Welcome to Agentic Gift Processing thatposts every gift to the fund it was given for.
A processing backlog is where donor goodwill leaks. Risely's agents post each gift to the right fund and clear the receipt the same day, then lift out the gifts that deserve a person.
Gift processing · today's batch
posting
Receipts out
queued
it posted to the named fund, and the stewardship clock started today
flagged for a human note, because this is how major donors begin
acknowledgment drafted for the family and held for a person to read
Receipts are automatic, because a tax receipt is a compliance document. Acknowledgments and personal notes wait for a person.
Every gift lands on the fund it was given for.
Risely reads the designation, the memo line, and the gift agreement behind a pledge. When a gift arrives with nothing to read, Risely holds it rather than guessing.
Where each gift lands
read from the designation
A pledge payment
the named scholarship it created
A gift with a memo line
the department fund the memo names
An employer match
the same fund as the gift it matches
A gift with no designation
held, because guessing is worse than asking
A gift posted to the wrong fund breaks the impact report a year later, and nobody finds it until the donor does.
The receipt clears on the day the gift does.
A receipt three weeks late tells the donor exactly how much the gift registered. Receipting is a compliance document rather than a relationship, so Risely runs it and nobody spends an hour on it.
Gift to receipt
queued
A receipt three weeks late tells the donor exactly how much the gift registered. Same-day tells a different story, and costs nobody an hour.
The batch lifts out what deserves a person.
A first-ever gift, a memorial gift, a stretch well past the donor's pattern. Risely routes each one to the right person with the reason attached, and that person writes the note.
Lifted out of the batch
waiting on a person
routed to · the annual fund manager
routed to · the director
routed to · the officer on the record
A first gift is the most predictive gift in the file. Risely makes sure a person sees it, and the person writes the note.
The stewardship clock starts the day it posts.
The posting date sets the anniversary, so the year-one impact report lands when the donor expects it. Nothing waits for somebody to remember which month the gift arrived in.
The stewardship year starts at the posting
Day one
the gift posts, and the stewardship year opens
Month three
the fund's first spend lands on the record
Month nine
the recipients and their term are known
The anniversary
the impact report is drafted and waiting
Because the clock starts on the posting date, the year-one report lands on the true anniversary rather than whenever somebody remembers.
One thing moves. The batch re-posts.
A miscoded designation, a returned payment, a match that arrives a month later, a pledge that gets restructured. Any of them changes the ledger, and every one runs the same way.
A gift arrives miscoded
sent to the general fund by mistake
Risely reads the designation
against the gift agreement on file
The posting corrects
to the named scholarship, the same day
A person approves the exception
one row, one review
The stewardship clock restarts
on the right fund's anniversary
What changes, and how it runs.
The backlog stops existing
Gifts post to their funds and receipts clear on the day the money arrives.
The human moments get a human
A first gift, a memorial, a stretch: each routed to a person with the reason attached.
Stewardship starts on time
The posting date sets the anniversary, so the year-one report lands when it should.
The technical read
Connects read-only to your CRM, gift ledger and finance system to start
A person approves every exception and writes every personal note
Every posting and correction lands on an append-only log
Runs alongside what you have. Nothing rips out.