Project managers prioritize failed donor gifts for recovery
Project managers prioritize failed donor gifts for recovery
Project managers miss failed recurring gifts, risking donation lapse. Alerts send consolidated failure details to payments so finance can prioritize recovery and prevent lapses.
Overview
Missed first-attempt failed gifts can lead to donation lapse and extra reconciliation work for finance project managers. This workflow captures payment failures, delivers consolidated details to the payments inbox, and creates CRM follow-ups so finance can prioritize recovery. The result is faster response times and far fewer missed follow-ups on failed recurring gifts.
Notable Features
- Notify payments inbox with details
- Include donor contact and payment method
- Create follow-up task in CRM