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Donation formsDonation formsRecurring givingRecurring givingCampaigns and fundsCampaigns and fundsEvents and ticketingEvents and ticketingText-to-donateText-to-donateSoonView all
Donor CRMDonor CRMDashboards & ReportsDashboards & ReportsTax receiptsTax receiptsDonor communicationDonor communicationDonation magnetDonation magnetView all
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Run your charitywithout losing donors

What charities care about

Six things you can stop losing sleep over

Receipts that hold up at audit

Receipts carry your EIN or charitable registration number, use country-specific layouts, and disclose any goods or services received. They are sent automatically when a gift settles.

USIRS donation statement
Federal Tax ID (EIN): 12-3456789No goods or services were provided
CACRA official receipt summary
Charitable Registration #: 12345 6789 RR0001Eligible amount for income tax: $1,530.00

Bulk year-end statements

Generate every donor's annual summary in one bulk run. Donors can download their own copy from the portal at any time.

Tax Summary — 2025Generated Jan 15, 2026
$1,530.00
Download PDF

Fund-by-fund reporting

Give each program or appeal its own fund, link campaigns to it, and report on giving by fund.

Donations by fundThis year
Undesignated318 gifts$42,300
Building Fund92 gifts$18,400
Youth Programs61 gifts$9,750

Separate data per organization

Each organization's data stays separate, and donors who give to more than one can switch between them in the portal.

Your organizations
Shelter & Hope Fund⌄
Shelter & Hope Fund✓
Riverside Youth Alliance

Tribute gifts and donor outreach

Capture in-honor and in-memory gifts with the honoree's name on the receipt, and reach lapsed donors with targeted email campaigns.

✓Dedicate this gift in honor or memory of someoneTheir name will appear on your receipt.
In honor ofIn memory of
Honoree’s name *Eleanor Hayes

Dashboards and an audit trail

See donations, monthly recurring revenue, and fund performance at a glance, with a log of every administrative change.

Donations this year$84,300
Monthly recurring$6,150
Donors this year412
New donors97
Compliant receipts illustration

Security & compliance

Compliant receipts for the U.S. and Canada

DonorsBase ships receipt templates built for IRS and CRA requirements, so you never draft a layout from scratch or risk a receipt your regulator rejects.

United States

501(c)(3) and tax-exempt organizations

Receipts include your EIN, the no-goods-or-services language the IRS requires, and clear acknowledgement when something of value was received. Year-end summaries support Form 990 preparation and donor tax filing.

Canada

CRA-registered charities

Receipts formatted with your charitable registration number, advantage disclosure, and the exact language the CRA requires. Year-end summaries support your T3010 preparation without copy-pasting between systems.

Switchwithout losing a thing

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Switch for free.Keep everything.

We migrate your donors, giving history, recurring plans, and past receipts off your current platform at no cost. Most organizations are live in under two weeks, and nothing is lost along the way.

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