Individual and organization donors
Maintain donor profiles, contact preferences, tags, internal notes, linked users, and relationship history.
Donor management
Manage donors, gifts, campaigns, and receipts
Give nonprofit teams one place for donor records, monetary and in-kind gifts, campaigns, receipts, pickup requests, delivery scheduling, driver itineraries, and reports.
What it supports
Keep donor information, giving history, and pickups connected
Staff can review contact details, preferences, notes, interactions, gifts, campaigns, funds, and receipt information from one donor record. Coordinate donation pickups and deliveries from request and approval through scheduling and completion.
Monetary gifts
Record online, offline, recurring, and imported gifts with the right campaign, fund, location, and status.
In-kind donations
Track donated items, intake method, location, estimated value, and supporting details.
Campaigns and funds
Organize giving around active campaigns and funds and follow progress over time.
Receipts and giving portal
Manage receipt status and give linked donors a secure place to review their giving history.
Reports and integrations
Filter and export giving activity, with support for connected services such as Stripe and Zeffy.
Pickup requests and approvals
Collect donation pickup requests through public forms or record requests received by phone. Capture item details, preferred times, and access instructions, then review and approve pickups before scheduling.
Pickup and delivery scheduling
Schedule pickups and deliveries with time windows and assigned drivers. Send email confirmations and reminders to consenting contacts, and track visit progress and completion.
Driver itineraries
Organize daily driver routes, reorder stops, and give drivers the addresses, contact details, item lists, and access instructions they need. Download itineraries as printable PDFs or CSV files.
Delivery vehicles
Maintain your organization’s vehicle list and choose the truck or van for each itinerary. Keep vehicle instructions with the day’s work.
Focused driver access
Give drivers access to their assigned routes and visits. Drivers can review contact and handling instructions, start visits, and record completion or a reason they could not finish.
Pickup and donation reconciliation
Record item exceptions and follow up on failed visits. Link completed pickups to received in-kind donations so operational work and giving records stay connected.
Pickup & delivery operations
Turn donation requests into an organized day on the road
Keep the office, driver, and donor working from the same plan. Coordinate pickups and deliveries together, with clear arrival windows and a saved outcome for every visit.
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1
Collect and approve requests
Accept website pickup requests or record a phone call. Capture the items, address, availability, and access instructions, then approve the pickup before promising a visit.
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2
Build the day’s itinerary
Choose a driver and vehicle, combine pickups and deliveries, and arrange stops with arrival windows. Scheduling checks for overlapping visits assigned to the same driver.
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3
Keep everyone informed
Send confirmations and reminders to contacts who consent to email updates. Record phone follow-up and give drivers a current PDF or CSV route sheet.
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4
Complete the visit and connect the gift
Drivers save completed or failed outcomes and item exceptions. The office can reschedule a visit or link an accepted pickup to its received in-kind donation.
Questions about donor management?
Contact us to discuss the donor management module and how it could support your organization.