💛
Donor Management
A complete donor CRM, pre-loaded with sample donors, gifts, and a major-gift pipeline. Open a donor, log a gift, then try the AI Automations tab and watch it draft a thank-you letter from a real record. Switching from another CRM? The Import from another CRM wizard brings your donors and full giving history over from Bloomerang, DonorPerfect, Neon CRM, Little Green Light, or Kindful.
Got 10 minutes?
Do these three things
- Watch AI draft a thank-you letter (about 3 min). Open the Donor Management demo, go to Tax Acknowledgments, and click Personalize with AI on any gift. It writes a warm, IRS-compliant letter from that donor's real gift, right in front of you, no sign-in needed.
- Generate a board meeting agenda (about 3 min). Open the Board Management demo, go to AI Automations, and build a meeting agenda. Then look at the Board of Directors, Officers, and Attendance pages to see the whole governance picture.
- Draft a piece of a grant proposal (about 3 min). Open the Grant Management demo, start the Proposal Wizard, and let the AI draft a section (like the need statement or goals) from the sample project.
Everything is pre-filled with sample data and nothing is saved to a real account. When you are ready, see pricing.
Or explore all the apps, organized by where you are in the life of your nonprofit. Pick the area that matters to you most. Everything is included in the All-Access Subscription.
Formation
Start your nonprofit on a solid footing.
Nonprofit FormationA step-by-step formation assistant pre-loaded with a sample startup. Choose your state, walk the incorporation and 501(c)(3) checklist, and generate ready-to-file documents like bylaws and a conflict-of-interest policy.Try it →
IRS Forms AssistantPrepare your IRS Form 1023 tax exemption application, Form 1024 application, and annual Form 990 return, all in one place, with a sample organization filled in. Open the Narrative Builder and let AI draft your activities description from a few details.Try it →
Board HandbookBuild a complete board handbook from sample content. Edit the sections, then generate a polished, board-ready handbook you can hand to every new director.Try it →
AI Workflow AutomationA library of ready-to-use document and email templates, plus your own uploads as private custom templates. Pick one, fill in a few fields, and watch AI draft a tailored letter, policy, or message in seconds, or type what you need on the dashboard and AI drafts it with no template at all.Try it →
Volunteer ManagementA full volunteer database pre-loaded with sample volunteers, shifts, and logged hours. Open a volunteer, check the Predictions tab for who is drifting away, and draft an appreciation note. Install it on your phone like an app, with optional push notifications for open shifts and volunteers due for recognition.Try it →
Governance
Run a healthy, organized board.
Board ManagementRun your whole board from one place, pre-loaded with a sample board. Track roster, terms, officers, and attendance, run the live in-meeting motion tracker (per-member voting with a quorum-aware pass/fail tally), send board resolutions out for electronic sign-off with a full audit trail, then open AI Automations to draft a meeting agenda or minutes.Try it →
CommitteesCharter and run board committees, with sample committees already in place. Pick a committee, generate its charter, build an agenda for its next meeting, then assemble the committees you choose into a complete handbook with a one-click preview.Try it →
Risk Management & InsuranceBuild a real risk register and insurance plan from a sample organization. Review the risks, spot your coverage gaps, and generate a board-ready risk report.Try it →
Name ChangeA guided assistant for changing your nonprofit's legal name. Walk the sample case through the IRS, state, and bank steps, and generate the notification letters.Try it →
Impact & OutcomesMeasure what your programs achieve, pre-loaded with sample indicators and data. Open the Predictions tab to see which outcomes are on pace to hit their annual targets.Try it →
Executive Director & Board
Lead the organization with confidence.
Executive DirectorA complete set of tools for the executive director, with sample plans filled in. Try the First 90 Days plan or the annual work plan, and let AI draft a board report.Try it →
Board OfficersRole-by-role guides for the President, Vice President, Secretary, and Treasurer. Pick a role, open its onboarding kit, and generate a role agreement or transition plan.Try it →
Operations & Compliance
Stay compliant and keep operations tidy.
Operations AuditScore your operations across every area, pre-loaded with a sample audit. See your weakest areas in the Predictions tab, then generate an improvement action plan.Try it →
Compliance TrackerTrack every federal and state filing deadline for a sample organization. Expand a filing to set its due date, owner, and notes, open the Predictions tab to catch filings at risk, then generate a compliance plan. Your filing deadlines also flow into your organization calendar feed, which you can subscribe to in Google, Apple, or Outlook.Try it →
Document Retention & SecurityBuild a records-retention schedule and data-security policy from sample content. Tailor it to your organization and generate a board-ready policy.Try it →
HR ManagementManage HR for a sample team, from policies to the employee handbook. Try drafting an offer letter or a job description with AI in a couple of clicks.Try it →
Fundraising & Development
Raise more money and steward your donors.
Donor ManagementA complete donor CRM, pre-loaded with sample donors, gifts, and a major-gift pipeline. Open a donor, log a gift, then try the AI Automations tab and watch it draft a thank-you letter from a real record. Coming from another CRM? The Import from another CRM wizard brings your donors and full giving history over from Bloomerang, DonorPerfect, Neon CRM, Little Green Light, or Kindful. Install it on your phone like an app, with optional push notifications for gifts to thank and pledges coming due.Try it →
Fundraising & DevelopmentA fundraising strategy and planning hub with a sample development plan. Build an annual plan, track your grants pipeline, and check the Predictions tab for your expected pipeline value. Activate supporters as fundraisers with shareable personal pages that roll up to a campaign total, run a silent auction catalog (items, winners, and payment collection), and use branded QR codes for mobile giving plus QR ticket check-in at your events.Try it →
MarketingPlan campaigns, social posts, and appeals for a sample nonprofit. Try the Campaign Kit and let AI draft your messaging, emails, and social content.Try it →
Grant ManagementManage grants end to end, pre-loaded with a sample proposal and funders. Start the Proposal Wizard and let AI draft a section, or check the Predictions tab for funder fit.Try it →
Annual ReportBuild a polished annual report from sample content with a guided wizard. Fill the sections, let AI draft the letter from leadership, and export a finished report.Try it →
Scholarship ManagementRun a clean, compliant scholarship program with sample applicants. Score applications against a rubric, then open the Predictions tab for a ranked shortlist.Try it →
More tools
Additional tools included in your subscription.
Membership ManagementManage members, levels, and renewals for a sample organization. Open the Predictions tab to spot members at risk of lapsing, then draft a renewal reminder.Try it →
Technology & Digital ServicesA technology playbook for a sample nonprofit, from your website to security. Try the Website Builder to generate a one-page site, or draft a tech plan with AI.Try it →
Subscribers also get platform-wide capabilities the demo does not show: a signed-in Workflow Assessment on the My apps portal (123 questions across 15 operational areas that become a prioritized action checklist, each gap deep-linked to the exact screen that fixes it), and push notifications, enabled with one tap on the portal, for new donations, tickets sold, time-off requests, daily digests, and team chat. Donor Management, Volunteer Management, the member portal, and the portal itself all install on your phone like regular apps.
Ready when you are.
When the demo has you convinced, take the assessment to find your starting point, or go straight to pricing to subscribe.