Keep donor, household and donation records linked for IT

IT admins lose donor links from payment webhooks, creating orphaned gifts and reconciliation gaps. Create linked donor, household and donation records so finance gets reconciled data for reporting.

Overview

Orphaned donations and reconciliation gaps create audit risk and extra manual work for finance. This workflow creates and links donor, household and donation records from payment webhooks so finance receives complete, reconciled records and audits run more smoothly.

Notable Features

Create donor and household records
Link payments to donor profiles
Attach receipt links to records