For fundraising teams
Walk into every conversation already knowing
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.
- MondayYou export a CRM list, cross-check it against last month's gift report, and discover two records for the same household.
- WednesdayA major donor asks where their restricted gift went. You email finance and wait.
- FridayThree recurring donors lapsed six weeks ago because a decline notice went to an inbox nobody owns.
Identity
Legal donor · Individual
Household: Okonkwo–Reyes (2 members)
Commitments
Recurring
Active 31 months
Pledge
4 of 8 installments paid
Lifetime giving
First gift Mar 2023 · 42 gifts
Soft credit
Via Meridian Foundation grant
Next action
Owed 4 days · assigned to D. Marsh
What changes
The specific difference, not a benefit list
Each card names the operational change, not an outcome we cannot prove for you.
- What changes
One donor record that holds the relationship
Household, legal donor, payer, recognition name and soft credits are separate fields, so a business card paying for a family gift never corrupts the relationship.
- What changes
Commitments without a report request
Recurring plans, pledge schedules and failures sit on the donor record where you already are.
- What changes
Assigned next actions
Acknowledgment owed, lapse risk and pledge follow-up arrive as work with context attached — not as a dashboard you have to interpret.
- What changes
Answers you can give yourself
Restricted-gift questions resolve by following the gift to its allocation and fulfillment, without an email to finance.
The same week, twice
How a fundraising teams week runs before and after
Left is the week as this seat describes it today. Right is the same week once the record carries the terms. Nothing on the right is claimed as available — the status badge above governs that.
Today
- MondayYou export a CRM list, cross-check it against last month's gift report, and discover two records for the same household.
- WednesdayA major donor asks where their restricted gift went. You email finance and wait.
- FridayThree recurring donors lapsed six weeks ago because a decline notice went to an inbox nobody owns.
Prepared
- 1One donor record that holds the relationshipHousehold, legal donor, payer, recognition name and soft credits are separate fields, so a business card paying for a family gift never corrupts the relationship.
- 2Commitments without a report requestRecurring plans, pledge schedules and failures sit on the donor record where you already are.
- 3Assigned next actionsAcknowledgment owed, lapse risk and pledge follow-up arrive as work with context attached — not as a dashboard you have to interpret.
- 4Answers you can give yourselfRestricted-gift questions resolve by following the gift to its allocation and fulfillment, without an email to finance.
Described state, governed by the status label on this page.
Where you work
The surfaces you would live in
Donor 360
Relationship, giving, commitments, consent and recognition on one record.
Gift ledger
Every gift with its designation, restriction, attribution and receipt state.
Recovery queue
Failed recurring payments with reason, retry state and suggested outreach.
Tasks
Acknowledgment, stewardship and pledge follow-up as assigned work.
Not ready yet
What we cannot do for you today
- Email and SMS sending run as prototypes; no live channel is connected.
- Peer-to-peer and events exist as prototypes and are not being deepened during Release 1.
Metrics this seat owns
- Gift-to-acknowledgment time
- First-to-second gift conversion
- Recurring retention
One sentence
Walk into every conversation already knowing
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.
You export a CRM list, cross-check it against last month's gift report, and discover two records for the same household.
Other seats
Same lifecycle, different vantage point
Design-partner program
Bring your fundraising teams workflow to a partner session
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.