Automates donor communication and receipt generation from donation intake through follow-up messaging to strengthen donor relationships and ensure tax compliance. Streamlines the entire donor experience while maintaining detailed records for operational and tax purposes.
Donor completes donation drop-off at thrift store location
Each node represents an automated step. Connections show how data and decisions move through the workflow.
Detailed explanation of each automated stage in the workflow.
Donor information and donation details are captured at the intake desk using the POS system. Basic donation inventory and donor contact information is recorded.
Donor information is automatically synced to the donor management system and a new profile is created or existing profile is updated. Donation history and preferences are maintained.
System determines if donor requested a tax-deductible receipt and their preferred delivery method (email, print, or mail). Routes to appropriate receipt generation process.
Automated receipt is created with donation details, fair market value estimates, and IRS compliance language. Receipt is formatted according to donor's preferred delivery method.
Customized thank you message is sent to donor via their preferred communication channel. Message includes receipt attachment if requested and information about donation impact.
Automated follow-up sequence is triggered to maintain donor relationship through newsletters, donation reminders, and special event invitations. Timeline is based on donation frequency and value.
All donor communications are logged and receipt delivery is confirmed. Donor satisfaction survey is optionally sent and next engagement touchpoint is scheduled.
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