The Gift Lifecycle

From donation page to board report.
Every step closed.

Five stages. No manual intervention. Every compliance artifact generated, every task assigned, every stewardship touchpoint triggered — automatically from the moment Stripe confirms the transaction.

01
Stage One

Donor gives online.
Stripe closes the loop instantly.

Branded giving pages — targeted to your specific funds, causes, and campaigns — process gifts through Stripe with full PCI compliance. The moment payment is confirmed, a webhook fires and GiftSentry begins idempotent finalization. No manual step. No reconciliation queue.

  • Cause-specific, multi-allocation giving pages with your branding
  • Cards, ACH, saved payment methods, recurring schedule creation
  • Webhook-driven finalization — idempotent, no duplicate records
  • Donor contact synced, ledger entry posted, analytics updated
  • Employer match detected, verification loop initiated automatically
FAMU Annual Fund $25 $100 $250 •••• •••• •••• 4242 Give $250 Stripe Payment confirmed Webhook fired payment_intent.succeeded GiftSentry · Idempotent finalization Transaction · Donor sync · Ledger post · Analytics Receipt queued Recurring created Match task opened
02
Stage Two

Compliance loop activates. No one has to remember.

The moment a gift finalizes, GiftSentry evaluates your receipt policy and routes accordingly. Small gifts auto-issue. Large gifts queue for approval. Non-cash contributions generate Form 8283 prefills. Employer match verification emails go out. No one has to remember to do any of it.

  • Receipt policy gate — auto-issue under threshold, staff approval above
  • KYC verification required for large donations before issuance
  • Form 8283 prefill PDF generated for non-cash contributions
  • Acknowledgment letters issued on request, stored permanently
  • Employer match verification email sent to donor's work address
  • Consolidated match task queue organized by employer
RECEIPT POLICY GATE Gift amount check Policy: auto-issue < $500 · VP approval ≥ $500 · KYC ≥ $5,000 ≥ $5K · KYC < $500 · Auto ≥ $500 · Approve KYC verification Identity docs requested Auto-issued IRS-compliant PDF + email Staff approval queue VP review · Notify NON-CASH CONTRIBUTION PATH Securities / real estate / equipment intake Donor submits → Form 8283 prefill generated → Acknowledgment letter
03
Stage Three

Stewardship workflows execute automatically.

The workflow studio builds multi-step stewardship sequences that run on their own schedule — thank-you emails, impact reports, renewal reminders. When a donor replies, the system detects it and resumes the waiting workflow. Human tasks route to the right staff member with full context.

  • Thank-you sequence fires within minutes of gift confirmation
  • Wait states pause execution for 2 days, 30 days, or until reply received
  • Email reply detection — inbound email resumes the paused workflow
  • Human tasks created for gifts above threshold ("gift officer must call")
  • Renewal reminders triggered 30 days before recurring gift anniversary
  • Dry run mode — test workflows before activating on live donor data
STEWARDSHIP WORKFLOW · 6 STEPS ⚡ Trigger: Gift finalized event-driven ✉ Send immediate thank-you email template · personalized ⏸ Wait 2 days · or until donor replies Email reply detected → resume immediately 📨 Impact report: "Your gift at work" scheduled send ⏸ Wait 30 days For recurring donors 🔄 Renewal reminder + recognition stewardship loop CONDITIONAL LOGIC · HUMAN TASKS · AI GENERATION
04
Stage Four

Intelligence compounds. The next gift is already in progress.

Every gift updates the donor's engagement score. Segments recalculate in real time. AI research workflows identify capacity signals. The next campaign is already being built from the donor's behavior before the current gift is fully stewardarded.

  • Engagement score updated — gift frequency, email opens, events, decay
  • Segment membership recalculates — LYBUNT removed, sustainer added
  • Research task surfaced if donor crosses capacity threshold
  • CRM activity logged — gift, receipt, stewardship steps all tracked
  • Board report KPIs updated in real time
INTELLIGENCE UPDATES Engagement score 78 / 100 ↑ Segment update LYBUNT → removed Monthly Sustainer → added CRM Activity logged Gift · Receipt · Stewardship steps · all in one timeline Visible to gift officers · Searchable · Exportable Board Report KPIs updated $148,320 ↑ 847 donors ↑ $175 avg ↑ Retention: 72% +3 more
The Difference

Without GiftSentry vs with it.

Without GiftSentry
Gift processed in Stripe. Receipt forgotten until donor asks.
Employer match sits in someone's inbox for weeks.
Form 8283 is a manual Word doc that has to be emailed.
Stewardship task assigned in a team meeting — then lost.
LYBUNT list built in Q1, not activated until Q3 because syncing to Meta requires a "project."
Board report takes 3 hours to pull because data lives in four systems.
With GiftSentry
Gift finalized. Receipt issued in minutes per your policy — no human required.
Employer match verification loop runs automatically. Consolidated task for batch submission.
Form 8283 prefill generated the moment donor submits non-cash contribution.
Stewardship workflow fires, thank-you sent, task created for gift officer — all structured and trackable.
Segment updates in real time. Meta audience sync with one click, governed and audited.
Board report ready on demand — KPIs live, GAAP statements in under an hour.
See It Running

Ready to see all five stages working in your sandbox?

We'll import a sample of your institutional data, configure your receipt policy, and run a live gift through the full lifecycle during your demo call.

Request Demo → Explore all capabilities