What Donor CRM does
Every part works from the same donor records, so a gift recorded today shows up on the donor's record, the campaign, the dashboard, and the next email's merge fields.
Donor records
Every person and organization you work with, with their full history on 1 record.
Individuals and organizations
Keep donors, foundations, businesses, and volunteers in 1 list.
Households and relationships
Group family members into households and link spouses, employers, and board connections.
Notes and timeline
See gifts, emails, tasks, and notes in order on each record.
Tags, groups, and levels
Tag donors, build groups from filters, and see each donor's giving level.
Custom fields
Add the fields your organization tracks that other systems don't.
Import and saved views
Bring in a spreadsheet of donors or past gifts. A donor with the same email is updated, not duplicated. Save the filters you use most.
Gifts and online giving
Record every gift once and see it everywhere it matters.
Donations
Record gifts by fund, campaign, and appeal, with payment method and acknowledgment status.
Pledges and recurring gifts
Track pledge balances and recurring gifts, and see upcoming due dates on the calendar.
Online giving page
Take gifts online through your organization's own Stripe account.
Campaign giving links
Share a giving link for each campaign so online gifts are credited automatically.
Thank-you emails
Pick a thank-you template that goes out after online gifts.
Totals by giving level
See what General, Mid, and Major donors gave this week, month, and fiscal year.
Campaigns and appeals
Plan a campaign from goal to final appeal and watch progress as gifts come in.
Goals and timelines
Set a goal, start date, and end date for each campaign.
Appeals
Plan each email or outreach push and see what it raised.
Funds
Keep restricted, endowment, and general gifts in the right fund.
Milestones
Mark key dates so they show on the campaign plan and the calendar.
Write and design emails inside the CRM, so every send is tied to your donor records.
Email designer
Build emails from blocks: headings, text, images, buttons, columns, and quotes.
Merge fields
Greet each donor by name and mention their last gift or giving this year.
Recipients
Choose by email interest, group, or tag, and exclude inactive or deceased records. Opt-outs are always left out.
Preview and test
Preview on desktop and mobile, send a test email, and check the reading level.
Scheduling
Write it now and schedule it to go out later.
Campaign credit
Tie an email to a campaign so the gifts it brings in are counted there.
Tasks and calendar
Follow-ups stop living in someone's head.
Tasks
Assign a task to a teammate with a due date, priority, and the donor it is about.
Email the assignee
The person you assign gets an email with the details.
Calendar
Tasks, events, appeals, campaigns, and recurring gifts due on 1 monthly calendar.
Drag to reschedule
Move a task to another day right on the calendar.
Events and tickets
Run galas, open houses, and volunteer nights without a separate ticketing tool.
Ticketed events
Sell tickets online through Stripe with an event page you can share.
Guest list
Track each guest as invited, going, maybe, declined, attended, or no-show, linked to their donor record.
Event tasks
Keep the catering, setup, and follow-up tasks for each event together.
Upcoming events
Your home screen shows what is coming up next.
Reports
The numbers your board and grant applications ask for.
Donor retention
How many of last year's donors gave again this year.
LYBUNT and SYBUNT
Donors who gave last year or some year, but not this year, ready to export.
Giving levels and top donors
How giving breaks down by gift size and who gave the most.
Appeal and campaign results
What each appeal raised and how campaigns compare.