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- Fundraising Campaign Manager
- Integrations
Integrations
Connect provider confirmations to the right case and keep external effects verifiable.
- Fundraising Campaign Manager
- Payment provider
- Employer evidence
- Platform accounts
Systems to connect
- Payment provider. Bring in confirmed receipt references and obtain explicit acknowledgement for an eligible disbursement request.
- Employer evidence. Attach employer confirmation to the selected matching gift claim. Record any later payment as a separate confirmed receipt.
- Platform accounts. Link each team member to a platform user and the correct organization before assigning a case or review.
How connections are governed
Assign a person to own each connection, its credentials and error response. Test one successful and one uncertain provider result against an operation receipt. Keep an external reference with the local effect, and let the Operations Analyst investigate a pending or failed result before anyone repeats a request. Agree which system supplies the authoritative receipt confirmation and how a correction is documented.
Set up Fundraising Campaign Manager your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.