Automation for Nonprofit Organizations
Streamline donor management, grant tracking, and volunteer coordination so you can focus on your mission.
Industry Benchmarks
Sound Familiar?
These are the challenges we hear most often from nonprofits.
Donor Data Silos
Donor information scattered across email, spreadsheets, and your CRM with no unified view
Grant Reporting
Hours compiling data from multiple sources to meet funder reporting requirements
Volunteer Management
Manual coordination of volunteer schedules, communications, and hour tracking
Thank You Delays
Donors waiting days or weeks for acknowledgment due to manual processing
How We Help Nonprofits
Tailored automation solutions designed for your industry's specific needs.
Unified Donor Management
Connect all donation sources - website, events, mail, social - to your CRM for a complete donor view and timely engagement.
Automated Acknowledgments
Instant, personalized thank-you emails with tax receipts. Segment by gift size for appropriate recognition levels.
Grant Reporting
Automated data gathering from program systems, formatted reports matching funder requirements, on-time every time.
Volunteer Automation
Self-service scheduling, automated reminders, hour tracking, and engagement campaigns to keep volunteers active and appreciated.
Common Nonprofits Workflows
See how we automate the workflows that matter most to your business—from understanding to implementation.
Unified Donation Processing & Stewardship
Donations from website, events, mail, Facebook, and other sources all flow into your CRM. Each donation triggers personalized thank-you communications based on gift size, donor history, and preferences.
Capture donations from all channels into one system and ensure every donor receives timely, personalized acknowledgment
Workflow Steps
Capture Donation
Gift received via online form, event, mail, peer-to-peer, or social platform
Normalize Data
Donation data standardized regardless of source channel
Match/Create Donor
Link to existing donor record or create new constituent
Record Gift
Donation logged with source, amount, designation, and attribution
AI Personalization
AI selects thank-you template and timing based on donor segment, history, and gift size
Send Acknowledgment
Personalized thank-you with tax receipt sent via preferred channel
Trigger Stewardship
Major gifts flagged for personal outreach, recurring donors entered into retention sequences
Data That Flows Through
Outcomes
Implementation Options
This workflow can be built on any of these platforms. Click to see implementation notes:
Ready to automate these workflows for your business?
Discuss Your WorkflowsTools We Integrate With
We connect the software your industry relies on.
Who We Help
We work with professionals across nonprofits facing these common challenges.
Executive Director at regional nonprofit
Typical Challenges
- Donor data scattered across systems
- No unified view of giving
- Major donor outreach reactive not proactive
Typical Impact
- All donations in one system
- Real-time giving dashboard
- Proactive major donor engagement
Common Software
Development Director
Typical Challenges
- Grant reporting taking days
- Different formats for each funder
- Program data in separate systems
Typical Impact
- Grant reports auto-generated
- Funder-specific formatting
- Data aggregated from all sources
Common Software
Volunteer Coordinator
Typical Challenges
- Managing 500+ volunteers via email
- Manual hour tracking
- No visibility into engagement
Typical Impact
- Self-service volunteer scheduling
- Automated hour logging
- Volunteer engagement metrics
Common Software
Frequently Asked Questions
Which donor management systems do you work with?
We integrate with all major nonprofit CRMs including Bloomerang, Blackbaud (Raiser's Edge, eTapestry), Salesforce Nonprofit, DonorPerfect, Little Green Light, Network for Good, and others.
Do you offer nonprofit pricing?
Yes, we offer discounted rates for 501(c)(3) organizations. We understand nonprofit budget constraints and work to maximize impact within your resources.
Can you help with program data for grant reporting?
Absolutely. We can connect your program management systems, case management databases, and service delivery tools to aggregate the outcome data funders need to see.
Ready to Transform Your Nonprofits?
Let's discuss how we can automate your workflows and free up your team to focus on what matters most.