Create donor gift and match note in donor database
Create donor gift and match note in donor database
Your campaign donations sometimes skip posting to the donor database, leaving gift details and donor context missing. It creates matched gift records and donor notes so stewardship can follow up same day.
Overview
Online gifts that land without donor context slow stewardship and delay receipts. This flow reliably creates gift records and matched donor notes so fundraising and stewardship teams can issue receipts and follow up same day.