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Update donor records and create entries for new donations

Update donor records and create entries for new donations

Donation records arrive without donor context, scattering gift amounts and donor history. Keep your donor board current so development can acknowledge gifts same day.

Update donor records and create entries for new donations

Overview

Stop reconciling gifts manually across fundraising and your project board; this flow records gifts and donor context where your team manages development. Program administrators can acknowledge donors and generate same-day summaries without extra data entry.

Update donor records and create entries for new donations