Easily Automate Your Charitable Giving Assessment Process

Donors are an essential part of any charity. That being said, organizations that receive donation requests from non-profits need a centralized workflow to route all of their requests appropriately. This Charitable Giving Assessment, Integrify Process App, makes it easy for outside organizations to fill out a donation request form and submit it to your organization. 

This specific process would look like this: an outside organization fills out the form pictured below and gets routed to a specific person or department at your company. After the form is received, in this example, it'll get routed to the director of corporate responsibility for approval or denial. With an approval task triggered, this task will go to Marketing to send out the donation, contact the requester, and end the process. If denied, it will complete the process and email the requester. 

Process

Form

Click here to see an expanded image of the form

This is just one of many Process Apps that Integrify has available for our customers. These are completely free for our customers to download and customize. They include all the tasks and forms you need, and all you have to do is input your recipients! If you think your organization would benefit from this process or any of our other process apps, reach out to Integrify for a demonstration of our automated solution.

Categories
Using Integrify   Workflow Ideas   Business Ideas  

Toni Buffa

Toni is a member of the Integrify marketing team and writes for the Integrify blog. Toni lives in Colorado and loves animals of all stripes.