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
Check identity, financial history, and communication choices before merging two donor records into one.
CharityStack· July 22, 2026·4 min read
Recurring giving
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