Add donation and pledge records to constituent database

Donation records arrive unrecorded, delaying pledge tracking and thank-you mailings for school fundraisers. Capture donor and pledge details so staff send receipts and reconcile gifts same day.

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Overview

When gift data isn’t recorded reliably, acknowledgments and pledge tracking fall behind and stewardship suffers. This flow captures each incoming gift, standardizes donor contacts, and creates gift records so your development team can send receipts and reconcile pledges the same day.