Development teams: create CRM gifts when payments post

Development staff miss donations when payment events aren't logged, causing reconciliation gaps. Match or create donor contacts and log gifts in your CRM so stewardship and reporting start quickly.

Overview

Fundraising teams face reconciliation headaches and missed acknowledgments when donation payments aren't recorded. This workflow ensures each payment creates or updates a donor and a campaign-linked gift in your CRM, giving development and finance staff accurate records for stewardship and reporting.

Notable Features

Create or match donor contacts
Log donation opportunities automatically
Attach gifts to campaign records