Donation & Fundraising ManagementPurpose
1.2. Automatedly manage recurring payment schedules, donor communications, and receipts for streamlined financial support.
1.3. Automating donor engagement and retention by systematically reminding and renewing recurring commitments.
1.4. Enable pet adoption non-profits to dedicate more time to animal welfare by reducing manual donation tracking tasks.
1.5. Automator for sending customized reminders (email, SMS, push) to maximize sustained contributions.
Trigger Conditions
2.2. Upcoming recurring donation payment date (daily, weekly, monthly).
2.3. Failed payment or incomplete donation transaction.
2.4. End of current donation commitment (e.g., annual renewal period).
2.5. Customizable donor inactivity period (e.g., automate reminder after 60 days without payment).
Platform Variants
3.1. Stripe
• Feature: Subscription API – automate creation and management of customer recurring payments.
• Setting: Configure `subscriptions.create` and automate `invoice.payment_succeeded` webhook triggers.
3.2. PayPal
• Feature: Billing Plans/Agreements API – automate recurring payment collections.
• Setting: Set up `subscriptions` endpoints and automate notification webhooks.
3.3. Salesforce Nonprofit Success Pack
• Feature: Recurring Donations – automate donor cycles and reporting.
• Setting: Automate with Process Builder or Flow for reminder dispatch.
3.4. QuickBooks
• Feature: Recurring Invoices – automate sending recurring billing for pledges.
• Setting: Use `RecurringTransaction` for donation automations.
3.5. Mailchimp
• Feature: Automations workflow – automate donor reminder emails.
• Setting: Set up donor journey email queues triggered by tags.
3.6. Twilio
• Feature: Automated SMS – automate recurring donation reminders via programmable SMS API.
• Setting: Use `Messages` API to automate scheduled SMS reminders.
3.7. SendGrid
• Feature: Marketing Campaigns – automate recurring donor reminder blasts.
• Setting: Configure automations using campaign schedule and event webhooks.
3.8. HubSpot
• Feature: Workflows – automate donor engagement lifecycle.
• Setting: Trigger automations based on deals/donations status updates.
3.9. Zapier
• Feature: Multi-app automator – connect donation, payment, and communication tools.
• Setting: Automate workflows linking payment, CRM, and email services.
3.10. Google Calendar
• Feature: Automated reminders – automate recurring donor event reminders.
• Setting: Auto-generate calendar invites for internal team follow-ups.
3.11. Zoho CRM
• Feature: Workflow Rules – automate recurring payment reminders.
• Setting: Configure workflow for recurring donation cycles.
3.12. Constant Contact
• Feature: Email Automations – automate scheduled donor reminders.
• Setting: Configure automation triggers based on tag segments.
3.13. Donorbox
• Feature: Recurring donations – automate setup and reminders via API.
• Setting: Use REST API to trigger donor comms and manage intervals.
3.14. NationBuilder
• Feature: Automated Communication – automate donor recurring action flows.
• Setting: Configure automation sequences for renewals and receipts.
3.15. Blackbaud Raiser's Edge NXT
• Feature: Automated Recurring Giving – automate donor solicits and renewal cycles.
• Setting: Use Workflow Designer for automating engagement steps.
3.16. ActiveCampaign
• Feature: Marketing Automation – automate recurring donation reminder campaigns.
• Setting: Set up if/then automations for recurring contacts.
3.17. Shopify (for merch-based donations)
• Feature: Subscription Apps – automate recurring charitable merch charges.
• Setting: Configure third-party subscription app APIs for donation products.
3.18. Slack
• Feature: Workflow Builder – automate staff reminders for donor follow-up.
• Setting: Use scheduled reminders to streamline team tasks.
3.19. Freshdesk
• Feature: Ticket Automations – automate donor support tickets.
• Setting: Set auto reminders for overdue donation-related queries.
3.20. Intercom
• Feature: Operator Bots – automate donor support and reminder messages.
• Setting: Trigger messages based on donor journey automation rules.
3.21. Airtable
• Feature: Automations – automate recurring donation records and notifications.
• Setting: Configure scheduled scripts for donation reminder tasks.
3.22. Microsoft Power Automate
• Feature: Automated Flows – automate donor comms across platforms.
• Setting: Build multisystem reminder flows for recurring donation events.
Benefits
4.2. Automatedly boosts donor retention and lifetime value for pet adoption causes.
4.3. Automating reminders minimizes lost donations from missed payments or commitments.
4.4. Streamlines workflows so more staff resources can be allocated to animal welfare.
4.5. Enhances visibility over donor lifecycle with automated dashboards and engagement histories.