Donor Management System
A donor management system that runs fundraising for you.
Online giving, automatic acknowledgments, campaign tracking and board-ready reporting, built for lean fundraising teams who cannot afford admin time.
Gift to stewardship
From the gift to the thank-you, without a manual step.
The gap between a gift arriving and a donor being thanked is where small fundraising teams lose people. Automation closes it.
Step 1
Gift received
Online, by card, by cheque or in person, recorded against the right donor and campaign.
Step 2
Receipt issued
Sent automatically with the details a written acknowledgment needs. No waiting for someone to have time.
Step 3
Record updated
Giving history, campaign totals and the donor's record update themselves.
Step 4
Stewardship and reporting
Follow-ups scheduled, and board-ready reports built from live data.
How we deliver it
Three ways in. We recommend the one that serves you.
The donor management market is crowded, and competing on features is not the point. The honest question is which route fits your workflow.
Configure & automate a leading platform
Best for most small nonprofits
We set up an established donor platform, then add the automations, portal and reporting around it. Faster to launch, lower maintenance, integrated with your website and accounting.
Custom donor system
For unusual workflows
A system built around a process off-the-shelf tools do not fit: donor records, gifts, campaigns and reports shaped to how you actually work, hosted on your managed VPS.
Integrate what you already have
When the system works but the process does not
Keep your current donor system and connect it to your forms, payments, email and dashboards. No migration risk, quick wins, clean data and fewer manual steps.
Compliance
Acknowledgment letters that meet the requirement.
In the United States, a donor claiming a charitable deduction for a gift of $250 or more needs a written acknowledgment from the organisation. It has to state whether any goods or services were provided in return, and describe them if so. Our templates cover that, and the system issues them automatically at the point of giving.
We build the templates; your finance lead reviews them, and counsel signs off for your state.
Source: IRS, Charitable contributions: Written acknowledgments. This is general guidance, not legal advice.
See it with real data.
We can walk you through a donor dashboard and portal with sample data, so you can judge the fit before committing to anything.
Next step
Find the first thing worth automating.
Thirty minutes, no cost, and you leave with your top three automation candidates whether or not we work together.