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Create or update donor record from form response

Create or update donor record from form response

Your offline cheque form submissions often lack matched donor records, causing manual lookups and delayed receipting. They become matched and recorded so gift processors can reconcile gifts same day.

Create or update donor record from form response

Overview

When offline cheque responses pile up, manual lookups slow receipting and stall reconciliation. This flow captures each submission into your donor board or creates a new record and flags cheques so gift processors can reconcile and issue receipts same day.

Create or update donor record from form response