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Giving

Donation formsDonation formsRecurring givingRecurring givingCampaigns and fundsCampaigns and fundsEvents and ticketingEvents and ticketingText-to-donateText-to-donateSoon

Managing donors

Donor CRMDonor CRMDashboards & ReportsDashboards & ReportsTax receiptsTax receiptsDonor communicationDonor communicationDonation magnetDonation magnet

Donor self-service portal

Cross-organization givingCross-organization givingDashboard, taxes & receiptsDashboard, taxes & receiptsAccount controlsAccount controls

Running your org

Volunteer managementVolunteer managementIntegrationsIntegrationsSecurity & complianceSecurity & compliance
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For CanadaCRA receipts and workflows for registered charities.For CanadaFor USAIRS receipts and 501(c)(3) reporting, built in.For USAFor charitiesDonor CRM, receipts, and tax summaries.For charitiesFor non-profitsCampaigns, recurring giving, and reporting.For non-profits

Resources

BlogBlogFundraising and retention playbooksHelp centerHelp centerStep-by-step setup guidesFAQFAQSetup, migration, and securityAboutAboutWhy we built DonorsBaseContact usContact usQuestions, plans, or migration helpMigrationMigrationBring your donors and history
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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
Cross-organization givingCross-organization givingDashboard, taxes & receiptsDashboard, taxes & receiptsAccount controlsAccount controlsView all
Volunteer managementVolunteer managementIntegrationsIntegrationsSecurity & complianceSecurity & complianceView all
View all features
For CanadaFor USAFor charitiesFor non-profits
BlogBlogHelp centerHelp centerFAQFAQAboutAboutContact usContact usMigrationMigration
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How can we help?

Search the guides below or browse by topic. Everything you need to set up DonorsBase and get the most out of it.

Getting startedGetting startedSet up your account, connect payments, and go live.Donations & paymentsDonations & paymentsGateways, the donation form, recurring giving, and fees.Donors & dataDonors & dataImport, deduplicate, and segment your donor records.Receipts & taxesReceipts & taxesAutomatic receipts and year-end tax summaries.Account & securityAccount & securityTeam roles, two-factor authentication, and access.
Getting started

Getting started

  • Connect a payment gatewayConnect Stripe, PayPal, or Authorize.Net in a couple of minutes so you can start accepting donations.→
  • Embed the donation form on your websiteAdd a branded donation button or form to any site: WordPress, Squarespace, Webflow, Wix, or plain HTML.→
  • Invite your team and set rolesAdd staff with the right level of access, from view-only board members to full administrators.→
Donations & payments

Donations & payments

  • Which payment gateway should I use?Stripe, PayPal, and Authorize.Net each have strengths. Here's how to choose, or use more than one.→
  • Set up recurring givingLet donors give monthly, quarterly, or annually, and recover failed payments automatically.→
  • Let donors cover processing feesAdd an optional checkbox so donors can cover the processing fee and 100% of their gift reaches your cause.→
Donors & data

Donors & data

  • Import your donors from a CSVBring your existing donors and giving history over with smart column mapping and duplicate detection.→
  • Find and merge duplicate donorsKeep one clean record per supporter so giving totals and receipts stay accurate.→
  • Segment donors for a campaignTarget the right supporters using tags, giving history, recency, and fund interest.→
Receipts & taxes

Receipts & taxes

  • Generate year-end tax summariesProduce compliant annual statements for every donor in one bulk action and email them in minutes.→
  • Customize your receipt brandingPut your logo, colors, and signature on automatic gift receipts and acknowledgement emails.→
Account & security

Account & security

  • Enable two-factor authenticationAdd a second layer of protection to staff accounts with an authenticator app.→

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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Donor management, donations, and stewardship, built for charities and nonprofits, with every feature from day one.

Product

  • Features
  • Giving
  • Managing donors
  • Donor self-service portal
  • Running your org
  • Book a Demo

Solutions

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  • For USA
  • For charities
  • For non-profits

Resources

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