Donor data · March 11, 2026
CRM migration workbook
The field-by-field mapping sheet, decision log and cutover sequence we use with design partners.
Templates
Checklists you can use before you talk to us
Nothing here is gated. If a template tells you your data model is the problem, that is a useful answer even if you never buy anything.
Checklists and workbooks to use on screen or print.
Donor data · February 20, 2026
Donor data hygiene workbook
A structured audit of duplicates, households, recognition and consent, with the questions to ask each time.
Operating model · February 4, 2026
Donor operations readiness assessment
Twenty-four questions across five areas. Score yourself before you evaluate any software, including ours.
TemplateReconciliation
Reconciliation readiness checklist
Twenty-two checks across data model, process and controls. View on screen or print.
4 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.