Marketing ops: Alert fundraising & finance on check gifts
Marketing ops: Alert fundraising & finance on check gifts
Marketing ops miss donor follow-ups when transactions flagged as checks, causing reconciliation gaps and unrecorded gifts. It alerts fundraising and finance so gifts get recorded and reconciled.
Overview
Unflagged check donations create reconciliation gaps and risk unrecorded gifts for fundraising and finance. This workflow routes every check update to both teams, eliminating missed follow-ups and ensuring donations are processed and reconciled so finance closes cleanly and fundraisers can steward donors.
Notable Features
- Send alerts to fundraising & finance
- Format donor and check details
- Log notification in tracking table