Commerce
Donation Management

Grow giving with less admin

Grow giving with less admin

Launch compelling donation pages, segment asks by affinity, and automate stewardship while finance gets clean, audit-ready data.

A clean dashboard showing automated stewardship, segmented donor data, and audit-ready financial reports, simplifying giving management.
Commerce
Donation Management

Grow giving with less admin

Grow giving with less admin

Launch compelling donation pages, segment asks by affinity, and automate stewardship while finance gets clean, audit-ready data.

Commerce
Donation Management

Grow giving with less admin

Grow giving with less admin

Launch compelling donation pages, segment asks by affinity, and automate stewardship while finance gets clean, audit-ready data.
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Fundraising built on your CRM

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First-party data powers personal appeals and accurate reporting; donors get a trustworthy checkout and immediate receipts.

Gifts & pledges

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  • Recurring frequencies, tribute gifts, employer matching.
  • Designations with campaign rollups.
  • Pledge schedules with reminders and fulfillment tracking.
A clean online donation form and a simple dashboard showing giving trends and automated stewardship reports.

Receipts & compliance

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Tax-ready

Issue compliant receipts, batch by deposit date, and store letter history for audits.

Privacy

Respect anonymous donors and opt-outs while maintaining auditability.

A clean UI showing a form to generate compliant receipts with options for batching and donor privacy settings.

Stewardship journeys

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  • First-time donor welcomes.
  • Major donor briefings and tasking.
  • Renewal and upgrade cadences with story-driven content.
A dashboard showing donor communication timelines and content examples for different stewardship journeys, like welcome and renewal cadences.

Reporting & board views

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LYBUNT/SYBUNT, pledge aging, and campaign ROI dashboards streamline exec updates and grant reports.

A dashboard displaying LYBUNT/SYBUNT, pledge aging, and campaign ROI reports, with a sleek executive view for updates and grant reporting.

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Frequently asked questions

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