Donation & Fundraising ManagementPurpose
1.2. Automate real-time tracking of incoming donations and allocation of funds to specific pet adoption or welfare programs.
1.3. Eliminate manual data entry, reduce errors, and accelerate monthly and annual financial reporting.
1.4. Facilitate compliance automation for regulatory audits concerning nonprofit financials.
1.5. Automate reconciliation between donation records and banking transactions for transparent reporting.
Trigger Conditions
2.2. Recurring donation processed through payment gateway.
2.3. Batch upload or nightly automation of funding events.
2.4. End-of-month/quarter accounting system sync scheduled automation.
2.5. Manual override: account manager triggers immediate sync when discrepancies are found.
Platform Variants
3.1. Stripe
• Feature/Setting: Configure "Payment Intent Succeeded" webhook to automate pushing new donation data to accounting API.
3.2. PayPal
• Feature/Setting: Enable IPN (Instant Payment Notification) to automate triggering data sync routine for each donation event.
3.3. QuickBooks Online
• Feature/Setting: Use "Create Sales Receipt" or "Add Donation" endpoint via API automation to log donations.
3.4. Xero
• Feature/Setting: Set up automated "Bank Transaction" endpoint to receive and categorize incoming donations by campaign.
3.5. Salesforce Nonprofit Success Pack
• Feature/Setting: Automate creation of "Donation Opportunity" object, mapped to specific Funds in accounting.
3.6. Blackbaud Raiser’s Edge NXT
• Feature/Setting: Configure "Gift Added" webhook to automate posting gifts to accounting integration API.
3.7. Donorbox
• Feature/Setting: Activate Webhook URLs to automate sending donation events to target accounting service.
3.8. GiveButter
• Feature/Setting: API integration to automate "Donation.Created" event syncing to GL (General Ledger).
3.9. Zoho Books
• Feature/Setting: Automator setup for creating automated journal entries from donation API payloads.
3.10. Sage Intacct
• Feature/Setting: Use “AR Invoice” API endpoint to automate entry of donation data.
3.11. NetSuite
• Feature/Setting: Automate record creation in "Donations" Custom Record Type via RESTlet endpoint.
3.12. Fundraise Up
• Feature/Setting: Webhook events to automate donation data delivery in real-time to ERP system.
3.13. NeonCRM
• Feature/Setting: Activate API endpoint for "New Donation" to trigger accounting sync automations.
3.14. Plaid
• Feature/Setting: Use “Transactions” endpoint to automate matching of bank feed to donation ledger.
3.15. FreshBooks
• Feature/Setting: Automation rule for creating payments as “Other Income” from integrated data source.
3.16. Donately
• Feature/Setting: Webhook integration to initiate automation of donation-to-accounting entry.
3.17. Microsoft Dynamics 365 Fundraising and Engagement
• Feature/Setting: Use Power Automate to trigger donation data mapping to accounting module.
3.18. Braintree
• Feature/Setting: "Transaction Disbursed" webhook triggers automation to update accounting systems.
3.19. Classy
• Feature/Setting: API “Donation Created” event automates population of accounting fields in backend.
3.20. GoFundMe Charity
• Feature/Setting: Download donations data via API or CSV and automate scheduled accounting imports.
Benefits
4.1. Automates consolidation of multisource donation data for seamless accounting entry.
4.2. Significantly automates reduction of human error in donation bookkeeping.
4.3. Accelerates tax compliance and automates financial transparency in audits.
4.4. Automatedly enhances donor trust via timely and accurate receipting powered by automation.
4.5. Improves staff productivity by automating repetitive entry, freeing resources for core nonprofit missions.