Fundraising teams: capture and tag donors on payment

Fundraising coordinators lose acknowledgments and attribution when donations go unrecorded. It adds or updates donor records and logs gifts so fundraising starts stewardship and preserves attribution.

Overview

Undocumented donations break stewardship and muddle campaign attribution, leaving fundraising teams scrambling. This workflow ensures every gift creates or updates a donor record and logs the transaction so fundraising can begin acknowledgement and attribution immediately. Teams report faster response times and near-zero missed acknowledgments.

Notable Features

Create or update donor records
Tag donors with campaign codes
Add opted-in donors to lists