Solutions
The same record, read from four different desks
Donor operations fails at the handoffs between roles. Each page below describes one role's week, what changes, and what is not ready for them yet.
Release 1 audiences
Built for these roles now
These four are the roles our design-partner work is scoped around.
For fundraising teams
Fundraising teams
Development directors and gift officers lose hours a week rebuilding context that the system already holds — in pieces, in three places, none of them authoritative.
Not ready for them yet
Email and SMS sending run as prototypes; no live channel is connected.
Read the walkthroughFor finance & operations
Finance & operations
You are matching a processor payout to a bank deposit against a gift list, in a spreadsheet, while refunds settle late and fees come off the top. This is the pain Beneora was designed around first.
Not ready for them yet
Live processor and bank-feed connections are specified and not yet built; the workspace runs on illustrative data.
Read the walkthroughFor executive directors
Executive directors
You are asked for revenue, retention and restricted-fund position in the same meeting, from three systems that disagree, and you are the person who has to reconcile them out loud.
Not ready for them yet
Forecasting and scenario analysis are prototypes on illustrative data.
Read the walkthroughFor growing nonprofits
Growing nonprofits
Between a donation widget and an enterprise suite sits an organization with several giving streams, real recurring revenue and no capacity for a six-month rollout. That organization is who we build for.
Not ready for them yet
Beneora is not yet production software. Identity and organization records persist; the lifecycle modules are prototypes.
Read the walkthroughSwitch perspective
What each role stops doing
The same $250 restricted recurring gift, described from each desk it touches.
Development directors and gift officers
Before every conversation you rebuild context from a CRM export, an email thread and someone's memory of the last event.
What to measure: Gift-to-acknowledgment time, and first-to-second gift conversion.
One donor record that holds the whole relationship
Household, legal donor, payer and recognition are separate fields, so a business card paying for a family's gift never corrupts the relationship.
Commitments visible without a report request
Recurring plans and pledge schedules sit on the donor record, including the failures you would otherwise learn about six weeks late.
Next action rather than a dashboard
Acknowledgment owed, lapse risk and pledge follow-up arrive as assigned work with the context attached.
The handoff problem
Four desks, one record, no re-entry
Fundraising, finance, leadership and operations each need a different view of the same gift. When they each keep their own copy, the numbers stop agreeing by Thursday.
The same record, read from four different desks.
Release 2 audiences
Designed, not yet sold
These structures exist in the product and are exercised with demo data. We will not sell them until Release 1 quality gates pass on a single entity.
For multi-entity and chapter organizations
Multi-entity & chapters
A national body and its chapters need separate donor data, separate funds and separate reconciliation, with roll-up reporting that does not leak either way. The tenancy model supports this. The workflow depth does not yet.
Not ready for them yet
This is Release 2. The tenancy foundation is in active build; multi-entity workflow depth is designed, not implemented.
Read the walkthroughFor companies and foundations
Companies & foundations
Employee giving, matching queues, sponsorships and grant payments are the other end of the contribution Beneora already models. Prototypes exist; this is deliberately Release 2 work.
Not ready for them yet
This is Release 2. Company and foundation surfaces exist as labelled prototypes on illustrative data.
Read the walkthroughDesign-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.