Giving, campaigns, and constituent relationships—fundraising with stewardship workflows and finance-grade reconciliation donors and auditors can trust.
Fundraising that respects supporters—and the finance close
We unify online and offline gifts, pledges, and recurring donations with soft credits, tribute gifts, and designation to funds. Acknowledgements and tax letters generate from approved templates; integrations sync to your GL with clear mapping—not duplicate entry in spreadsheets. Constituent profiles tie giving history, volunteer hours, and event attendance so major gift officers see context, not only transactions.
01 // THE MANDATE
Giving, campaigns, and constituent relationships—fundraising with stewardship workflows and finance-grade reconciliation donors and auditors can trust.
We unify online and offline gifts, pledges, and recurring donations with soft credits, tribute gifts, and designation to funds. Acknowledgements and tax letters generate from approved templates; integrations sync to your GL with clear mapping—not duplicate entry in spreadsheets. Constituent profiles tie giving history, volunteer hours, and event attendance so major gift officers see context, not only transactions.
02 // ENGINEERING
Development process
Structured phases—from discovery to launch—with clear ownership and handoff points.
Fundraising model (weeks 1–3)
Core CRM (weeks 3–12)
Finance alignment (weeks 8–16)
Campaigns & events (weeks 10–18)
Launch (weeks 16–22)
Operate (ongoing)
03 // CAPABILITIES
Core Capability Matrix
The building blocks of your solution
Constituents
households, relationships, dedupe merge tools.
Giving
one-time, recurring, pledges, stock gifts (manual entry hooks).
Campaigns
appeals, peer-to-peer optional, UTMs tracked to source.
Events
tickets, sponsorships, attendee management.
Acknowledgements
merge fields, email/print, compliance with receipt rules.
Funds & GL
fund accounting views; export to QuickBooks/class systems.
Grants
applications, reporting deadlines optional lightweight module.
Volunteers
shifts, hours, background check handoffs via partners.
Permissions
gift officers see portfolios; finance sees all.
Analytics
retention, LYBUNT/SYBUNT, campaign ROI, cohort giving.
04 // DELIVERY LIFECYCLE
The strategic roadmap
Milestones and checkpoints—each phase has a clear outcome before the next begins.
Weeks 1–3: Discovery, migration samples, success metrics.
Weeks 4–9: Core gifts live; pilot team daily-driving.
Weeks 8–14: Finance exports validated; acknowledgement templates live.
Weeks 13–20: Campaign season readiness; events if scoped.
Ongoing: Grant modules; major gift moves management depth.
05 // PRODUCT SCOPING
Choosing your path
Two engagement models—start lean and iterate, or commit to a full platform build from day one.
MVP
Speed & essentialism
Full product
Enterprise maturity
06 // PARTNERSHIP
Why work together
A single accountable partner across strategy, build, and go-live—not a revolving door of vendors.
End-to-end ownership: discovery, architecture, implementation, and launch—with clear communication and production-grade engineering.
- Discovery & alignment
- Systems that scale
- Implementation depth
- Clear comms
07 // CLARITY
Frequently asked
We implement on Salesforce when that fits; custom when UX, cost, or embedded giving in your product requires ownership.
08 // MORE SOLUTIONS
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