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Giving

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Managing donors

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Donor self-service portal

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

Running your org

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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

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Donor CRMDonor CRMDashboards & ReportsDashboards & ReportsTax receiptsTax receiptsDonor communicationDonor communicationDonation magnetDonation magnetView all
Cross-organization givingCross-organization givingDashboard, taxes & receiptsDashboard, taxes & receiptsAccount controlsAccount controlsView all
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For CanadaFor USAFor charitiesFor non-profits
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Track every donor,without adding staff

Shared across both countries

The fundamentals every nonprofit team needs

Whether you file with the IRS or the CRA, these problems should not be solved manually.

Campaigns and funds

Fund-by-fund tracking

Track gifts against specific funds and programs from the moment they come in, and report on giving by fund.

Donor CRM

Donor stewardship

Capture tribute and memorial gifts with the honoree on the receipt, and email lapsed donors with targeted campaigns.

Donor portal

Donor self-service portal

Donors view their giving history, download receipts, update payment methods, manage recurring gifts, and request prior-year statements.

United States compliance illustration

United States

Built for 501(c)(3) organizations

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

IRS-compliant receipts and year-end statements

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

Reporting your board and 990 preparer can rely on

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

One platform for every program, chapter, or fiscally-sponsored project

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 compliance illustration

Canada

Built for registered charities

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

CRA-compliant charitable receipts

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

Year-end summaries your treasurer and auditor trust

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

Multi-charity and multi-chapter management

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

Six types of organizations.
One platform
built to fit each one.

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.

Donation receipt$100.00September 19, 2026
completed
Download PDFEmail to me

Mid-sized nonprofits

Mid-sized organizations

500–5,000 donors. Run several campaigns and funds at once, segment donors for targeted outreach, and sync donations to QuickBooks Online.

Spring Appealactive
$18,400 raised of $25,000 goal
Donation forms2 linked

Faith-based

Churches, ministries & faith-led nonprofits

Recurring gifts that retry failed cards and let donors update their own, plus separate funds for general, missions, building, and benevolence giving.

Recurring gifts3 schedules
$50.00 · MonthlyNext Oct 19Active
$150.00 · QuarterlyNext Nov 1Active
$600.00 · AnnuallyNext Jan 14Paused

Schools, alumni & PTAs

Schools, alumni associations & PTAs

Tag donors by class year for reunion appeals, filter them in seconds, and generate year-end statements in bulk.

Donors42 match
Lapsed donors ×Tag: Major donor ×Fund: Building Fund ×
Add tagsBulk edit

Healthcare foundations

Hospital and 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.

✓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

Community foundations

Community foundations

Track and report on multiple funds separately, with a donor portal where each supporter sees only their own giving.

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

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.

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