Peer-to-peer
Personal fundraiser pages carrying each participant’s own story, team fundraising, and leaderboards — the sleep-out, the box-city night, the sponsored walk.
You already run the system that tracks the people you serve. The people who fund that work live somewhere else — an aging donor database, a volunteer signup tool, a separate card reader vendor, and a grant calendar in a spreadsheet.
Cloud Donor Manager is the funding half, done properly: online and in-person giving, events, peer-to-peer, grants, volunteers, marketing, and the full Cloud Donor Manager feature set in one platform, built by a payment processor.
Platform replaces 5 systems
Ways to give, for every donor
Built-in reports, ready to use
Growth penalties for adding contacts
A mixed revenue stack on two clocks — grant deadlines that are fixed and unforgiving, and individual giving driven by appeals, events, and year-end.
Money that arrives designated: the winter shelter, the food program, rapid re-housing, the van — honored and reported back by name.
Volunteers who are operating capacity, not a side program — overnight hosts, meal teams, warming-center shifts, donation sorting.
Giving that spikes in November, December, and cold weather — exactly when the shelter is fullest and staff are thinnest.
Multi-site by nature: emergency shelter, day center, transitional units, outreach, sometimes a thrift store — each its own budget line, one board packet.
The people your programs serve, on the record alongside the giving that supports them.
Donors direct a gift to a specific fund, program, or campaign against a managed fund list — so the loop is visible: designated gift in, program it supports beside it.
Track grants end to end — application through award, reporting, and renewal.
Deadlines never slip. In this sector a slipped report is a renewal at risk for a program with people in it.
Sponsor records and agreements with attachments, plus a dedicated sponsorship report — for the congregation that sponsors a shelter night.
A congregation’s meal team or a company’s day-of-service group signs up on a public page — no creating forty accounts.
Build shifts from templates, publish open shifts, and auto-schedule coverage.
When the Saturday overnight host cancels at 4pm, volunteers claim, swap, and release shifts with staff approval — a queue, not a phone tree.
Shift reminders by text, and on-site presence verified with geofences, GPS devices, and optional face check-in where a funder or insurer wants proof of coverage.
A live dispatch board for outreach and field staff, with announcements pushed to everyone in the app.
Time clock, time entries, and time reports for the hours boards and funders ask about — exportable for payroll. Volunteers self-serve shifts and time off in the same portal donors use.
Text-to-Give is part of the same platform: publish a keyword and short code, supporters text to give, and the gift and the donor record are captured automatically — built for pulpit appeals at partner congregations, the ask at a sleep-out, and radio campaigns. See our Text-to-Give page for how keyword giving, carrier registration, and consent tracking work.
Countertop and mobile terminals for the table at the breakfast, with tap tokenization.
A volunteer’s own phone becomes a contactless giving device — nothing to buy, ship, or lose.
Self-serve giving with preset amounts, for a lobby or a narthex.
When the Wi-Fi dies, gifts keep coming — transactions batch locally and settle when you reconnect.
Merchandise, meals, and event add-ons on the same account and deposit, with receipts texted at the terminal.
The winter shelter fund, the food program, the capital campaign — each a named destination, not a note in a memo line.
Multi-site, multi-chapter, or federated structure with branch-level scoping, org-wide rollups, and zone management — and staff permissions scoped by branch.
Sign-off required on large gifts, refunds, and sensitive record changes, with a reviewable queue.
Every completed donation triggers a branded receipt carrying the required “no goods or services were provided” IRS disclosure.
Recurring supporters are thanked automatically each time a gift processes, and disclosure language on giving pages is configurable to match your organization’s requirements.
Annual giving summaries generate in bulk — with a donor portal handling the “can you resend my receipt?” load.
Personal fundraiser pages carrying each participant’s own story, team fundraising, and leaderboards — the sleep-out, the box-city night, the sponsored walk.
Time-boxed pushes with a public page and live goal tracking, for the year-end or cold-weather appeal.
Automatic employer lookup, match requests donors track from their portal, and “doubled until midnight” match challenges.
Pledge commitments tracked, with recurring pledges managed by donors themselves.
Ticketing, phone-or-tablet check-in, rosters, and promo codes — with auctions and real-time bidding for organizations that hold a gala.
Gifts in memory, with a personal message and the option to notify a loved one — common where a family asks for gifts to a shelter in lieu of flowers.
Fundraising analytics report results by campaign, channel, team, and fundraiser, with ROI by campaign.
A board-ready view of fundraising health — revenue, retention, pipeline, and campaign performance at a glance.
LYBUNT and SYBUNT (last-year- and some-year-but-unfortunately-not-this-year), retention, recurring donors, major gifts, donation summary, campaign performance, team fundraising, sponsorships.
A custom report builder for your exact fields and filters, and scheduled reports emailed automatically — Monday morning board numbers without anyone touching a keyboard.
Batches, refunds, voids, failed transactions, and failed recurring payments — with a built-in general ledger view so gift data and the books speak the same language.
CSV import with automatic field mapping, managed batches, an import history, and an undo — gift history, donor records, and pledges come across intact, not retyped.
QuickBooks Online, QuickBooks Desktop, and Xero; Salesforce, HubSpot, and Mailchimp with sync logs; Slack, Google Calendar, Dropbox, and e-signature; plus a REST API with signed webhooks and embeddable widgets.
Encrypted data, account lockout protection, rate limiting, strict access controls, two-factor authentication and passkeys — every organization’s data fully isolated.