Individual and organization donors
Maintain donor profiles, contact preferences, tags, internal notes, linked users, and relationship history.
Donor management
Give nonprofit fundraising teams one place for donor records, monetary and in-kind gifts, campaigns, funds, receipts, interactions, and reports.
What it supports
Staff can review contact details, preferences, notes, interactions, gifts, campaigns, funds, and receipt information from one donor record.
Maintain donor profiles, contact preferences, tags, internal notes, linked users, and relationship history.
Record online, offline, recurring, and imported gifts with the right campaign, fund, location, and status.
Track donated items, intake method, location, estimated value, and supporting details.
Organize giving around active campaigns and funds and follow progress over time.
Manage receipt status and give linked donors a secure place to review their giving history.
Filter and export giving activity, with support for connected services such as Stripe and Zeffy.
Contact us to discuss the donor management module and how it could support your organization.