For operations coordinators: Never miss Gift Aid changes

Operations coordinators miss Gift Aid additions from verification forms, leaving donor records incorrect. This ensures coordinators update records promptly and avoid missed Gift Aid additions.

Overview

Missed Gift Aid additions create donor-service and compliance risk for operations. This workflow routes every 'add Gift Aid' verification into your welcome-call tracking board so coordinators update donor records promptly. Customers report faster handoffs and fewer missed follow-ups.

Notable Features

Create change requests on board
Filter verification forms for Gift Aid
Notify operations coordinators of changes