Create CRM gifts from recurring donor transactions automatically
Create CRM gifts from recurring donor transactions automatically
Recurring donations sometimes arrive without matched donor records, leaving gifts unlinked and reports incomplete. It links gifts to contacts and creates a donation record same day.
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Overview
Unlinked recurring gifts create gaps in donor histories and slow reporting for programs and fundraising. This flow matches each recurring transaction to a contact and creates a CRM gift record, giving program staff same-day visibility into recurring support.