IRS-compliant receipts and year-end statements
Every receipt includes the EIN, the no-goods-or-services language the IRS expects, and a clear acknowledgement when something of value was received. Year-end statements run in a single bulk action and donors can re-download them themselves.
Restricted, designated, and program funds
Track gifts against specific funds, programs, and appeals separately. Restricted gifts stay restricted in your reports so the right money lands against the right purpose — and your auditor smiles.
Reporting your finance team and board can trust
Real-time dashboards on revenue, recurring giving, retention, and fund performance. An audit log of every administrative change, useful for finance reviews and 990 prep.
Donor stewardship without extra staff
Households and tribute gifts are handled correctly. Welcome flows for first-time givers, milestone recognition for sustainers, and re-engagement for the donors you have not heard from in a year — running quietly in the background.
Multiple programs, one platform
Run a parent organization plus its chapters or fiscally-sponsored projects from a single login. Each program's data stays cleanly separated; the head office sees the rolled-up view.
Donor portal that takes work off your team
Donors view their giving history, download receipts, update payment methods, manage their recurring gift, and request prior-year statements — without contacting your office.