The all-in-one fundraising operations manager for small nonprofits, churches, and community organizations. Stop losing donors in spreadsheets, sending late acknowledgment letters, and missing lapsed donors who want to give again. Handles your entire donor relations workflow through natural conversation — $29/mo vs $125+/mo for Bloomerang or DonorPerfect. ## What's included - **Full donor profiles for up to 200 donors** — giving history, contact preferences, employer (for matching gifts), cultivation notes, tier (new / mid-level / major / lapsed / recurring) - **IRS-compliant acknowledgment letters** for every $250+ gift — Pub 1771 requirements (donor name, EIN, amount, date, goods/services statement) ready within 30-day window - **LYBUNT/SYBUNT lapsed donor analysis** — segments by years lapsed + giving level + personalized re-engagement sequences - **Recurring/sustaining donor monitoring** — alerts when expected gifts don't arrive (card expiry, lapse) with payment-update request scripts - **Major donor cultivation files** — last-contact tracking, cultivation action items, 45-day next-touch alerts - **Year-end + annual fund appeal copy** — segmented by donor tier (new / lapsed / mid-level loyal / major / non-donor) - **Campaign tracking** — goal progress + pacing analysis + board-ready status reports - **Grant compliance** — funder tracking + reporting deadlines with 60/30/7-day alerts + narrative framework generation - **Board giving tracker** — 100% participation reporting + diplomatic ask scripts + grant-app-ready summary - **Event fundraising** — galas / 5Ks / auctions with sponsor + auction + post-event acknowledgment tracking - **Monthly/quarterly fundraising dashboards** — retention rate, average gift, new vs retained vs lapsed, YOY comparison - **Proactive session-start briefing** — pending acknowledgments, major donor cultivation, grant deadlines, campaign pacing ## Limitations - **Not a payment processor** — pairs with Stripe / PayPal / Givebutter / Donorbox for collection - **Not a full enterprise CRM** — 200-donor scope is by design for the small-nonprofit market - **Not legal counsel** — acknowledgment language follows IRS Pub 1771; high-value or planned gifts need attorney review - **U.S.-501(c)(3)-focused** — Canadian / UK / Australian charity acknowledgment rules adapt - **Single-organization scope** by default — federated networks run per-affiliate sessions ## Best fit Small 501(c)(3) nonprofits with annual budgets under $500K who can't justify $125-$149/mo CRM software. ED + program staff wearing the development director hat. Churches running stewardship + capital campaigns. PTAs + booster clubs + alumni groups running annual drives. First-1-to-5-year nonprofits building donor base from scratch.
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