Donation and Fund ManagementPurpose
1.2. Enables seamless, automated recording, acknowledgment, and reporting of donor gifts and sponsorships, automating workflows from donation receipt to fund allocation, communication, and sponsor recognition.
Trigger Conditions
2.2. Automated sponsorship interest registration.
2.3. Donor gift payment confirmation automated detection.
2.4. Sponsorship renewal or expiry automates reminders.
2.5. Donation campaign milestones or automatedly set fundraising thresholds reached.
Platform Variants
3.1. Salesforce Nonprofit Success Pack
• Feature/Setting: Configure Donation and Gifts API endpoints for automated record creation and trigger Process Builder for donor communication.
3.2. Stripe
• Feature/Setting: Use automated Webhooks for payment received, donation tracking, and issuing automated receipts.
3.3. PayPal
• Feature/Setting: Automate IPN (Instant Payment Notification) endpoints to record transactions and automate sponsor notifications.
3.4. Mailchimp
• Feature/Setting: Utilize Automations for gift acknowledgment emails and automated sponsor newsletters.
3.5. Twilio SMS
• Feature/Setting: Configure automated SMS alerts on successful donations and automated event reminders to sponsors.
3.6. Slack
• Feature/Setting: Automated channel notifications for new gifts and scheduled sponsorship renewals via Slack APIs.
3.7. Google Sheets
• Feature/Setting: Automate appending new donations and sponsorship statuses with Sheets API for transparent program management.
3.8. Zoho CRM
• Feature/Setting: Automate donor and sponsor data capture with Workflow Rules and API integration for event-based triggers.
3.9. HubSpot
• Feature/Setting: Automated workflows for donor segmentation and sponsorship engagement using Event Triggers and Workflows.
3.10. Airtable
• Feature/Setting: Automate data sync and donor recognition tracking with Airtable Automations and API updates.
3.11. DocuSign
• Feature/Setting: Automated gift agreements using Templates and API-triggered sending upon pledge confirmation.
3.12. Microsoft Power Automate
• Feature/Setting: Create automated flows to update donation databases and automate follow-up tasks on milestones.
3.13. Eventbrite
• Feature/Setting: Automate sponsor event invitations and attendee tracking with Event API and automated email triggers.
3.14. QuickBooks Online
• Feature/Setting: Automated accounting integration for recording sponsorships and gift income using API endpoints.
3.15. Trello
• Feature/Setting: Create automated cards for every new gift or sponsor onboarding with Trello API and Automation Rules.
3.16. Google Calendar
• Feature/Setting: Automate sponsor acknowledgment events and reminder scheduling with Calendar API triggers.
3.17. Zendesk
• Feature/Setting: Auto-create donor support tickets and log follow-up with Zendesk API and automations.
3.18. Xero
• Feature/Setting: Automatedly sync financial data from gifts and sponsorships to accounts with Xero API triggers.
3.19. Typeform
• Feature/Setting: Capture gift/sponsorship forms and automate routing of responses to tracking systems.
3.20. Facebook for Business
• Feature/Setting: Automate campaign management and ad spend tracking for gift acquisition drives using Facebook Graph API.
3.21. Shopify
• Feature/Setting: Automate the sale of commemorative gift items, updating inventory and sending receipts with Shopify Admin API.
3.22. Intercom
• Feature/Setting: Automated live chat engagement for donor and sponsor inquiries, integrated with CRM for follow-up.
Benefits
4.2. Maintains real-time automated records for compliance and transparency.
4.3. Enhances sponsor and donor experience via timely, automated communication.
4.4. Improves fundraising outcomes with automated reminders, tracking, and engagement workflows.
4.5. Scales pagoda fund management by automatedly connecting multiple payment, CRM, and communication systems without manual intervention.