For the director who is also the development office
The CRM that does the data entry and hands you the morning's to-do list.
Gifts from Stripe, subscribers from Mailchimp, and event signups land on the right supporter without anyone typing them in. Every morning you get a short list: who to thank, who is drifting away, who to call.
From $150 a monthYour own Stripe, nothing addedNo contact caps
Good morning, Dana.
Tuesday, September 15, 2026
Morning brief
You have 11 actions today. Start with the four overdue thank-yous, then the three supporters approaching lapse.
11 items · ~40 min
Dana Whitfield
$250 · Donation · Sep 12
Marcus Bell
registered for Spring Supper · Admission $90 · Sep 13
Priya Natarajan
$40 · monthly · Sep 13
Ruth & Samuel Okafor
Last contribution 11 months ago · $7,548.05 lifetime
01 · Nothing to key in
You stop typing. The gifts still arrive.
Connect Stripe once. Every checkout, subscription payment, and GiveLively gift becomes a contribution on the right person. Your Mailchimp list syncs in so subscriber status sits next to giving history. Event and gala signups arrive as attendees and Admission revenue. Duplicates get caught before they fragment your list.
IncludedStripe checkout, subscriptions and GiveLively · Mailchimp audience sync · Gravity Forms · Event and retreat registration · Gala Ticket Platform · Duplicate detection and merge
Nobody typed any of these.
2,418 subscribers
Subscriber status sits next to giving history.
M. Whitfield
Stripe · 2 gifts
m.whitfield@…
Marguerite Whitfield
Mailchimp · Spring Supper
m.whitfield@…
02 · Your morning list
Open the app. Know what to do.
The dashboard is a to-do list, not a report. Two thank-yous waiting, four supporters approaching lapse, three new attendees, two likely duplicates. Snooze what can wait. If you would rather not open the app, the same list arrives by email at 6:30 every morning, and a summary for the whole organization every Monday.
IncludedAction stream · Per-person snooze · Daily digest · Weekly report
Dana Whitfield
$250 · Sep 12
Marcus Bell
Spring Supper · $90
Ruth & Samuel Okafor
11 months · $7,548 lifetime
Elena Marsh
No recorded contact · $3,406 lifetime
Hannah Lindqvist
Fall Retreat · 2 attendees
M. Whitfield · Marguerite Whitfield
94% match
Good morning. Eleven things today, about forty minutes.
…and 7 more in the app. Weekly summary for the whole organization arrives Monday.
03 · Thank-yous that do not slip
Every gift acknowledged. None of them by hand.
Gifts through Stripe can get a branded receipt with your EIN the moment they arrive. Everything else waits in one view until someone marks it done, and the dashboard keeps counting until it is. Personal thank-yous go out from your own address with the supporter's first name filled in.
IncludedAutomatic receipts (optional) · Needs thank-you view · Bulk acknowledge · Personal and batch messages up to 250 · Delivery, open and click tracking
Dana, thank you. Your gift is already at work.
No goods or services were provided in exchange for this contribution.
Tomas Reyes
$100 · GiveLively · Sep 11
Marcus Bell
Spring Supper · $90 · Sep 13
Check · Okafor family
$1,000 · entered Sep 14
Dana Whitfield
$250 · Stripe · Sep 12
04 · Know who is drifting before they are gone
The people you are about to lose, named.
A supporter who gave last spring and has not given this spring is in your action stream by month eleven. Open their record and the briefing tells you the story so far and a sensible next step. Log the call from the same screen.
IncludedApproaching-lapse and at-risk signals · Smart tags · AI briefing on every record · Touchpoints and notes
App · Supporter record
Ruth & Samuel Okafor
Ruth and Samuel have given every spring since 2021, most recently $500 in October 2025 after the Fall Retreat. This spring's gift has not arrived and nobody has been in touch since the retreat. They open nearly every newsletter. A short call before the Spring Supper invitation goes out is a sensible next step.
