Know every donor,
without the spreadsheets.
Donor Management
A complete record for every donor activity, without spreadsheets, duplicates, or guesswork.
- Unified donor profile
- Tags & donor filters
- CSV import & deduplication
- Notes & activity log
Reporting, Dashboards & Retention Insights
Numbers your finance team trusts, donor retention data your leadership can act on, and reports your board can actually read.
Real-time dashboards
Donations this year, monthly recurring revenue, new donors, and donor retention rate, at a glance.
LYBUNT & SYBUNT lists
Instantly identify donors who gave last year but not this year, or in an earlier year, so your re-engagement outreach targets the right people.
Fund & campaign reports
Choose a report, set a date range, status, or amount filter, and export to CSV. Detailed transactions include fund, campaign, payment method, and gateway.
Audit log
Every create, update, and delete recorded with the acting user and a timestamp, for finance reviews and compliance requirements.
Receipts & Year-End Tax Summaries
Compliant receipts sent automatically after every gift. Year-end summaries for every donor in minutes, not days.
- Automatic gift receipts
- Bulk year-end statements
- US & Canadian formats
- Resend & re-issue
Donor Communication
Keep donors informed, engaged, and coming back, without building a separate email marketing stack.
Suppression & unsubscribe handling
Every campaign has an unsubscribe link. Opted-out, deceased, and undeliverable donors are skipped, and you see how many before you send.
Mailchimp sync
Sync eligible donors and their tags to a Mailchimp audience, and unsubscribes and bounces from Mailchimp come back automatically, with no manual exports.
Donation Magnet
Connect a mailbox and turn matching emails, like Interac e-Transfer notices and PayPal receipts, into donations you approve with a click.
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.
Book a DemoConnect your tools.
Go live in minutes.
