For nonprofits & foundations
Fundraising that runs without the admin.
Donor records, online giving, acknowledgments and board reporting in one system, so a lean fundraising team spends its time with donors, not in spreadsheets.
What goes wrong
It is rarely the fundraising. It is the admin around it.
Small development teams lose donors to process, not to competition. These are the four we see most.
Acknowledgments go out late
A gift arrives, and the thank-you waits until someone has time. That gap is where donors quietly stop giving.
Donor history lives in three places
A spreadsheet, an inbox and someone's memory. Nobody can answer “when did they last give?” without digging.
Board reports are rebuilt by hand
Every month someone exports, tidies and reformats the same numbers, and they never quite match last month's.
Receipt compliance is a worry
Gifts of $250 or more need a written acknowledgment with specific contents, and getting it wrong is a real risk.
What we put in place
One system, from the gift to the thank-you.
Online giving that records itself
Card and one-off gifts land against the right donor and campaign, with no re-typing.
Donor management systemAcknowledgments that send themselves
Issued at the point of giving, with the contents a written acknowledgment needs.
Gift-to-stewardship automationReports built from live data
Board-ready figures assembled from the system, so the numbers agree.
BI and dashboardsA donor portal that answers questions
Giving history and receipts visible to the donor, so fewer emails reach you.
Client portalsHow it runs
One workflow at a time.
Nobody should replace their donor system in a single leap. We stage it so fundraising continues throughout.
- Step 1
Assess
We map how gifts actually flow today, and where the gaps are.
- Step 2
Architect
You choose: configure a platform, build custom, or integrate what you have.
- Step 3
Automate
Giving, receipts, records and follow-ups connected one workflow at a time.
- Step 4
Operate
Hosting, monitoring and improvement keep it running after launch.
You keep your current donor system if it works. Configuring a platform, building custom, and integrating what you already have are all options. see the three routes.
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.