Call before the Spring Supper invitation Soon
Surfaced from the approaching-lapse signal
Gave last spring. Has not given this spring. Surfaced automatically.
rokafor@example.org
(619) 555-0142
05 · Answers without a spreadsheet
The board asks. You click once.
Giving by year, lapsed supporters, first-time supporters, top gifts, campaign revenue: one click each, exportable, with a short written narrative if you want one. The assistant that answers questions in plain language is in beta and enabled per organization.
IncludedEleven one-click reports · CSV to 10,000 rows · Campaign goals recalculated from the gifts · AI assistant (beta)
Giving by year
Tidewater Youth Center · 2021–2026 YTD
$182k
$219k
$248k
$341k
$478k
$306k
App · Assistant panel
How much have we raised this year?
TOTAL RAISED
$306,140
COUNT
418
How many were first-time supporters from the Fall Retreat?
62 supporters made their first contribution at or within 30 days of the 2025 Fall Retreat, totaling $41,300. 18 have given again since.
06 · Events without a second tool
Sell tickets, take RSVPs, check people in. Same app.
Publish a registration page on your own domain, sell paid tickets or take free RSVPs, collect waivers and dietary needs, refund from the CRM, and check people in from your phone at the door. Every registration is a supporter and a contribution.
IncludedPaid, free and pay-what-you-want tiers · Early-bird pricing · Waivers · Refunds · Check-in mode
App · Event
Phone · check-in mode
Check-in mode
Spring Supper 2027
Public page · your domain
Presented by
Tidewater Youth Center
Spring Supper 2027
Saturday, May 9, 2027 at 6:00 PM PDT · The Boathouse
Choose your tickets
Supper seat
Early bird until Apr 1 · $90
Program only
Free RSVP
Pay what you want
Suggested $45
07 · Retreat registration
[Retreat H2 — paste verbatim from the /crm brief]
[Retreat registration paragraph — paste verbatim from the /crm brief. Nothing invented here.]
IncludedRetreat registration · Several attendees on one registration · Waivers and dietary needs · [rest — to confirm]
App · Retreat
Lindqvist household
Hannah Lindqvist, Erik Lindqvist
Okafor family
Ruth & Samuel Okafor
Reyes family
Tomas Reyes +2
Priya Natarajan
Priya Natarajan
App · Contribution feed
Every registration is a supporter and a contribution.
App · Report
First gifts
62
Total
$41,300
At or within 30 days of the retreat. 18 have given again since.
08 · Integrations
[Integrations H2 — paste verbatim from the /crm brief]
[Integrations paragraph — paste verbatim from the /crm brief.]
IncludedStripe checkout, subscriptions and GiveLively · Mailchimp audience sync · Gravity Forms · Event and retreat registration · Gala Ticket Platform · Duplicate detection and merge
Stripe
connect onceGiveLively
liveMailchimp
synced 6:14 amGravity Forms
liveEvent and retreat registration
built inGala Ticket Platform
if you use both09 · Your team, your Stripe, your list
Flat pricing. Nothing metered.
Every teammate you want, five roles, passwordless sign-in. Your own Stripe account, with card fees at your rate and nothing added. Your list grows without changing your plan.
Five roles. A link signs them in.
Nothing added. No tip in front of your supporters.
4,812
No contact caps.
10 · Security
[Security H2 — paste verbatim from the /crm brief]
[Security block — paste verbatim from the /crm brief. Only sign-in, roles and Stripe are shown below; nothing else claimed.]
IncludedPasswordless sign-in · Five roles · Your own Stripe account · [rest — to confirm]
Email · Sign in
Dana, here is your link to sign in to Tidewater Youth Center.
Sign inNo password to remember. If you did not ask for this, ignore it.
App · Settings · Team
Team
4 teammates · no per-seat fee
Running a gala this year?
That is a different job, and a different tool. Gala Ticket Platform is priced per event, lets table captains fill their own tables, and, if you use both, sends every seat to your CRM.
Built with our first customers — placeholder until written permission. No logos, no names.
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