automation supports efficient financial management and audit routines.