Features

Import your donor list from CSV with field mapping, de-duplication, and validation. Migrate from spreadsheets or a legacy CRM in under 15 minutes — no consultants, no migration fees.

Add typed custom fields to donors, grants, and gifts without touching the core schema. Per-org definitions, required flags, and full inclusion in filters and reports.

Segment donors by giving history, recency, source, custom fields, and cohort. Saved segments drive outreach lists, board dashboards, and grant prospect identification.

Track grant application, reporting, and drawdown deadlines in one calendar with automated email and in-app alerts. Configurable lead times per opportunity, per funder, and per reporting schedule.

Consolidate donors, grants, and funds across a 501(c)(3), 501(c)(4), and related foundations. Entity-scoped permissions with rollup reporting across the full organizational structure.

Allocate payroll across multiple federal awards with time-and-effort reconciliation built for Uniform Guidance audit. Monthly allocation splits, fringe pool tracking, and direct reconciliation to T&E certifications.

Admin, Editor, and Viewer roles with row-level org scoping. Configure access for every staff member in minutes — no consultants, no custom permission sets, no support tickets.

Attribute gifts to the advising donor while preserving the hard credit for the donor of record. DAF gifts, matching gifts, and tribute gifts handled correctly — without misstating 990 totals.

Polymorphic activity log with JSONB diffs, user and timestamp on every mutation, CSV export for audit evidence, and retention aligned to 2 CFR 200.334.

Year-over-year retention cohorts, LYBUNT and SYBUNT lists, lifecycle stages, and lapse risk scoring sitting on top of the donor CRM and gift history.

Per-funder template library that merges financial and programmatic data, substitutes variables from your live records, and can deliver reports on a schedule.

Prospect to awarded pipeline with probability-weighted forecasting, deadline tracking, and submission history in the same system as your donors and restricted funds.

Per-grant ledgers, real-time restriction balances, and FASB ASC 958 net asset release workflows built into the donor system, not bolted onto a spreadsheet.