AI and automation for nonprofits and faith organizations.
Donors thanked right away, volunteers organized and funder reports that write themselves, so more goes to the mission.
built for
registered charities
faith communities
foundations
community organizations
→ a priced roadmap in 10 business days, first results in weeks
> 01 / what we hear
Small teams, big missions
Receipting backlog
Tax receipts issued weeks after the gift.
Volunteer chaos
Shifts organized by email and group chat.
Grant reporting crunch
Numbers gathered by hand at deadline.
Scattered donor data
Donor history in several spreadsheets.
> 02 / the donor journey
Where time and money leak, stage by stage
Pick a stage. Each saffron square is a leak we commonly find.
01
Engage
what happens
Supporters discover the cause.
where it leaks
One-off appeals with no follow-up
✓ the fix
Welcome journeys for new supporters.
marketing/lead-nurture
moves: donor acquisition
02
Give
what happens
Donations and receipts.
where it leaks
Receipts and thank-yous delayed
✓ the fix
Receipts and personal thank-yous as gifts arrive.
nonprofit/donor-receipts
moves: time to receipt
03
Volunteer
what happens
Volunteers sign up and serve.
where it leaks
Unfilled shifts
✓ the fix
Sign-ups, reminders and swaps.
nonprofit/volunteer-scheduling
moves: shifts filled
04
Report
what happens
Funders and board.
where it leaks
Reports built at deadline
✓ the fix
Program numbers pulled into reports on schedule.
nonprofit/grant-reporting
moves: reports on time
05
Steward
what happens
Keeping donors close.
where it leaks
Lapsed donors not noticed
✓ the fix
Segments for lapsed and recurring donors.
marketing/audience-segments
moves: donor retention
> 03 / the numbers we move
KPIs you already track
Donor retention
Time to receipt
Volunteer shifts filled
Grant reports on time
Admin cost ratio
Recurring donors
Event attendance
Data accuracy
> 04 / built for the rules you work under
Compliance designed in
CRAOfficial donation receipts include the required elements.
ONCAMember and board records supported (Ontario).
CASLFundraising and newsletter consent tracked.
PrivacyDonor and member information handled with care.
> 05 / where to start
Workflows for nonprofits
nonprofit/donor-receiptsDonor receiptsTax receipts and personal thank-yous as gifts arrive.
nonprofit/volunteer-schedulingVolunteer schedulingSign-ups, reminders and shift swaps.
nonprofit/grant-reportingGrant reportingProgram numbers pulled into funder reports on schedule.
marketing/lead-nurtureLead nurtureFollow-up sequences triggered by what each lead did.
> 06 / questions
Executive directors ask us
Do automated receipts meet CRA requirements?+
They are built from the required receipt elements, and your team approves the template.
We have a tiny budget. Where do we start?+
Usually receipting and volunteer scheduling. Both pay back quickly in time saved.
What happens to the time we save?+
That's your call. Most teams put it into customers, growth and the projects they keep postponing.
How fast can we start?+
A free 30-minute call, then your strategy and priced roadmap in 10 business days. First results are usually live in weeks 3 to 6.
book --discovery-call
More of every dollar to the mission.
You'll leave the call with three things worth fixing, whether or not we work together.