Automating Donation Processing in Blackbaud Luminate Online and Raiser's Edge for a Top 100 Canadian Impact Charity
IDW Extracts Donations from Luminate, Matches Donors in Raiser's Edge, Validates Addresses via Canada Post
Client Overview
A top 100 Canadian impact charity serving over 4 million people annually across six mission areas. The organization manages high-volume donation intake and complex donor relationships across multiple systems and geographic regions.
The Challenge
Understanding the operational bottlenecks
Manual Donation Processing Creates Bottlenecks
Staff manually logged into Luminate Online, an industry-leading online fundraising platform, to extract donation records several times daily. Each gift then had to be manually matched to existing donor records in Blackbaud Raiser’s Edge, the CRM used to track donor history, and to prevent duplicate profiles. They then had to verify each donor's address manually using Canada Post's database. During peak giving periods, processing fell hours behind, delaying donor acknowledgment.
Data Quality Issues Pile Up
Email addresses ended up in phone fields, phone numbers in email fields and inconsistent formatting prevented records from matching to existing donors leading to donors having multiple profiles. These issues accumulated until staff discovered thousands of flawed and duplicate records.
Business Impact
Delayed donor processing meant late gift acknowledgment, hurting donor relationships at key moments. Poor data quality made it difficult to understand donor lifetime value. Staff spent thousands of hours annually on manual clean up instead of focusing on fundraising strategy.
The IDW Solution
Intelligent automation across the entire workflow
Automated Intake and Constituent Matching
The HachiAI IDW pulls donation records from Luminate Online daily. Each donation runs through a matching process that checks donor details against Raiser’s Edge using email, phone, and other fields. New donors or uncertain matches are flagged for staff review. Processed donations are downloaded into a clean batch file with a generated batch number, ready for staff to review and post.
Intelligent Validation and Data Quality Monitoring
The IDW runs weekly queries in Raiser’s Edge to catch common data entry errors, such as email addresses in phone fields and vice versa. Results are saved to CSV and automatically emailed to the team for review.
End-to-End Address Validation
The IDW uses the Canada Post AddressComplete API, a real-time address validation and autocomplete tool, to validate and standardize donor addresses. Any invalid or incomplete addresses are flagged in the batch summary so staff can correct it before uploading to Raiser’s Edge.
Visual Process Breakdown
IDW takes over the E2E process, performing exactly as a human would
Smart Validation Logic
Enterprise-grade rules engine ensuring absolute accuracy
Donor Matching
IDW compares donation records against existing donor databases by email, phone, address, or secondary identifiers. Flags new donors and uncertain matches for staff review.
Field Validation
IDW verifies all linked constituent fields containing appropriate data types. Detects misplaced email and phone entries.
Address Verification
IDW connects to Canada Post AddressComplete service to validate and standardize donor addresses. Flags non-matching addresses for staff review.
Batch Assembly
The IDW organizes validated donation records into structured batches ready for Raiser’s Edge import.
Data Quality Audit
The IDW monitors existing and incoming records for common issues. Generates weekly reports with frequency and affected records.
Duplicate Detection
IDW identifies potential duplicate donor records based on name, email, phone, or address similarity.
Systems & Integrations
Seamlessly connecting with your existing enterprise infrastructure
Business Outcomes
Measurable impact across the organization
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