Donor CRM / Sign in
Donor CRMDonations · this run
Pending donations
0 of 7 pulled
SourceTypeStatusDonations
Website Online form Queued 0
Stripe Card processor Queued 0
PayPal Recurring giving Queued 0
CanadaHelps Giving platform Queued 0
Benevity Workplace giving Queued 0
Classy Giving platform Queued 0
Facebook Fundraisers Social fundraising Queued 0
Cheque / mail-in Offline Queued 0
Pre-authorized debit Recurring Queued 0
Bank transfer EFT Queued 0
Events / peer to peer Campaign Queued 0
Securities / DAF Major gifts Queued 0
Donations 6 unique donations · matching
First nameLast nameChannelAmountMatchRegion
AishaKarimStripe$100 Pending—
DavidmissingCanadaHelps$250 Pending—
MariaSantosPayPal$50/mo Pending—
JamesO'ConnorBenevity$75 Pending—
PriyaSharmaWebsite$500 Pending—
LiamBrodeurFacebook$40 Pendingmissing
Donor database
Master records
Search
Donor record Copied
First name
Last name
Email
Phone
Street
City / Province / Postal
Region
Donor since
Daily batch
6 donations ready
RegionDonorsDonationsAmount
Region 133$850.00
Region 222$125.00
Region 311$40.00
Total66$1,015.00
Exporting... Building daily donation batch
In progress
Donation receipts
0 of 6 selected
DonorReceipt #Status
Aisha KarimRCPT-••••Pending
David ChenRCPT-••••Pending
Maria SantosRCPT-••••Pending
James O'ConnorRCPT-••••Pending
Priya SharmaRCPT-••••Pending
Liam BrodeurRCPT-••••Pending
Charity Org OFFICIAL DONATION RECEIPT
Charity registration No. ••••• RR ••••
DonorAisha Karim
Receipt #RCPT-1001
Address•••• Burnhamthorpe Rd
Mississauga, ON L5B 3C2
Date2026-06-18
Amount received$100.00
Eligible amount for tax purposes$100.00
Official receipt for income tax purposes
De-duplication Scanning 7 records
DonorChannelAmount
Aisha KarimStripe$100
DavidCanadaHelps$250
Maria SantosPayPal$50/mo
James O'ConnorBenevity$75
Priya SharmaWebsite$500
Liam BrodeurFacebook$40
DavidCard processor$250

Scanning for duplicates

No results found No donor matches that search.
Region record missing Donation held
DonorLiam Brodeur
ChannelFacebook Fundraisers
Amount$40
No region on the pulled record. Look up the donor.

Region recovered from the donor database. Donation kept, not dropped.

Create new donor New
First name
Last name
Email
Phone
Street
City / Province / Postal
Region
Donor since
Tax receipts generated 6 official donation receipts issued and emailed to donors
Accounting System
Post donations Draft
Donations by region
RegionDonorsDonationsAmount
Region 1
Region 2
Region 3
Total
GL lines
AccountDescriptionAmount
4000Donations total
5200Expenses
InboxReady
Select a message
New emailDaily donations
Donation-Batch.xlsx

Daily summary sent

Workflow checklist
  • Donations pulled from every channel
  • Consolidated and de-duplicated (1 duplicate removed)
  • Donations matched to donors
  • David Chen's last name completed from the database
  • New donor Priya created and first donation recorded
  • Liam's missing region recovered from the database
  • Daily donation batch exported (Donation-Batch.xlsx)
  • Tax receipts generated and emailed to donors
  • Day's totals posted to the accounting system by region
  • Summary emailed to the team
  • Process complete with zero manual entry