Create donation records from recurring payments into donor database
Create donation records from recurring payments into donor database
Recurring donations without linked donor records force manual reconciliation and delayed acknowledgments. Linked donations let finance and gift officers reconcile and acknowledge gifts same day.
Overview
Recurring gifts can arrive unlinked to donor records, creating reconciliation bottlenecks and delayed acknowledgments. This workflow finds or creates the constituent and logs a donation entry so finance and gift officers can reconcile and send acknowledgments same day.