Smarter Week

How to automate it

How to automate “enter donations and match them across systems”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

60 min
typically, once a week
75%
of the time can be automated
Some setup
to set up

Fix 1 of 1

Automation

Connect your giving platforms to the CRM so gifts enter themselves

Online donations, events and payment processors can sync gifts straight into the donor CRM with the right fund and campaign. You only enter cheques, and even those can be scanned.

Typically saves about 65% of the time2 h to set up
  1. 1List every place money comes in (website form, events, Facebook, PayPal, cheques).
  2. 2Turn on the native integrations between those tools and your CRM, or build a Zapier or Make flow.
  3. 3Map each source to the right fund and campaign.
  4. 4Reconcile with finance monthly and fix duplicates in one batch.

Tools: Your donor CRM (Bloomerang, DonorPerfect, Little Green Light, Neon CRM, Virtuous, Blackbaud Raiser's Edge NXT or Salesforce) · Givebutter, GoFundMe Pro or Donorbox · Zapier or Make

Quick wins

Have you tried…

Do thank-you emails and receipts go out automatically when a gift arrives?
Your donor CRM can send a personal-sounding thank-you and tax receipt within minutes of a gift, and flag big gifts for a personal call.
Do online and event donations flow into your donor CRM by themselves?
Giving platforms can sync each gift straight into the CRM with the right campaign, so nobody downloads and re-enters donations.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Fundraiser / development officer

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Other common tasks for Fundraisers / development officers