Donations & Financial ManagementPurpose
1.2. Automatedly segment donors based on giving frequency, donation amount, affinity, and recency.
1.3. Enable automators to deliver tailored communication and fundraising strategies using automated donor data insights.
1.4. Ensure comprehensive donor relationship documentation for compliance and transparency through automation.
1.5. Improve management and automating of financial records for audit-readiness and development impact.
Trigger Conditions
2.2. Donor profile update submitted via forms or CRM.
2.3. Scheduled donor engagement review or periodic batch processing.
2.4. Automated integration with payment gateways recording successful transfers.
2.5. Workflow trigger upon tagging of donors for a campaign.
Platform Variants
3.1. Salesforce
• Feature/Setting: Use Nonprofit Success Pack or Donor Management objects; configure Process Builder/Flow for automating segmentation.
3.2. HubSpot
• Feature/Setting: Use Workflows to automate donor lifecycle tracking and active list segmentation via Marketing API.
3.3. Microsoft Dynamics 365
• Feature/Setting: Use Customer Insights and Power Automate for automatable donor history tracking and automated cohort creation.
3.4. Zoho CRM
• Feature/Setting: Configure automation rules and use Zoho Flow for segmenting donors based on field updates and donation metrics.
3.5. Blackbaud Raiser’s Edge NXT
• Feature/Setting: Use Constituent API for automated updating of donor profiles and segmentation queries.
3.6. DonorPerfect
• Feature/Setting: Integrate WebLink Forms and scheduled reports for automated segmentation and history updates.
3.7. Bloomerang
• Feature/Setting: Set up engagement level automators and segment rules using automated Filter API endpoints.
3.8. Little Green Light
• Feature/Setting: Use LGL forms submission triggers to automate activity tracking and trigger segment updates.
3.9. Kindful
• Feature/Setting: Automate donor group assignments using Kindful’s Workflow automator and Contact API integration.
3.10. Mailchimp
• Feature/Setting: Configure automated audience segmentation synced to donation activity via the Mailchimp API.
3.11. ActiveCampaign
• Feature/Setting: Automate donor segmentation with custom tags and segments using automation builder linked to donation triggers.
3.12. Google Sheets
• Feature/Setting: Automate donor import and update with Google Apps Script triggers upon data entry for dynamic segment creation.
3.13. Airtable
• Feature/Setting: Use Airtable Automations to trigger on donation log updates and segment donors into views.
3.14. QuickBooks Online
• Feature/Setting: Use the Donations endpoint and Reporting API to automate financial reconciliation and donor segmentation.
3.15. Stripe
• Feature/Setting: Automate event triggers for donations; pull data via Stripe Events API for donor tracking/segment logic.
3.16. PayPal
• Feature/Setting: Use Instant Payment Notification (IPN) automator for donation receipt, feeding segments via batch update APIs.
3.17. Xero
• Feature/Setting: Automate donor contact sync with Xero Contacts API, segment through reporting automations.
3.18. Slack
• Feature/Setting: Configure automated channel alerts for new or high-value donors via the Slack Events API.
3.19. Trello
• Feature/Setting: Automate card creation for donor segments; update lists based on triggers from CRM integrations.
3.20. Segment.com
• Feature/Setting: Use automated data collection and track calls to funnel donor activity across multiple tools.
Benefits
4.2. Enhances engagement by automated segmentation for targeted communication.
4.3. Increases audit accuracy through automatable record-keeping.
4.4. Improves donation impact analysis using continuously updated automated donor histories.
4.5. Facilitates automated scalability and compliance for convent fundraising teams.