Add donation rows and donor tags to spreadsheet
Add donation rows and donor tags to spreadsheet
When donation records are scattered, gift teams can't reconcile gifts or prioritize outreach. You get clean donor rows with tier flags and subscription checks for same-day stewardship.
Overview
If donation rows are scattered, reconciliation and timely stewardship slow down and donors go unacknowledged. This flow centralizes every gift into a single worksheet, flags tiers and list membership, and gets program coordinators the context they need for same-day outreach.