Donor CRM

A gift at a gala, a monthly recurring donation, an auction win, a membership renewal, a merch order — it's all the same donor record. No stitching spreadsheets together at year-end to see the full relationship, because there was never more than one place it lived.

Households and donor-to-donor relationships (a spouse, a soft-credited family member) keep giving attributed correctly across a family. Custom fields let you track whatever matters to your org beyond the built-in ones, and notes plus a shared task queue keep the human context attached to the record too.

An AI-generated giving summary gives your team a quick read on a donor's history and patterns before a call, and matching-gift and in-kind/stock gift tracking round out the harder-to-manage gift types.