Donor Management

Every donor, every donation, in one place.

Track contact info, gift history, tags, and notes across all your campaigns. No spreadsheets, no duplicate data entry.

Search donors…
Filters
+ New donor
NameLocationTotal#LastTag
Sarah MitchellAlbany, NY$12,5005Apr 2026Major Donor
Riverside Realty GroupAlbany, NY$25,0007Apr 2026Major Donor
James O'BrienAlbany, NY$7502Mar 2026Event
Maria LopezAlbany, NY$3003Mar 2026Recurring
David ChenNew York, NY$17,5002Mar 2026Major Donor
Aisha PatelNew York, NY$1,5001Feb 2026Event
Thomas ReillyBuffalo, NY$1,0002Mar 2026Recurring

Smart segmentation

Tag and filter donors any way you slice it.

Label donors as VIPs, recurring givers, event attendees, or anything you invent. Filter the list by tag, status, donation totals, geography, election year — then export the result as a CSV or save it as a report.

Active filters

Major DonorActiveAlbany, NY≥ $5,000 donated
47 donors match — $312,500 total

Built around how you actually work

The fundamentals, done right.

Donor profiles

Names, addresses, emails, phones, employer, occupation, and anything else that matters.

Donation logging

Amount, date, election cycle, payment method, source, and free-form notes.

Tags and segments

Custom labels for any cohort. Filter, segment, export.

Dashboard & reports

Top donors, totals by cycle, year-over-year — all up to date in one click.

Audit log

Field-level history of who changed what, and when.

CSV in and out

Bulk import existing donors, export filtered slices for FEC reports or outreach.

Stop juggling spreadsheets.

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