Skip to main content

Donation Tracking Stewardship

Track member giving with contribution statements, pledge management, and stewardship communications

Complexity: Moderate | Duration: 5-15m per batch | Category: Community/General

Tags: donations stewardship giving pledges financial-tracking

Workflow Diagram​

Steps​

Step 1: Offering collection​

Agent: finance

agent - Record weekly offering and online gifts

Step 2: Donor attribution​

Agent: finance

agent - Attribute gifts to member accounts

Step 3: Pledge tracking​

Agent: stewardship

coordinator-agent - Monitor pledge fulfillment

Step 4: Acknowledgment​

Agent: donor

relations-agent - Send thank you messages for gifts

Step 5: Giving statements​

Agent: finance

agent - Generate quarterly/annual giving statements

Step 6: Stewardship campaigns​

Agent: stewardship

coordinator-agent - Plan annual pledge campaigns

Step 7: Impact communication​

Agent: donor

relations-agent - Share ministry impact updates

Step 8: Recognition​

Agent: stewardship

coordinator-agent - Recognize faithful stewards appropriately

Step 9: Tax compliance​

Agent: finance

agent - Ensure contribution receipts meet IRS requirements

Step 10: Budget alignment​

Agent: finance

agent - Track giving vs budget projections

Usage​

To execute this workflow:

/workflow community/general/donation-tracking-stewardship.workflow

See other workflows in this category for related automation patterns.