Fundraising: keep donor records aligned across systems instantly

Project managers in fundraising lose donor updates between systems, causing missed outreach. This workflow keeps constituent records aligned both ways so development staff have accurate contact and giving info.

Overview

Small fundraising teams risk missed donor outreach when contact updates don't travel between systems. This workflow aligns constituent records both ways so development staff always work from the same accurate contact and giving data, reducing duplicate records and missed follow-ups.

Notable Features

Update constituent records both ways
Match and link duplicate donors
Notify project manager on conflicts