Project description
We are a nonprofit organization, and currently we manage our donors in a collection of scattered spreadsheets, which has completely stopped working. Contacts are in one file, donation history in another, promised contributions and thank you notes get lost in correspondence, and before each campaign we manually compile the same lists from scratch. We need a full-fledged donor CRM where each donor is stored as a single card: personal and contact information, communication preferences, complete history of their contributions, notes from calls and meetings, as well as tags and segments by which we group them. When opening a donor card, an employee should immediately see the full picture rather than having to ask three colleagues where the latest actual figure is.
Around these cards we need real fundraising tools. Over the course of a year we conduct several campaigns and targeted collections and want to plan each one: set a goal, attach a landing page and online donation form to it, track progress against the goal in real time. Donations should work both as one-time contributions and as regular monthly charges, with proper credit card processing and automatic recording of each transaction in the donor's history. For each completed donation, a receipt or thank you confirmation should be generated that can be sent by mail, and recurring donors should be able to change or cancel their payment themselves without contacting us. We also need segmentation that we can actually use: lapsed donors, major donors, first-time supporters, tied to a specific campaign, so we can send the right message to the right group.
Finally, we need reporting that answers the questions our board asks. How much was collected for each campaign and over a period, average and recurring donation size, donor retention and churn metrics, as well as a clean export that we can hand to our accountant at year-end. The system should be simple enough that non-technical employees and volunteers use it daily, respect donor privacy and consent and give us a reliable single source of truth instead of the current chaos of spreadsheets.
What matters most to us:
— unified donor card with complete contribution history and notes;
— campaigns and targeted collections with goals and live progress tracking;
— online donations, one-time and recurring, with automatic receipts;
— segmentation and reports that the whole team can rely on.
Around these cards we need real fundraising tools. Over the course of a year we conduct several campaigns and targeted collections and want to plan each one: set a goal, attach a landing page and online donation form to it, track progress against the goal in real time. Donations should work both as one-time contributions and as regular monthly charges, with proper credit card processing and automatic recording of each transaction in the donor's history. For each completed donation, a receipt or thank you confirmation should be generated that can be sent by mail, and recurring donors should be able to change or cancel their payment themselves without contacting us. We also need segmentation that we can actually use: lapsed donors, major donors, first-time supporters, tied to a specific campaign, so we can send the right message to the right group.
Finally, we need reporting that answers the questions our board asks. How much was collected for each campaign and over a period, average and recurring donation size, donor retention and churn metrics, as well as a clean export that we can hand to our accountant at year-end. The system should be simple enough that non-technical employees and volunteers use it daily, respect donor privacy and consent and give us a reliable single source of truth instead of the current chaos of spreadsheets.
What matters most to us:
— unified donor card with complete contribution history and notes;
— campaigns and targeted collections with goals and live progress tracking;
— online donations, one-time and recurring, with automatic receipts;
— segmentation and reports that the whole team can rely on.
Web programming Cash, Bank transfer
