Donation Streamline

Donation Streamline

What is a Lockbox service?

Many nonprofits and other organizations will use a bank's Lockbox service to assist in processing any donations that were made offline - namely mailed-in checks. 


Essentially, the banks are tasked with opening all the envelopes, scanning the checks, depositing the funds, and providing a file of the transaction details.


There are two major benefits to using a Lockbox Service:


  1. It eliminates the labor-intensive burden for your personnel to manually open mail, make daily deposits, and post manual payments.
  2. It speeds up the reconciliation process for deposits.


Solertiae's integration improves upon this process by providing...

Automated transformation of Lockbox files to align with your CRM import format

Automated matching of checks to donors and designations

Web service for simple generation of import files for BillPay and DAF gifts

Daily delivery of import file for checks OR automatic import of batches with supported CRMs.

Simply put, Solertiae's Lockbox Integration adds another layer of automation to reduce and simplify what you have to do after your checks have been deposited... because we understand there's still a lot of work to be done!


With automated file transformation, donor matching, and other automated services, you can further free up your personnel to focus on your core mission!

Now supporting Lockbox Services for:

(If you're interested in adding another financial institution, please contact us)

Now supporting the following donor platforms:

(If you're interested in adding another donation platform, please contact us)

When it comes to advancement, we understand that processing and efficiently cataloging your donations is only part of the equation... while maintaining good donor relations serves as the other critical component. 


Click here to learn about how Solertiae is helping organizations augment their Donor Relationships with

Automated & Personalized Receipting!

Data Quality
Checks

Send emails & texts to your members to update/verify their contact records

Discipleship Cultivation

Track internal and external discipleship trends. Learn more...

Disciplemaker.io

Data Quality Checks

Send emails & texts to your members to update/verify their contact records

Discipleship Cultivation

Track internal and external discipleship trends. Learn more...

Disciplemaker.io

Engagement Maximizer

Use engagement indicators to bring less-engaged members towards the center of the fold

Member Journey

Create a consistent yet personalized onboarding experience for new members

Visitor Journey

Be organized & well-prepared
to ensure that all visitors feel properly welcomed

Relational Universe

Harness the information you have to segment your constituents for an optimal marketing and communications strategy

Receipt Orchestration

Make your most common touchpoint with donors less transactional and more relational; regardless of complexity or volume

Offline Giving

Checks and Billpay are inherently inefficient - our automated solutions will increase the velocity and accuracy of your data entry

Online Giving

Off-the-shelf giving platforms have some gaps when it comes to serving nonprofits; let's align them to fit your unique business requirements

Personnel Data Management

Know where your global workforce is serving via intelligent lifecycle reporting-

this includes private contact information management

Building your own bespoke solutions can be costly

Sometimes a best-fit solution doesn’t exist. As a nonprofit, the idea of building something custom or bespoke can be costly territory as the overhead to design, support, and manage the solution once built is usually disproportionate to the cost your organization can carry ongoing. 


This is one of the key reasons we created Solertiae Labs and Work Essentials - to find ingenious solutions for common challenges facing a majority of our customers. We take on the complexity - and deliver you an elegant solution with predictable pricing.

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