Aligned fundraising systems

Keep Hospital Foundation Fundraising Data Moving Reliably

Keep fundraising systems continuously aligned so your team can work from current, reliable CRM data without exports, duplicate entry, reconciliation work or preventable campaign delays.

Request a hospital foundation workflow assessment

Hospital fundraising depends on systems working seamlessly together

When donor and donation data are spread across systems that don't work together, staff spend time on manual work instead of running fundraising campaigns.

SimpliPhi helps hospital foundations streamline daily operations by creating repeatable, scalable pathways between fundraising systems, CRM records, finance workflows and reporting environments.

One foundation. Many fundraising workflows.

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Grateful-patient fundraising

Apply privacy, consent, appeal and gift-coding requirements as authorized data moves into fundraising systems.

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Telemarketing

Import pledges, payments and campaign attributes through repeatable validation rules.

Tribute and memorial gifts

Tribute and memorial gifts

Preserve honoree, notification, acknowledgement and soft-credit details for accurate stewardship.

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Major gifts

Keep constituent and giving information current while preserving transaction controls.

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Peer-to-peer fundraising

Retain participant, team and donor relationships needed for reporting and stewardship.

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Community events

Connect registrations, tickets, sponsorships and gifts with the right constituent and fund.

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Lotteries and raffles

Process high transaction volumes without creating recurring spreadsheet backlogs.

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Finance reconciliation

Retain source IDs, batches and processing history so teams can trace every transaction.

How transaction data reaches Raiser’s Edge NXT

Charity Automator Data Flow is the operating layer that keeps fragmented fundraising systems continuously aligned so your team can work from current, reliable CRM data. That matters when you are coordinating Luminate Online, Engaging Networks, Financial Edge NXT, Raiser’s Edge NXT and other fundraising applications. Instead of manual exports and fragile handoffs, Data Flow applies approved matching, coding, validation and exception rules as records move between systems.

Hospital Foundation Data Flow explanation

Trusted by Leading Nonprofit Organizations
Chez Doris Douglas Foundation Le Phare LOGO Montreal Childrens Hospital Foundation LOGO CHEO Foundation LOGO UPMC Childrens Hospital Foundation LOGO Habilitas LOGO St-Marys Hospital Foundation LOGO CHUM Foundation LOGO CUSO International LOGO University Hospital Foundation LOGO Jewish General Hospital Foundation LOGO CAMH Foundation LOGO Myeloma Canada LOGO Cystic Fibrosis Canada LOGO Kidney Foundation of Canada LOGO Canada Hearing Services LOGO Trillium Health Partners Foundation LOGO Roswell Park Alliance Foundation IFCJ Canada LOGO Childrens Health Foundation Lakeshore General Hospital Foundation LOGO Mission Inclusion LOGO Childrens Wisconsin LOGO Ottawa Hospital Foundation LOGO Cedars Cancer Foundation LOGO Montreal General Hospital Foundation LOGO

Choose the operating model that fits your foundation

Charity Automator Data Flow provides managed automation. Our team configures, monitors and maintains the workflow, while your staff retain control over business rules and decisions requiring institutional knowledge.

Approach What your team manages Best fit Typical trade-off
Manual imports

Exports, formatting, matching, coding, validation and reconciliation
Low-volume or occasional workflows
Staff time and risk rise with volume
Self-managed integration software

Configuration, monitoring, errors, maintenance and recovery
Teams with dedicated integration expertise
Operational ownership remains internal
Managed automation service
Business decisions, exception review and workflow approval
Complex, high-volume or mission-critical workflows
Requires implementation collaboration and exception management

Designed for high-volume and seasonal fundraising

Year-end giving, signature events, lotteries and emergency appeals can compress thousands of transactions into a short period. A dependable workflow maintains matching, coding and validation rules during peak periods, surfaces actionable exceptions and keeps processing history available for reconciliation.

