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Route donor records to high-value or standard process

Route donor records to high-value or standard process

Your donor spreadsheet isn't routed by receipt amount, delaying tax receipts and donor follow-up. This sends qualifying donors to the right path so receipts and acknowledgements are ready same day.

Route donor records to high-value or standard process

Overview

Stop manually triaging donor rows and eliminate late tax receipts; this routes qualifying donors into the correct high-value or standard processing path and triggers downstream document flows. Program coordinators and your executive office get receipts and acknowledgements prepared same day.

Route donor records to high-value or standard process