Automated Direct Mail Gift Processing for Nonprofits

It is a product that connects supported lockbox or caging provider outputs with Raiser’s Edge NXT. It applies configured matching, gift-coding and validation rules, creates gifts on appropriate constituent records, and flags transactions that require review.

Provide the lockbox or caging provider details, representative transaction files and document images, Raiser’s Edge NXT field mappings, gift-coding rules and exception categories. Confirm the reply-piece identifier and who generates and captures it. If payment-provider or bank enrollment is required, the nonprofit completes that setup.

The CRM destination is Raiser’s Edge NXT. The product connects to supported lockbox or caging providers that can supply the agreed transaction data and document outputs. Provider compatibility and file requirements are confirmed before implementation.

No. The lockbox or caging provider receives and scans returned mail and handles the financial workflow. SimpliPhi automates the related CRM data workflow and does not act as merchant of record or manually key card numbers.

The setup maps the organization’s agreed response identifiers and provider fields to Raiser’s Edge NXT constituent and gift fields. Appeal, package, campaign, fund, gift subtype and date handling are configured and tested against representative examples.

The product flags transactions requiring human validation, such as incomplete payments, unmatched identifiers, non-gift correspondence or constituent updates. The review owner, access point and resolution process are agreed during setup; the product does not treat every returned item as an automatically approved gift.

Scanned reply forms, checks and related correspondence are stored as standard attachments on the gift record in Raiser’s Edge NXT. Users can download the attachments from Raiser’s Edge NXT. Charity Automator does not currently integrate with external file-storage services such as AiryDocs or SharePoint.

No. Provider file formats and image delivery differ. For the current Canadian Symcor ULBX deployment, transaction data and financial and non-financial IFT image packages are delivered over SFTP, and Symcor sends X9 cheque-clearing files to the client’s bank. U.S. provider requirements are confirmed for each integration.