Donor and volunteer systems
Most organisations lose supporters to silence, not to a competitor.
Someone donates or offers to volunteer, and then hears nothing. The records sit in three spreadsheets and one person's inbox. This is the least glamorous work I do and often the highest returning.
Who it is for
Organisations where donor and volunteer records live in spreadsheets and memory.
Ask about thisSound familiar?
- A donor gives once, never hears from you again, and does not give again.
- Volunteer offers go unanswered because the shared inbox belongs to nobody.
- Nobody can tell you how many active supporters you have without an afternoon of counting.
- Receipts and thank-yous go out late, or by hand, or not at all.
What you get
What is actually included
One place for supporter records
A customer relationship management system (CRM) set up around how you actually work, not a product you bend yourself around.
Enquiry routing
Every form, email and message sent to whoever should answer it, with nothing sitting for a week.
Thank-yous and receipts
Sent immediately and automatically, which is both good practice and often a tax requirement.
Appeals and stewardship
Email and WhatsApp sequences that keep supporters close between campaigns.
Lapsed-donor follow-up
Quietly bringing back the people who gave once and drifted.
Admin automation
The copying between your donation platform, spreadsheet, accounting and CRM, done by software.
How it works
Map it
Where supporters currently come from, and everywhere their details end up.
Consolidate
One clean record per person, merged from whatever you have now.
Automate
Routing, thank-yous, receipts and follow-up, running without anyone remembering.
Train
Your team learns to run it, because a system nobody uses is worse than none.
Questions people ask
Do we have to buy expensive software?
Usually not. Several strong options are free or heavily discounted for non-profits, and I will pick on fit and cost, not on commission. I take none.
Is WhatsApp appropriate for this?
In South Africa and much of Africa it is where people actually read messages, so yes, with consent and a clear way to opt out.
What about data protection?
Consent and opt-out are built in, and I keep your data in your own accounts. Your legal obligations under your country's rules stay with you and your board.
Often paired with
Impact reporting and dashboards
Proof your funders can open, instead of a folder of screenshots.
Read moreCustom tools and AI
When the off-the-shelf product does not fit, and staff time is paying the difference.
Read moreWebsites for non-profits
The site a funder opens before your meeting, and a person opens at their worst moment.
Read moreTell me about your organisation
A few lines is plenty. I will come back with what I would do first, in writing, at no charge. If I do not think I can help, I will say so.
Prefer to talk? Book thirty minutes.