Non-profit donation processing template

Steps in this flowchart

• Donation received
• Channel?
• Payment via Stripe, PayPal or Givebutter
• Log & deposit at bank
• Confirm transfer with broker or fund
• Match or create donor record in CRM
• Restricted gift?
• Code to restricted fund or program
• Code to general operating fund
• Record gift in Salesforce NPSP or Bloomerang
• Issue tax-deductible receipt
• Major gift over threshold?
• Personal thank-you call from ED or board
• Automated thank-you email
• Assign to major gifts officer
• Add to stewardship journey
• Reconcile CRM with accounting monthly
• Year-end giving statement

How to use this flowchart template

1. Click Open in the editor. The flowchart opens on a new page in FlowDiagram — nothing is uploaded and there is no sign-up.
2. Rename, add or delete shapes and drag them where you want; connectors stay attached as things move.
3. Drop in vendor logos from the library — 1,160 of them, including every AWS, Azure and Google Cloud service icon — or restyle it with the colour and theme controls.
4. Prefer text? Edit the Mermaid source below and paste it in through ☰ → Import diagram (see the Mermaid editor); it imports as an editable diagram.
5. Export to PNG, SVG or PDF, or press Ctrl+L for a link that carries the whole diagram.

Mermaid source

The whole template is the text below. Paste it into FlowDiagram, keep it in Git next to the code it describes, or hand it to an AI assistant to extend.

flowchart TD
  A((Donation received)) --> B{Channel?}
  B -->|Online| C[Payment via Stripe, PayPal or Givebutter]
  B -->|Cheque or cash| D[Log & deposit at bank]
  B -->|Stock or DAF| E[Confirm transfer with broker or fund]
  C --> F[Match or create donor record in CRM]
  D --> F
  E --> F
  F --> G{Restricted gift?}
  G -->|Yes| H[Code to restricted fund or program]
  G -->|No| I[Code to general operating fund]
  H --> J[Record gift in Salesforce NPSP or Bloomerang]
  I --> J
  J --> K[Issue tax-deductible receipt]
  K --> L{Major gift over threshold?}
  L -->|Yes| M[Personal thank-you call from ED or board]
  L -->|No| N[Automated thank-you email]
  M --> O[Assign to major gifts officer]
  N --> P[Add to stewardship journey]
  O --> P
  P --> Q[Reconcile CRM with accounting monthly]
  Q --> R((Year-end giving statement))

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