Nonprofits
Volunteer scheduler
Fills each week's volunteer shifts from your list and reminds everyone the day before.
Rare
For nonprofits
Gift bookkeeper
Records each week's gifts in QuickBooks by fund, matched to Donorbox and the Stripe payouts, checks too.
- QuickBooks
- Donorbox
- Stripe
- Google Sheets
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsEvery Monday at 8:00
- 1Pull last week's gifts and fees from DonorboxDonorbox
- 2Match them to the Stripe payouts that hit your bankStripe
- 3Add the checks from your mailed gift logGoogle Sheets
- 4Note each gift's fund and flag restricted ones
- 5Ask you first before recording the week's depositsHe asks you first
- 6Record the deposits in QuickBooks by fund and classQuickBooks
- 7Text you the week's totals by fund
- What you getEvery gift recorded in QuickBooks by fund each week, matched to its payout, with restricted gifts flagged for you.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for nonprofits
Nonprofits
Newsletter writer
Writes your monthly Mailchimp newsletter from your team's stories and photos, and sends it after your OK.
Nonprofits
Volunteer onboarder
Takes each new volunteer from sign-up to orientation: your forms, your background check link and a date.
Nonprofits
Board pack builder
Builds your board pack from QuickBooks, the last minutes and program updates, and sends it a week ahead.