Small nonprofits
Small U.S. & Canadian organizations
Up to ~500 donors. Replace the spreadsheet with a donor CRM, send branded receipts automatically, and let donors download or re-send their own receipts from the portal.
Shared across both countries
Whether you file with the IRS or the CRA, these problems should not be solved manually.
Track gifts against specific funds and programs from the moment they come in, and report on giving by fund.
Capture tribute and memorial gifts with the honoree on the receipt, and email lapsed donors with targeted campaigns.
Donors view their giving history, download receipts, update payment methods, manage recurring gifts, and request prior-year statements.
United States
DonorsBase ships every template, field, and workflow the IRS expects, so you never draft a receipt layout from scratch or risk a filing that gets rejected.
IRS compliance
Every receipt includes your EIN, the no-goods-or-services language the IRS requires, and a clear acknowledgement when something of value was received. Year-end statements run in a single bulk action; donors re-download their own copies anytime.
Board & 990 reporting
Real-time dashboards on revenue, recurring giving, donor retention, and fund performance, plus an audit log of every administrative change. The records your accountant needs for Form 990 preparation, in one place.
Multi-entity
Run a parent 501(c)(3) and its chapters or fiscally-sponsored projects from a single login. Each program's data stays cleanly separated; the head office sees the complete rolled-up view.
Canada
DonorsBase ships every receipt template, disclosure field, and workflow the CRA expects, so you never draft a layout from scratch or risk a receipt your regulator rejects.
CRA compliance
Receipts formatted with your charitable registration number, advantage disclosure, and the exact language the CRA requires, generated automatically the moment a gift settles. No manual formatting, no risk of a receipt being rejected.
Year-end reporting
Run every donor's annual summary in a single bulk action. Year-end summaries support T3010 preparation without copy-pasting between systems. Donors re-download statements through the portal at any time.
Multi-entity
Run a federation, denomination, or head office plus its branches from a single account. Each registered charity's data stays cleanly separated; reporting rolls up exactly where you need it.
Who it's built for
Small nonprofits
Up to ~500 donors. Replace the spreadsheet with a donor CRM, send branded receipts automatically, and let donors download or re-send their own receipts from the portal.
Mid-sized nonprofits
500–5,000 donors. Run several campaigns and funds at once, segment donors for targeted outreach, and sync donations to QuickBooks Online.
Faith-based
Recurring gifts that retry failed cards and let donors update their own, plus separate funds for general, missions, building, and benevolence giving.
Schools, alumni & PTAs
Tag donors by class year for reunion appeals, filter them in seconds, and generate year-end statements in bulk.
Healthcare foundations
Track every department or service line as its own fund, capture tribute and memorial gifts at checkout, and give board and finance reviewers view-only access.
Community foundations
Track and report on multiple funds separately, with a donor portal where each supporter sees only their own giving.
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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