What is Hoop Donation Management and who should use it?
Donation Management is a CRM-connected feature designed for non-profit organizations and fundraising teams. It streamlines the entire giving process, from initial solicitation to final receipting and reporting. This tool is ideal for development teams looking to maximize fundraising efforts while minimizing administrative burdens.
It provides a single, unified flow for managing various types of gifts and donor data. Finance departments also benefit greatly from having clean, audit-ready data directly linked to donor records in the CRM, ensuring compliance and easy reconciliation.
How does the feature handle different types of gifts and pledges?
Hoop Donation Management offers robust support for a full range of giving options, accommodating how modern donors prefer to contribute. It simplifies the capture and tracking of complex financial commitments.
Key supported gift types include:
- Recurring frequencies for sustained support.
- Tribute gifts and employer matching programs.
- Designations with campaign rollups for accurate allocation.
- Pledge schedules with automated reminders and fulfillment tracking.
This comprehensive functionality ensures you never miss an opportunity to secure and steward any gift, regardless of its structure.
What is the typical setup process for Donation Management on Hoop?
Setting up Donation Management is straightforward, especially since it is built on your existing Hoop CRM foundation. The initial configuration involves setting up your donation pages and defining receipting rules. Since the feature is natively integrated, data mapping is seamless, ensuring a fast time-to-value.
You can begin accepting donations almost immediately after configuring your preferred payment processors and customizing the checkout experience. Full reporting functionality, including LYBUNT/SYBUNT tracking, becomes available as soon as your first-party data flows through the system, giving you immediate insights.
How are donor receipts, tax compliance, and privacy managed?
Hoop ensures that your organization remains compliant and respects donor privacy throughout the giving journey. The system automates the generation and issuance of compliant, tax-ready receipts, reducing manual work for your finance team.
Key compliance and privacy features:
- Issue compliant receipts and store letter history for audits.
- Batch deposits by date for easy bank reconciliation.
- Respect anonymous donors and manage opt-outs effectively.
This careful handling of sensitive information maintains donor trust while ensuring auditability and regulatory adherence.
What are the pricing plans for the Hoop Donation Management feature?
The Donation Management feature is available across several Hoop platform tiers, ensuring accessibility for various organizational sizes and needs. The feature is included in the core, pro, and enterprise pricing plans.
Organizations on the core plan receive essential functionality, while those on the pro and enterprise plans gain access to more advanced features, such as enhanced reporting dashboards and more sophisticated stewardship journey automation tools. Contact your Hoop account manager for a detailed breakdown of features specific to each tier.
Does Hoop Donation Management support event fundraising and donor-advised funds?
Yes, Hoop provides specialized support for complex fundraising scenarios, including events and DAFs. The platform allows you to effectively manage funds from various sources within the same CRM-connected system.
For events, you can:
- Tie ticket sales directly to donations.
- Issue legally compliant split receipts for gala purchases that include benefits.
The feature also allows you to track DAF gifts and acknowledgments, reconcile them to donor records, and properly attribute influence through householding and soft-credit rules, all while respecting privacy requirements.
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