Donations & Financial AdministrationPurpose
1.2. Automates donation scheduling, donor reminders, payment processing, failed payment retries, and financial reconciliation.
1.3. Supports automated acknowledgment, receipt generation, recurring billing, and donor data management across platforms.
Trigger Conditions
2.2. Scheduled renewal date for a recurring donation arrives.
2.3. Automated donation payment succeeded or failed.
2.4. Donor cancels or modifies recurring arrangement.
2.5. Finance team requires automated donation reports.
Platform Variants
3.1. Stripe
• Feature: Subscriptions API; automate creation and management of recurring payment objects.
• Sample: Configure webhook → create `Subscription` for new pledges; automate retries for failed payments.
3.2. PayPal
• Feature: Billing Plans & Agreements API; programmatically automate billing agreement setup.
• Sample: API call to create recurring profile on donor registration.
3.3. Square
• Feature: Recurring Payments API; automate recurring invoices and payment reminders.
• Sample: Scheduled trigger to generate/charge invoices.
3.4. Clover
• Feature: Subscription Payments; automate recurring debit schedules for donors.
3.5. Razorpay
• Feature: Subscriptions; automate donor plan creation, manage webhooks for payment status.
3.6. GoCardless
• Feature: Mandate and Subscription API; automate SEPA direct debit for recurring donations.
3.7. QuickBooks Online
• Feature: Automatic Payment Reminders and Recurring Invoices; automate donor reminders and records.
3.8. Salesforce
• Feature: Nonprofit Success Pack (NPSP) Recurring Donations; automate donor data sync, thank-you messages.
3.9. Bloomerang
• Feature: Recurring Gift Management API; automate donor cycle tracking and notifications.
3.10. Blackbaud eTapestry
• Feature: Recurring Gift Processing API; automate donation creation and donor receipts.
3.11. Planning Center Giving
• Feature: Automated Recurring Donation Management; API triggers for new, updated, or failed donations.
3.12. Kindful
• Feature: Automated Recurring Gift Workflows; automate donor journey and payment retries.
3.13. Donorbox
• Feature: Subscription API; automate donor sign-up, billing, and communication.
3.14. Pushpay
• Feature: Automated Recurring Giving; setup, payment confirmation, and reminders APIs.
3.15. Tithe.ly
• Feature: Recurring Donation Automation; API configures and automates recurring contributions.
3.16. ChurchSuite
• Feature: Donations Automation; trigger API on sign-up, receipts, and export to accounting.
3.17. Mailchimp
• Feature: Email Automation Triggers; automate thank-you, failed payment, and renewal notifications.
3.18. Twilio
• Feature: SMS API; automate SMS reminders to donors for scheduled and failed donations.
3.19. SendGrid
• Feature: Transactional Email API; automate receipts, monthly statements, and pledge summaries.
3.20. Zapier
• Feature: Multi-platform automation triggers; connect web forms to payment processor API for automated recurring setup.
3.21. Microsoft Power Automate
• Feature: Scheduled Flows; automatedly sync donation data to financial systems or CRMs.
3.22. Xero
• Feature: Automated Invoice/Bill Creation API; sync and automate reconciliation with financial ledgers.
3.23. Google Sheets
• Feature: App Scripts Automation; regularly log and update donation records, send reminders.
3.24. Slack
• Feature: Incoming Webhooks; automate notification to finance/admin teams on donation activities.
3.25. FreshBooks
• Feature: Recurring Payments Automation; automate donor billing cycles and reminders.
Benefits
4.2. Ensures timely donor communication with automated messages, increasing engagement and retention.
4.3. Provides real-time, automated financial tracking and reporting for transparency.
4.4. Automated recovery flows for failed payments, securing recurring revenue.
4.5. Automates compliance with recordkeeping and audit requirements for nonprofits.
4.6. Frees up staff to focus on mission-critical work through advanced workflow automation.