Update donor gift totals when donor records change
Update donor gift totals when donor records change
Your donor records can show partial or duplicate gift amounts, which skews fundraising reports. Keep totals accurate for program coordinators and the Executive Director for same-day reporting.
Overview
Stale or partial gift totals make fundraising reports unreliable and slow stewardship. This flow recalculates and writes updated donor totals automatically so your program coordinators and Executive Director have accurate figures for same-day reporting and outreach.