Know every donor, and raise more from the ones you have.
Donor records, gifts, campaigns, email, and follow-up tasks in 1 system, built for small development teams who do it all.
Click Home, Constituents, Calendar, Emails, Campaigns, or Reports to look around.
Everything your development team tracks, in 1 login
Stop keeping donors in a spreadsheet, gifts in accounting software, and appeals in an email tool that doesn't know who gave. Every part works from the same donor records.
Donor records
Individuals, organizations, and households with giving history, notes, tags, and relationships on 1 record.
Gifts and online giving
Record gifts by fund and campaign, track pledges and recurring gifts, and take gifts online through Stripe.
Campaigns and appeals
Set a goal and timeline, plan each appeal, and see what every appeal raised.
Design emails with merge fields, pick recipients by interest, group, or tag, and schedule the send.
Tasks and calendar
Assign follow-ups, see tasks, events, appeals, and recurring gifts on 1 calendar.
Events and tickets
Sell tickets online and track who registered for each event.
Reports
Retention, LYBUNT and SYBUNT lists, giving levels, top donors, and appeal results.
Thank the right people at the right time
Your home screen flags first-time and major gifts for a thank-you call, and every email can greet donors by name and mention what they gave this year.
- A donor calls list for first-time gifts and gifts over your major gift level
- Merge fields for first name, last gift, and giving this year
- LYBUNT and SYBUNT lists so lapsed donors get a personal ask
- Tasks that email the person assigned, with the donor linked