Donor Management & CRM
All donor interactions, self‑service to staff insights, under one roof.
A self‑service Donor Portal lets supporters update cards, download annual receipts, and view their giving history, while real‑time Dashboards reveal top donors, recent gifts, and campaign health at a glance. Organize every drive through flexible Campaigns, issue branded Automatic Receipts within seconds, and reach the right people with built‑in Email and Bulk Emailing tools. Behind the scenes, a comprehensive Donor History timeline captures each gift, pledge, and touch point so your team always knows the next best action.
Campaigns
- Archive completed campaigns to declutter views
- Segment donations by purpose, season or other purpose using campaigns
- Conduct Peer to Peer fundraising with individually customizable Fundraising Pages
- Use Web Elements and Checkout views per campaign
- Selectively enable campaigns on tablet and mobile apps
Campaigns
- Archive completed campaigns to declutter views
- Segment donations by purpose, season or other purpose using campaigns
- Conduct Peer to Peer fundraising with individually customizable Fundraising Pages
- Use Web Elements and Checkout views per campaign
- Selectively enable campaigns on tablet and mobile apps
Donor Portal
- Download individual or consolidated tax letters
- Manage or cancel recurring plans
- Edit contact details and communication preferences
- Reduces admin “please resend my receipt” emails by up to 40%
Donor Portal
- Download individual or consolidated tax letters
- Manage or cancel recurring plans
- Edit contact details and communication preferences
- Reduces admin “please resend my receipt” emails by up to 40%
Donor History
A single timeline logs every payment, pledge, note, and email conversation. Donor Fingerprint merges duplicates by card metadata and device signals, enriching profiles automatically over time.
Bulk Emailing
- Merge tags for first name, pledge balance, last amount donated, etc.
- Send emails immediately with custom branding
- Send emails to individual donors for specific communication
Automatic Custom Receipts
Branded HTML + PDF receipts are sent within seconds, using campaign‐specific thank‐you language and your reply‐to address.
- Display amounts, fees and other variables using short tags
- Customize tax deductible language and insert EIN
- Staff can resend or print directly from donation record
- Annual summary generated automatically on Jan 1
Automatic Custom Receipts
Branded HTML + PDF receipts are sent within seconds, using campaign‐specific thank‐you language and your reply‐to address.
- Display amounts, fees and other variables using short tags
- Customize tax deductible language and insert EIN
- Staff can resend or print directly from donation record
- Annual summary generated automatically on Jan 1
Dashboards
- Click any tile to drill into underlying transactions
- Custom date range selector (today, last 7 days, custom)
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Export current view to PDF for quick sharing
- Dasboards to monitor the performance of recurring donations, one time donations, pledges and individual donor history
Dashboards
- Click any tile to drill into underlying transactions
- Custom date range selector (today, last 7 days, custom)
-
Export current view to PDF for quick sharing
- Dasboards to monitor the performance of recurring donations, one time donations, pledges and individual donor history
Donor Notes
Log and edit internal notes so key context is visible the moment you open a record.
Communication History
A single timeline of emails, receipts, calls, and staff messages for each donor.
One‑Click Donor Merge
Resolve duplicates easily with suggested profile matches
Donor Fingerprint Match
Auto‑aggregate gifts to keep profiles complete over time.
Smart Segmentation Filters
Instantly slice donors by recency, gift amount, designation, or campaign, all without leaving the dashboard.
Quick Actions Bar
Email, resend receipts, add pledges, or tag donors directly from the dashboard.
