Scripting on Donations

Donation items use the standard Item scripting hooks. The post-processing hook is particularly important for donations because it fires after the financial record is committed — making it the right place for matching gift checks, major gift notifications, and GL posting.

For the full scripting context reference, see Scripting Contexts.

Post-Processing Script on Donation Items

When it runs: After the donation transaction is saved.

What it can do:

• Check whether this donor’s employer offers matching gifts and trigger an outreach
• Notify a major gift officer when a gift exceeds a threshold
• Post the donation to an external GL or accounting system
• Update the donor’s lifetime giving total in an external CRM
• Create a pledge follow-up task if the gift was below a cultivation threshold

Example — major gift notification:

import "mailer";
if (orderItem.extendedPrice >= 500) {
    mailer.sendEmail(
        account.getProperty('majorGiftsOfficerEmail'),
        'Gift above threshold from ' + contact.firstName + ' ' + contact.lastName,
        'Amount: $' + orderItem.extendedPrice + ', Fund: ' + orderItem.fund.name
    );
}

Pre-Processing Script on Donation Items

Use the pre-processing hook to set a default fund designation from the donor’s giving history, or to apply a campaign-specific default designation when the item is selected.

Fund Custom Fields in Scripts

Fund custom fields are available on the orderItem.fund object:

// GL account code
var glCode = orderItem.fund.get('GL_ACCOUNT').value;

// Agency external identifier
var agencyId = orderItem.fund.get('AgencyCode').value;

See Customization on Funds for the custom fields you can define on funds, and Scripting Guide for the full reference.