This article is intended to explain how the integration with Kindful operates and address frequently asked questions.
There are seven events that can trigger RaiseDonors to initiate an integration to a CRM. Those are:
- A new donation
- A new note in a donor account
- Updating donor information
- Modifying a recurring profile
- Terminating/suspending a recurring profile
- Refunding a donation
- Pull donation history for donor portal
Currently, RaiseDonors only supports three of these events with Kindful:
- New Donation (one-time and/or recurring)
- Refunding donation
- Updating donor information. Whether the donor or admins makes changes, those will be pushed to Kindful.
All other events are currently ignored.
Although Kindful supports split fund gifts natively, this integrationI does not currently support split fund gifts. through Kindful's API. RaiseDonors will include any and all fund allocation information in the gift's notes field. You'll need to closely monitor incoming gifts and read the notes field to see if multiple funds allocations are provided.
|RaiseDonors Data||Kindful Data|
|"Once" or "Monthly" for recurring gifts||N/A|
|Simple or Verbose Notes (*)||Gift Notes|
|"Credit Card" or "ACH" depending upon gift type||Transaction Type|
|card brand (if gift type = CC)||n/a|
|Donation.Donor.BillingAddress.Address1||Address Line 1|
|Donation.Donor.BillingAddress.State||State / Province|
|If Multiple Funds...|
|Donation.Fund[x].Amount||Will be sent in the Gift Notes.|
|Donation.Page.ProductCode||Will be sent in the Gift Notes.|
|Donation.Page.FairMarketValue||This value will be sent over as the non tax deductible amount. The gift will also be marked as "not a donation".|
When an administrator performs a void or refund inside of RaiseDonors, an integration will be sent to Kindful to reverse the gift.
If your donor base is located in the United Kingdom and your donor opts into Gift Aid, RaiseDonors will send this information along in the gift comments.
If one of the corporate matching integrations is activated and the donor has provided information for his/her employer, RaiseDonors will include this information in the gift comments.
By default, RaiseDonors will include the following information in the gift comments,
- Fund allocations
- Donation ID
- Gift Type:
- One time
- New recurring schedule
- Recurring schedule instance
- Referral URL (If your donor was referred from any website to give a gift, that original url will be included.)
- Authorization Number
- Transaction ID
- RaiseDonors Page where the donation originated
- Any comment from the donor provided in the donation
- Shipping address (when applicable)
Verbose notes will include the following,
- Payment information details
(ie: credit card type, last 4 digits, expiration date, and gateway name)
- Motivation Code
- Source Code
- Google UTM codes
- IP address of the donation
- Product Name and Product Code (when applicable)
- Media outlet (when applicable)
- In Honor of / In Memory of information
- Gift aid (True / False)
- Test Mode (True / False)
If the donor supply's an organization name while donating, the organization name and the donor name will be sent to Kindful. Kindful will merge the company name with the matching contact.
Whether the gift is a one time, the setup of a recurring gift, or an instance of a recurring schedule, the data is sent to Kindful in the same way. The only difference will be indicated in the gift comments, providing context about the gift and it's associated recurring schedule.
Currently not supported.
If a donation includes a media attribution, RaiseDonors will include this value in the gift comments.
Donations with products, shipping address, fair market value, and tax deductible vs non-tax deductible
If a donation in RaiseDonors includes a product, the gift sent to Kindful will include a non tax deductible amount, equal to the fair market value in RaiseDonors, from the page the donor gave through. The gift will also be indicated as "not a donation".
The shipping address will be included in the gift comments.
Any changes the donor makes to his/her contact information will be sent to Kindful. There is currently no integration to pull giving history from Kindful and present to the donor in the giving portal.
Yes, please feel free to check out the resources here to read up on Kindful's help articles.
... Will Kindful be creating a help article about RaiseDonors for us to point to? ..