Compliant receipts, restricted fund tracking, donor retention, and board-ready reporting in one place, so your team stops juggling spreadsheets and disconnected tools.
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, programs, and appeals from the moment they come in. Restricted gifts stay restricted in every report so the right money lands against the right purpose, and your auditor gets clean, fund-by-fund statements without manual reconciliation.
Households and tribute gifts are handled correctly from the start. Welcome flows for first-time givers, milestone recognition for long-term sustainers, and re-engagement sequences for donors you haven't heard from in over a year, all running quietly so no relationship goes cold between campaigns.
Donors view their full giving history, download receipts, update payment methods, manage their recurring gift, and request prior-year statements on their own, any time, without contacting your office.
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
Start free with up to 50 donors, no credit card required. One platform, every feature, from day one.
