Donor development, systematized
Turn your donor list into a donor development program.
Thank first. Steward second. Ask last.
Generic CRMs store your data. ThankFirst tells you what to do with it — who to thank, who to win back, and exactly what to ask — so you build recurring revenue instead of chasing one-off events.
The event treadmill
Working harder every year, keeping fewer donors.
High cost
Low net
Galas and events burn venue, catering, and staff time — often for a thin net after the confetti settles.
~1 in 5
Ever give again
Most first-time event donors never give a second gift. You paid to acquire them, then lost them.
Unpredictable
Revenue
Event income swings year to year. Every cycle you rebuild from zero instead of compounding.
< 50%
Donor retention (national)
Most organizations refill a leaking bucket every year. Retention, not acquisition, is the real lever.
Your spreadsheet in. Your work plan out.
From a donor file to a to-do list in four steps.
1. Upload
Drop in your CSV or Excel donor file — we map your columns and catch duplicates.
2. Auto-classify
Every donor is scored into a category, tier, and recommended ask range from their giving history.
3. Action Plan
Donors are grouped by urgency: thank first, reactivate, cultivate, and major-donor attention.
4. One-click tasks
Turn any group into assigned, due-dated tasks — real work, not a spreadsheet somebody means to get to.
About 90 seconds with your own donor file.
Guardrails, not guidelines
Three rules, enforced by the software — not left to good intentions.
The Thank-You Ratio
Every donor has a live ratio of gratitude touches to asks. Major donors need at least 3-to-1 — they're the first to leave when it slips. Most orgs have no idea what theirs is. You'll see it per donor.
OK-to-ask timing
The platform knows when a donor has been properly thanked and stewarded — and when they haven't. Try to solicit too soon and it blocks the ask with a reason and a date, requiring a justification to override.
The ask-amount engine
The recommended ask range is computed from each donor's own behavior — first gift, largest gift, recency, recurring cadence — so staff never guess. The number is tied to the donor, not the org's budget gap.
One platform
Everything a development program needs — in six modules.
Donor CRM & segmentation
Auto-computed categories (First-Time, Returning, At Risk, Major, Lapsed…), tiers, capacity ratings, and CSV/Excel import with dedupe.
The Action Plan
Your spreadsheet in, your work plan out: donors grouped by what to do next, with one-click task generation.
Stewardship engine
Thank-you ratio, ask-timing rules, 48-hour SLA alerts, and a campaign-season (Ramadan) mode — woven into every screen.
Committees & volunteers
Eight committee templates, scoped volunteer views, first-contact playbooks, weekly nudges, and compliance tracking.
Campaigns & giving circles
Gift-pyramid campaigns with donors-needed math, pledges and recognition tiers, plus renewable giving circles.
Dashboards & board view
Retention, reactivation, lifetime value, pipeline funnel, and campaign progress — with a read-only board view free of donor PII.
Built for sensitive donor data
Isolation at the database layer. Access scoped by role.
Database-layer isolation
Every organization's data is isolated by Row-Level Security on every table — enforced by the database, not the UI, and tested adversarially on every build.
Role-scoped access
Five least-privilege roles. Committee members see only their assigned donors — never wealth data. Board viewers see aggregates only, no PII.
Audit trail
Data exports and every ask-timing override (with justification) are recorded in an append-only audit log.
You own your data
Full CSV/JSON export any time, and deletion on request. No lock-in — your donors are always yours.
Send us your spreadsheet. Get back a plan.
Start a 14-day trial on Growth — or send your donor export and we'll have your Action Plan waiting at first login. No empty screen, just a to-do list of money you're leaving on the table.