Nonprofit: fundraising and finance read the same donor

The setup

Director Tina fans giving@ out to two fundraisers and the finance officer. Everyone sees the same donor mail.

How the mail flows

1. A donor pledges a major gift with gift-aid forms attached Monday.
2. Fundraising and finance both hold the identical pledge within minutes.
3. The thank-you goes Tuesday; the claim starts Wednesday.
4. giving@ keeps the donor record auditors ask for.

Why Sinka fits here

• Finance stops discovering gifts at month-end.
• Gift-aid forms start moving the week they arrive.
• Trustee oversight is one login away, read-only by convention.

Watch out for

• Donor data is regulated — the same privacy rules must cover all three inboxes.
• Thank-you ownership must be explicit, or the donor gets three letters.