Roswell Park Alliance Foundation used Data Flow to process nearly 17,000 Luminate Online gifts, eliminate six to eight hours of weekly integration management and save approximately 30 hours per month.

 

Read the Roswell Park Alliance Foundation story

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Charity Automator Data Flow

Automate how data moves between your systems. No more manual exports or juggling import tools, just clean, connected information flowing automatically from Raiser’s Edge NXT, Luminate Online, Salesforce, Fundraise Up, and more.

Explore Data Flow →

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Charity Automator Data Warehouse

Bring all your fundraising, finance, and marketing data together in one reliable source of truth. With unified reporting and advanced insights, you can see the full picture of your organization’s impact.

Explore Data Warehouse →

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AmpliPhi.app 

Smart Segmentation. Use your clean data to fundraise smarter. AmpliPhi.app helps you segment audiences, personalize outreach, and turn insights into action.

Explore AmpliPhi →

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Managed Fundraising Operations

We provide hands-on support to manage critical fundraising processes, from data health and gift processing to donor services and advanced BI and reporting.

Explore Fundraising →

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Consulting Services

Design the right foundation for growth. Align your systems, processes, and data structure with expert guidance, from CRM implementation to team training.

Explore Consulting →

Optimization and training create more value from existing systems

Many foundations already own the tools they need, but disconnected workflows, inconsistent coding, duplicate entry and missing documentation keep those systems from delivering full value. System optimization focuses on where technology, process and ownership are slowing your team down before you add another tool.

Training should be embedded in real workflows. That includes role-based CRM training, data-governance habits, reporting interpretation, integration workflow training, responsible AI use and secure review practices for donor information.
System Optimization for Efficient Foundation Operations

Platforms and data sources we connect to

Common environments include Raiser’s Edge NXT, Financial Edge NXT, Luminate Online, Salesforce, Engaging Networks, Blackbaud Internet Solutions, Classy, DonorDrive, Race Roster, CrowdChange, Ascend, Public Outreach, CanadaHelps, Gravity Forms and structured CSV or text-file sources. Custom API and file-based connections are available.

For hospital foundations working with Engaging Networks and Raiser’s Edge NXT, SimpliPhi can map the operational workflow between those systems and remove repeated manual import work. When reporting needs extend beyond daily record movement, Data Warehouse supports analysis on top of the integrated data set.

Read the technical guide to automating hospital-foundation donor data workflows
Data Flow - How To

Request a hospital foundation workflow assessment

We will review your systems, workflows, reporting needs, matching logic, coding requirements, exception process and reconciliation priorities. You will leave with a clearer view of where fragmentation is slowing your team down and where dependable automation can improve readiness.

Request a hospital foundation workflow assessment

Frequently asked questions

What is fundraising data automation for hospital foundations?

It is the controlled movement of donor, transaction and campaign data between fundraising platforms, CRMs, finance systems and reporting tools.

Can SimpliPhi connect Engaging Networks to Raiser’s Edge NXT?

Yes. SimpliPhi can configure a managed workflow between Engaging Networks and Raiser’s Edge NXT based on the source data, required fields, approved coding and matching rules, and exception handling process.

How should we think about Data Flow?

Data Flow is the operational layer that keeps fundraising systems aligned. It supports current CRM data, smoother daily operations and fewer delays caused by disconnected tools and manual handoffs.

How is Data Warehouse different from Data Flow?

Data Flow moves and validates operational records between systems. Data Warehouse supports reporting and analysis from a consolidated analytical view across those systems.

Can Data Warehouse create a single supporter record?

Data Warehouse can create a consolidated analytical view across systems for reporting and segmentation. It should not be presented as a replacement for CRM master-data management.

Does automation support finance reconciliation?

Yes. Source identifiers, batch information, coding and processing history make transactions easier to trace.

How long does implementation take?

Timing depends on systems, complexity, data quality, testing and organizational availability. SimpliPhi defines a phased plan after discovery.

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