Keep members renewing and donors giving, and show the board exactly where every restricted gift went.
Most nonprofits run on a members spreadsheet, a separate donation tool, an event sign-up form and a treasurer who reconciles all three by hand before every board meeting. Renewals slip, receipts go out late and restricted grants are tracked in a notebook. We set up members, donors, volunteers and attendees as one set of contacts, renewals that invoice and remind on their own, gifts recorded with their receipts and their fund, events with tickets and volunteer places, and books that report by fund.
- Members, donors and volunteers on one contact record
- Renewals invoiced and reminded automatically
- Every gift and expense tracked by fund
Know who your members are, when each membership ends and who has not renewed yet, without opening a spreadsheet.
Members lapse quietly when renewal depends on someone remembering to send a letter. Each member is a contact with their membership type, individual, household or business, their start and end dates and their history of payments, and the same record shows the gifts they gave and the events they came to. When a membership is due, the renewal invoice goes out with a link to pay online, reminders follow until it is paid, and lapsed members are a list you can call or email rather than a surprise at the annual meeting.
- Membership types, start and end dates on every member
- Renewal invoices with online payment, sent automatically
- Reminders until the renewal is paid
- Gifts, events and emails on the same contact
Record every gift once, from the website, the bank or the collection plate, and send the donor a receipt and a thank-you without retyping anything.
Online gifts come through one tool, cheques and transfers through the bank, and at year end someone matches them all to send tax receipts. A donate button on your website takes card payments straight into the books. Cheques, cash and transfers are recorded as donations against the donor and the campaign, the bank feed confirms them, and each gift can carry a receipt, either one per gift or an annual statement, with a thank-you letter drafted from the same record. In-kind gifts are receipted too, without touching the accounts.
- Online gifts from a donate button on your website
- Cheques, cash and transfers recorded against the donor and campaign
- Tax receipts per gift or as an annual statement
- Thank-you letters drafted from the donation
Publish the event, sell member and guest tickets, sign up volunteers and send the reminders from the same contacts your members and donors live in.
The dinner is sold through one site, the cleanup day signed up on a form and the volunteer list kept in a group chat, so nobody knows who came to what. Each event has its page on your website with member and guest prices and free volunteer places, a limit on seats and registrations that land on the contact. Reminders and last-minute changes go out by email, attendees are checked in at the door, and after the event the attendees and volunteers are a list you can thank and invite again.
- An event page on your website with online registration
- Member, guest and volunteer tickets with their own limits
- Reminders and updates by email to everyone registered
- Attendance kept on the contact for the next invitation
Every restricted grant and gift is tracked to the programme it was given for, so the board report and the audit show exactly where the money went.
A grant for the reading programme cannot pay for the riverbank planting, but in one bank account and one set of books that line is easy to blur, and the treasurer ends up proving it by hand. Each fund, restricted or unrestricted, is a dimension in the books: every gift is recorded to its fund, every bill for books, plants or venue hire is charged to the programme that spent it, and the balance left in each fund is a report. Budgets per fund show spending against what was promised to the funder, and the board pack comes from the same numbers the auditor will test.
- Gifts and grants recorded to their fund
- Programme costs charged to the fund that paid them
- The remaining balance of each restricted fund
- Budget against actual per fund for the board and the funder
What we would set up for a nonprofit or association
The apps and add-ons behind the members, the gifts, the events and the funds, and what each one does for the organisation.
Members
Membership types and periods on each contact, with renewals invoiced and lapsed members listed.
Variable membership periods
Memberships that run a year from the day someone joins, rather than to a fixed date.
Donations
Gifts by card, cheque, cash or transfer recorded against donor and campaign, with tax receipts and thank-you letters.
Events
Event pages, member, guest and volunteer tickets, reminders and check-in at the door.
Email marketing
Renewal reminders, appeals and newsletters to the right members and donors, measured in gifts.
Website
Join, donate and register pages with online payment, landing straight in the records.
Accounting
Double-entry books with every gift and expense tracked by fund.
MIS Builder budgets
Budget against actual per fund and programme, in the reports the board and funders ask for.
Adomi Bank Sync
Transfers and card payouts imported from the bank and matched to gifts and renewals automatically.
Related
CRM
Every lead in one pipeline, with the company profile filled in and the next step scheduled.
See CRMEmail marketing
Campaigns to the right customers from your own records, measured in orders.
See email marketingAccounting
Bank feeds matched automatically, bills read for you, books your accountant can work in.
See accountingBusiness intelligence
Dashboards on one set of numbers everyone agrees on.
See business intelligenceOther industries we set up
Software as a Service
Billing, books, logins, support and email behind your product, set up and connected.
See how we helpConstruction
Estimates, job costing, subcontractors, progress billing.
See how we helpManufacturing
Real lead times, known costs before you build, dates you can keep.
See how we helpWholesale and distribution
Purchasing, warehouses, deliveries, invoicing.
See how we helpSchedule a demo.
Tell us a little about your business and what you would like to see. We walk you through how this would work for a company like yours, at a time that suits you. The first conversation is free.