Keep nonprofit donor records accurate and up to date
Keep nonprofit donor records accurate and up to date
Nonprofit owners miss donor info when form entries or spreadsheet rows are overlooked, causing stewardship gaps. Create or update donor contacts and gift records in your CRM so fundraising staff can follow up.
Overview
Missed form entries and spreadsheet rows create stewardship gaps that threaten donor relationships. This workflow captures every donation and keeps donor records current in your CRM, eliminating missed follow-ups and giving fundraising staff reliable data for outreach.
Notable Features
- Create or update donor contacts
- Record gifts as CRM donations
- Notify fundraising staff instantly