For Donor Management
Donation and purchase history in one donor view
Completed donations, confirmed ticket purchases, and paid store orders roll up by email into one donor view. Lifetime giving and donor levels are calculated from completed donations only. Auction and raffle activity is not included. Add tags and notes, then search or export.
Open Your Donor CRMWhat the donor CRM includes
One record per donor. Completed donations, confirmed tickets, and paid store orders with the same email address appear in one view. Search by name or email, date range, amount, or recurring-only status.
Lifetime giving and levels. Both are calculated from completed donations only, and a donor's level updates when a completed donation crosses a threshold.
Tags and notes. Tag donors as board members or lapsed givers, and keep notes for follow-up. Tags are not email audience filters.
CSV export. Export the list after applying search, date range, amount, or recurring-only filters. Values a spreadsheet could mistake for formulas are escaped.
Delete on request. A donor record can be removed on request, and transaction records stay, anonymized, for accounting.
How donor levels work
Set your own levels. Name the levels and choose the amounts.
Levels update after completed donations. Reaching a level does not add the donor to an email list.
Recalculate after changes. After you change thresholds, recalculate every donor's level. Running it twice does not double-count.
Starter levels. New organizations can start with Bronze, Silver, Gold, and Trustee and rename them.
Keep donor records in one place
Donations, tickets, and paid orders in one view, with levels, tags, notes, and CSV export. 2.5% platform fee.
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