Say goodbye to scattered spreadsheets and siloed databases. Unify donor histories, automate personalized acknowledgments, and grow your recurring giving circle from one central platform.
Spreadsheet Chaos vs. Modern Donor Intelligence
• Donor notes locked in personal staff email inboxes
• Forgotten acknowledgments for major contributions
• Zero visibility into recurring monthly pledge drop-offs
• Hours wasted every January manually creating 501(c)(3) receipts
• Over 55% of first-time donors never give a second gift
• 360-degree timeline of every gift, email, call, and event attended
• Automated instant tax receipts sent within 60 seconds of donation
• Smart recurring partner dunning recovers failed monthly payments
• 1-click annual tax summary blasts to all supporters
• Proven 45% boost in annual donor retention rate
Everything You Need to Steward Lifelong Supporters
View complete supporter histories: lifetime giving amount, average gift size, campaign source, communication logs, and event RSVPs.
See retention workflowsTrigger IRS-compliant 501(c)(3) tax receipts automatically after online gifts, and deliver year-end tax summary statements with one click.
Learn about tax automationTrack high-capacity benefactors, grant deadlines, and foundation proposals across custom visual Kanban stages to close more major gifts.
Explore pipeline managementCommon questions about switching to our nonprofit donor management CRM.