Assisted onboarding. The donor pack starts on Pro. Grants start on Enterprise.
Donor records, gifts, pledges, funds, allocations, fundraising campaigns, and donate pages are the Pro nonprofit pack. Grants are Enterprise. A receipt can be generated as a PDF on request. It is not emailed. A Growth trial does not turn this pack on. This page has no live proof tenant and states no platform fee.
Sample account · Sample data. These stills are fixtures. They are not a customer account.
Sample account · Sample data
Sample account
Page configuration
Gift record
Sample account · Sample data
Sample account
Sample account · Sample data
Sample account
Summary only. The written report is not shown.
Sample account · Sample data
Sample account
Fundraising campaign
Grant
1. Donate page
A page names the appeal, the suggested amounts, and the default fund. Checkout works after Stripe Connect is connected. Until then the page can exist and checkout cannot.
2. Gift
A completed gift is stored on the donor, against the fund and the appeal. The receipt PDF is generated on request. Nothing here emails it.
3. Pledge
A pledge can sit beside the donor with a status and a schedule. Gifts post against it. The still shows the fields, not a real commitment.
4. Report
A board report can be generated for a date range from gift, pledge, campaign, and donor aggregates. The public still shows that summary only.
Donor records, gifts, and pledges
Pro, for a nonprofit account. Funds and allocations go with the gift. Magic Import maps a file into donor, gift, or pledge rows with someone guiding the import.
Donate pages
A public page per appeal. Stripe Connect is required before a card is charged. The receipt setting that looks like an automatic email does not send one.
Fundraising campaigns and grants
Campaigns, with a goal and a raised total, are Pro. A grant pipeline with statuses such as Submitted is Enterprise.
When the organization sends, opt-outs, bounces, and pause apply. This page does not include Customer Intelligence.
The permission and opt-out rules when the organization sends. Not a donor-intelligence product.
Assisted onboarding. The donor pack starts on Pro. Grants start on Enterprise.
