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Know every supporter

Every gift across every channel automatically builds a unified profile. The AI tracks lifecycle stages, triggers culturally calibrated outreach, and adapts every label to your vocabulary — no data entry required.

AI-powered lifecycle

The AI manages every supporter relationship

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AI-driven lifecycle stages

Every supporter progresses through stages: prospect, first-time, active, at-risk, lapsed, reactivated, recurring, VIP. The AI evaluates transitions and triggers the right response automatically — welcome series, re-engagement, or celebration.

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Culturally calibrated outreach

Welcome messages for new supporters match your community's tone. Re-engagement for at-risk donors respects your communication norm — a church gets warmth, a synagogue gets communal purpose, a mosque that prefers minimal outreach won't over-message.

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Vocabulary-adapted profiles

The profile page says "Member" for a church, "Congregation" for a synagogue, "Community member" for a mosque, "Supporter" for a school. Column headers, field labels, and search placeholders all adapt.

Donor directory
Donor Directory
Supporter profile
Supporter Profile
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Automatic creation

Every gift creates or updates a profile — across all six channels, instantly.

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Four giving levels

Prospect → Supporter → Major Donor → Leadership. Levels update automatically based on giving patterns.

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Custom tags

Label supporters as "Board", "Volunteer", "Legacy pledge" — any taxonomy your organization needs.

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Duplicate detection & merge

Matching records are flagged and can be merged — same person, one complete profile. A unified single-pair merge contract preserves giving history across the wining profile with full audit trail.

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Tax-ready receipts

Generate individual receipts and year-end giving statements on demand — or let the system email them automatically.

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Soft-delete PII protection

When a donor is deleted, their PII is stripped from every read path — donations they made stay in your ledger, but their name, email, and phone are removed from API responses. GDPR-aware by default; right-to-erasure honored.

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Cross-org account

Donors with one account giving to multiple orgs have one identity across all of them — but each org sees only its own donor relationship. No cross-brand discovery; full data isolation.