Send new donation notification emails to program and finance teams
Send new donation notification emails to program and finance teams
Your donation records can go unnoticed when gifts are added without team alerts, delaying reconciliation and stewardship. Get formatted donation summaries by email so handlers can reconcile and acknowledge gifts same day.
Overview
When gifts enter your CRM without alerting handlers, reconciliation and stewardship slip through the cracks. This workflow sends a concise, formatted donation summary to program and finance stakeholders so gifts are reconciled and acknowledged the same day.