Pipeline & tasks
Move major-gift prospects through a pipeline with follow-up tasks assigned to your team.
Memorial gifts arriving in a flood, each needing a receipt, tribute record and family notification
Honor-your-caregiver gifts where routing the recognition is the work
Gifts designated to oncology, hospice, a capital campaign or a named fund
A grateful-patient pipeline that must outlive any one development officer
A gala running on four disconnected systems, merged by hand afterward
A quarterly board packet and gift-acceptance sign-offs enforced consistently
Donors add a personal message and can choose to notify a loved one that a gift was made in their name.
Every completed gift triggers an instant, professional receipt automatically — even during a memorial flood.
Route gifts to hospice, oncology, or a
named memorial fund through fund and campaign designations.
Donors can keep their gift private on receipts and public records.
Share a hosted donation link or QR code in an obituary, program, or memorial page.
Donors direct their gift to a specific fund, program, or campaign, with a managed fund list behind the scenes.
QuickBooks Online, QuickBooks Desktop, and Xero sync, plus reporting on refunds, voids, failed transactions, and payment success and failure.
Gift data and the books speak the same language.
Transaction batches and reconciliation line up with what the bank shows.
Move major-gift prospects through a pipeline with follow-up tasks assigned to your team.
Calls, meetings and touchpoints build a relationship history that stays when people leave.
Screen donors for giving capacity to prioritize cultivation.
Score donors by engagement and giving likelihood, so effort goes where it pays.
Group donors into households for accurate giving totals and cleaner outreach.
Tag interests, target the right message and recognize supporters by level.
Countertop and mobile terminals take gifts at events, in the lobby or in the field.
A staff or volunteer phone becomes a contactless giving device — ideal for gala volunteers.
Self-serve giving with a customer-facing display and preset amounts.
When ballroom Wi-Fi fails, transactions batch locally and settle on reconnect.
Text receipts instantly and sell gift-shop items, meals and gala add-ons on the same account.
Time-boxed pushes with public goal tracking and real-time momentum.
Personal pages, team fundraising and leaderboards for walks, rides and employee campaigns.
Employer lookup, with match requests submitted and tracked from the donor portal.
Run “your gift doubled until midnight” pushes.
Track commitments and let donors manage recurring pledges in their portal.
Results by campaign, channel, team and fundraiser, with ROI by campaign.
A board-ready view of revenue, retention, pipeline, and campaign performance at a glance.
LYBUNT and SYBUNT, donor retention, recurring donors, major gifts, campaign performance, and sponsorships.
Generated and emailed automatically — Monday morning board numbers without anyone touching a keyboard.
The exact fields and filters your board asks about, saved and re-run on demand.
Require sign-off on large gifts, refunds, and sensitive record changes, with configurable triggers and a reviewable queue — your gift acceptance policy, inside the software.
Granular staff permissions, scoped by branch.
Find and merge duplicate records with a full merge history.
Encrypted data, strict access controls, two-factor authentication, passkeys and magic links — with every organization’s data fully isolated.
Monthly cost, for every organization
Taken from your donations
Donors, campaigns and users
CSV import with automatic field mapping, managed migration batches, import history, and an undo if something looks wrong. Gift history, donor records and pledges come across intact, not retyped.
QuickBooks, Xero, Salesforce, HubSpot, Mailchimp, Slack, Google Calendar and Dropbox connect out of the box; a full REST API with signed webhooks covers the rest.
Your donor platform and merchant account come from the same team, so nothing falls between two vendors when a batch does not settle.