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For engineers: Create and assign in-memory donation tasks

For engineers: Create and assign in-memory donation tasks

Engineering teams handle in memory donations manually, causing missed acknowledgments. This flow creates follow-up tasks on your project board so stewardship staff start acknowledgments promptly and record fulfillment.

For engineers: Create and assign in-memory donation tasks

Overview

Missed acknowledgments for in-memory gifts damage donor relationships and stewardship outcomes. This workflow converts donation form submissions into assigned project-board tasks and notifications, eliminating missed follow-ups and creating a clear audit trail for stewardship leaders.

Notable Features

  • Create task from donation form
  • Assign task to stewardship owner
  • Attach donor note and documents

For engineers: Create and assign in-memory donation tasks