Project managers keep monthly gifts recorded and flagged

Project managers lose acknowledgments and face reconciliation gaps when monthly gifts aren't recorded. Import payment events into your donor CRM and flag gifts for accounting review so stewardship and reconciliations proceed smoothly.

Overview

Project managers risk stewardship gaps and reconciliation headaches when monthly gifts aren't captured reliably. This workflow captures payment events, ensures each gift lands in your donor database with an accounting flag, and eliminates manual chase-ups so stewardship and bookkeeping stay on schedule.

Notable Features

Import monthly payments into donor CRM
Flag gifts for accounting review
Create donor records ready for audit