Donation and Fundraising ManagementPurpose
1.2. Enable donors to automate regular contributions, manage preferences, and receive automated renewal or failed payment alerts.
1.3. Integrate automatable donor data syncing, tax receipt dispatch, and campaign reporting for environmental fundraising teams.
1.4. Support compliance by automating transactional record creation, thank-you note automation, and GDPR handling where applicable.
Trigger Conditions
2.2. Scheduled payment due date approaches (pre-reminder).
2.3. Successful or failed payment event occurs.
2.4. Automatedly detects donor expiry, card expiry, or paused donations.
2.5. Scheduled monthly, quarterly, or yearly donation automation windows.
Platform Variants
• Feature/Setting: Configure Recurring Donations object triggers, Flows for automating payment reminder emails, and Process Builder for donor journey automation.
3.2. Stripe
• Feature/Setting: Use the Subscriptions API for automating recurring payment collection and automated webhook endpoints for payment success/failure reminders.
3.3. PayPal
• Feature/Setting: Automate recurring donation buttons and IPN (Instant Payment Notification) for automated donor reminders and receipt emails.
3.4. Mailchimp
• Feature/Setting: Automated email campaigns for upcoming payment reminders, and segmentation via API for active recurring donors.
3.5. HubSpot
• Feature/Setting: Workflow automation for auto-reminders, donor engagement sequences, and webhook-triggered donation status alerts.
3.6. Zapier
• Feature/Setting: Automate cross-platform workflows for recurring payment events and multi-channel automated communications.
3.7. Google Calendar
• Feature/Setting: Automated event creation for donation cycles and automated reminders sent to donors before withdrawal dates.
3.8. SendGrid
• Feature/Setting: Use the Marketing Campaigns API for automated reminder and receipt email templates triggered by recurring payment events.
3.9. Twilio SMS
• Feature/Setting: Program automated SMS reminders for upcoming recurring donations and failed payment notifications.
3.10. QuickBooks
• Feature/Setting: Automated recurring invoice creation and payment reconciliation using Recurring Transactions automation API.
3.11. Donorbox
• Feature/Setting: Enable automator for recurring donation management and receipt delivery via built-in automation settings.
3.12. Keela
• Feature/Setting: Automated workflow builder to trigger reminders, thank-you emails, and recurring donation renewal automations.
3.13. Blackbaud
• Feature/Setting: Use Blackbaud Raiser’s Edge NXT Recurring Gift module for automating payment collection and acknowledgement sequences.
3.14. Constant Contact
• Feature/Setting: Set up automator for donation cycle email scheduling and renewal notices.
3.15. WooCommerce
• Feature/Setting: Automate subscription products for donations and enable renewal/failure hooks for automated notifications.
3.16. Braintree
• Feature/Setting: Use recurring billing API and webhook triggers to automate status emails and reminders.
3.17. Slack
• Feature/Setting: Use incoming webhooks for internal notification automation on each donation cycle or failed attempt.
3.18. Microsoft Power Automate
• Feature/Setting: Automate cross-app task flows for donor reminders, renewal checks, and receipt automation.
3.19. FreshBooks
• Feature/Setting: Automate recurring invoices for donations and schedule reminder email automations.
3.20. Shopify
• Feature/Setting: Configure subscription/donation app API automation for recurring donor management and reminders.
Benefits
4.2. Ensures donors are automatedly reminded, increasing donation reliability and supporter retention.
4.3. Provides automatable data sync with other ecology-focused systems, improving reporting and campaign optimization.
4.4. Enables non-profit teams to automate compliance, acknowledgments, and stewardship, maximizing fundraising impact.
4.5. Enhances donor experience through timely, automated, personalized interactions across preferred channels.