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Create or update donor records from new donations

Create or update donor records from new donations

Your donations may not match supporter profiles, leaving fundraisers without personalized acknowledgment or proper lists. It keeps supporter records accurate so coordinators can act same day.

Create or update donor records from new donations

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Overview

When donations arrive without linked supporter records, fundraisers miss timely acknowledgments and segmentation. This flow creates or updates supporter profiles automatically so coordinators can acknowledge gifts and act on donor segments the same day.

Create or update donor records from new donations