Enter gifts one at a time or in batches, validate them, and issue receipts without a second system. Split a gift across funds and keep the donor, campaign and appeal attached.
See every campaign against its goal, with the appeals, donors and gifts behind it. Cost is tracked per appeal, so you can see what each dollar raised and where to send the next mailing.
One dashboard shows what you raised against last year and against goal. Retention, new donors, lapsed donors and pledges outstanding are always current, ready for the board.
Households roll the gifts of every member into one view, with the head, partner and the name you write to. Each household has a relationship manager, and lapsed households are flagged so they are not missed.
Plan the event, track registrations and seats, and see what it raised. Volunteers, sponsors and guests sit in the same CRM as your donors, so engagement is never a separate list.
Receipts go out on time and thank-yous do not slip. Stewardship tasks sit next to each gift and each household, so the next step is always clear.
The AI homepage shows what needs you today. Before a meeting you get a prep brief. After it, the notes become tasks and updates that you approve.