Create donor and gift records from recurring donations
Create donor and gift records from recurring donations
Recurring donations sometimes don't post to your donor database, causing reconciliation gaps and delayed acknowledgements. It records donors and gifts so finance and stewardship can reconcile same day.
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Overview
When monthly gifts miss the ledger, reconciliation drags and donors wait for thanks. This workflow records recurring donations and links them to constituent profiles so finance and stewardship teams can reconcile and acknowledge gifts same day.