Operating model · March 25, 2026
Data governance for teams with no data team
Six rules that a five-person nonprofit can actually keep, covering ownership, access, consent, retention and deletion.
Guides & playbooks
Playbooks written to be run, not admired
Each guide assumes a small team, several giving streams and an accounting package that is not your gift ledger.
Sequenced operating models you can run this month.
Recurring & pledges · February 25, 2026
The pledge lifecycle, from commitment to write-off
Seven states, the decision at each one, and who owns it — including the two states most teams skip.
Operating model · February 18, 2026
Operating a recurring giving programme with two staff
Owners, cadences and escalation rules for a monthly programme that does not depend on heroics.
GuideDonor data
Migrating donor data without inheriting its errors
A dry-run-first approach to imports, duplicates, households and recognition preferences.
10 min
GuideReconciliation
The nonprofit month-end close playbook
A sequenced close for organizations taking online, offline and recurring gifts across multiple funds.
12 min
Design-partner program
Build the donor-operations layer with us
We are working with a small number of US and Canadian nonprofits who feel the reconciliation and donor-data pain most acutely. Partners shape the sequence, see the honest status of every module, and are never charged for a capability that is still a prototype.