Donor Management

Each donor — whether an individual, a foundation, a corporate, or a government body — has a profile capturing contact details, giving preferences, designated fund restrictions, and relationship notes. Staff add interactions directly to the timeline so the full history is visible to whoever picks up next.

Every donation — whether made online, by mobile money, via bank transfer, or at a fundraising event — posts to the donor’s giving history with the date, amount, campaign, fund designation, and payment channel. Lifetime totals, giving frequency, and average gift size update automatically so you never need to run a manual tally.

Slice donors by giving level, recency, frequency, programme interest, or any custom tag so outreach is targeted rather than blanket. Save segments as named lists that update dynamically, and hand them to your communications or events team for the next appeal or invitation run.

Record calls, meetings, emails, and site visits directly on the donor’s profile. The log shows who spoke to whom, when, what was discussed, and what follow-up was agreed — so handovers are clean and no donor feels forgotten.

For every qualifying gift, produce a formatted acknowledgement letter or official tax receipt from a template in seconds. Letters can be personalised with the donor’s name, the gift amount, the campaign, and the fund — ready to print or send by email without a mail merge.

Donors who have not given within your configured window are surfaced automatically as lapsed and queued for re-engagement. Your fundraising team sees who they are, when they last gave, and how much, so win-back outreach is timely rather than accidental.

Institutional donors often have multiple contacts, multi-year commitments, and specific reporting obligations. Nonprofit360 links contacts within an organisation, records grant agreements and pledge schedules, and surfaces renewal reminders so no institutional relationship slips.