Donation operations
A donation receipt and a thank-you note do different jobs
Automate accurate gift records for every donor, then route a small exception queue for personal thank-you notes and follow-up.
CharityStack· July 24, 2026·4 min read
Ideas for fundraising, beautifully.
Product updates, fundraising playbooks, and the road to intelligent giving — from the team building CharityStack.
Fundraising software 4 Donor operations 3 Donation operations 2 Donor management 2 Recurring giving 2 Company 1 Data hygiene 1 Data migration 1 Donor acknowledgment 1 Donor experience 1 Fundraising operations 1 Fundraising workflows 1 Online donations 1 Payment disputes 1 Payment recovery 1 Reconciliation 1 Risk management 1
Donation operations
When a donor disputes a gift, build the evidence packet first
Use a reason-specific evidence packet to decide whether to accept, contact the donor, or challenge a nonprofit donation chargeback.
CharityStack· July 24, 2026·4 min read
Donor operations
Before you merge duplicate donor records, run three checks
Check identity, financial history, and communication choices before merging two donor records into one.
CharityStack· July 22, 2026·4 min read
Donor operations
How to reconcile online donations to bank deposits
Match each online gift to its processor transaction, payout, and bank deposit, then resolve the first broken handoff.
CharityStack· July 21, 2026·4 min read
Fundraising software
A minimum viable fundraising software migration
Protect gifts, recurring donations, donor identity, receipts, and reconciliation before moving lower-value fundraising history.
CharityStack· July 20, 2026·5 min read
Recurring giving
When a recurring donation fails: a four-state recovery workflow
Use a four-state queue to manage failed recurring donations, automated retries, donor payment updates, and staff follow-up without crossed wires.
CharityStack· July 20, 2026·5 min read
Company
Why we're building CharityStack
The nonprofit I worked for didn't survive two years — it couldn't fundraise and run its programs at the same time. That's the problem we built CharityStack to end.
Mahdin Choudhury· June 5, 2026·3 min read