One platform. Every part of the work.
Donors and households, appeals and direct mail, events, gifts and reconciliation, receipts and statements, follow-up, and reporting — in one system, on one record, so nothing falls between tools.
From the appeal to the year-end statement
- 1 Appeal A mailing, broadcast, or event goes out with its source code.
- 2 Gift The gift is recorded against the right fund, appeal, and batch.
- 3 Thank-you A receipt or thank-you goes out in your own words.
- 4 Household The donor and their household are updated together.
- 5 Insight Lapse risk and engagement scores move with the gift.
- 6 Follow-up The right person gets a task when your rules call for one.
- 7 Statement January’s statement is already right.
Relationships
Know every donor, see who needs attention, and make sure someone follows up.
Donors & households
Profiles, households, relationships, and clean addresses — one record your whole team trusts.
Learn moreDonor insights
Lapse-risk and engagement scores on every donor, with their working shown — plus RFM, lifecycle, and retention.
Learn moreTasks & automation
Owned, deadlined follow-up — and rules that send the thank-you, create the task, and tag the donor.
Learn moreOutreach
Raise money through the mail, on the air, and in the room — and know what each effort returned.
Campaigns & appeals
Source codes on every gift, from the radio spot to the reply envelope, with results you can trust.
Learn moreDirect mail
Segments, ask amounts, labels, mail-house files, and merged letters — tied to the appeal they answer.
Learn moreEvents & ticketing
Galas, dinners, classes, and online events with registration pages, a box office, and check-in.
Learn moreRevenue
Record, reconcile, receipt, and report every dollar the way your auditors expect.
Giving & payments
Gift entry, recurring giving, daily batches, and processor reconciliation — no month-end scramble.
Learn moreReceipts & statements
Receipts and thank-yous in your own words, sent by your rules — and year-end statements in one run.
Learn moreOperations
Ship what donors asked for and answer leadership without a data project.
Reports & dashboards
A deep library of ready-made reports, dashboards for every role, and a builder for everything else.
Learn moreInventory & fulfillment
Books, resources, and premiums — stock, packing slips, and shipping in the same system as the gift.
Learn moreTrust
Keep donor data private, every change accountable, and your move from the old system orderly.
Security & administration
Mandatory multi-factor sign-in, granular permissions, an audit history of changes, a sandbox, and a guided move from your old system.
Learn moreWhat it looks like on an ordinary Tuesday.
A donor who gives every spring hasn’t given by June. Overnight her lapse risk moves into high, an automation creates a call task for her relationship manager, and the call happens while she’s still listening.
Direct mailThe fall appeal goes to four thousand households in three segments. The labels, the mail-house file, and the letters come from the same pieces; replies arrive with their appeal code; and the campaign page shows the cost per dollar raised by the second week.
FinanceA check arrives with its reply slip. Staff type the code from the slip, split the gift between two funds, and it lands in today’s check batch — credited to the right appeal, with the receipt going out in your words.
EventsA couple buys two gala tickets on your website. Their registration lands on their donor record, the part of each ticket above the dinner’s value is recorded as a gift with the right disclosure, and a volunteer checks them in from a phone.
LeadershipAn auditor asks who changed a donor’s address last quarter. Open the donor, open their history, and there it is — the change, the person, and the time. No spreadsheet reconstruction.
Works with the services you already use
Payment processing, shipping, email lists, address checks, and sales tax — connected, not re-keyed.
Stripe
Card and bank payments
Authorize.Net
Card and bank payments
ShipStation
Shipping labels and live rates
Mailchimp
Email list sync
Smarty
US and international address checks
Avalara
Sales-tax calculation
Ready to see this with your own data?
We'll build the demo around how your team actually works — not a generic slide deck.