TL;DR: Free nonprofit donor tracker with AI capacity scoring, stewardship automation, major-gift alerts, and board portal. 6× cheaper than Bloomerang ($16/mo vs $99/mo minimum). Clone the working donor pipeline in 60 seconds — no signup, no credit card. Clone the live demo →
Nonprofit donor CRMs in 2026 charge enterprise prices for what most small-staff teams actually need: a structured donor pipeline, automated stewardship, and a board portal. Bloomerang's "small" plan starts at $99/mo and gates the AI add-on at another $499/mo. Salesforce NPSP gives 10 free seats but charges $60/user above that. DonorPerfect runs $99-$549/mo. Givebutter is genuinely free but limited to payment processing — no AI, no stewardship automation, no board portal.
Taskade Genesis is built differently. The Free plan includes the AI capacity-research agent, the stewardship automation, and the board portal at $0. Pro is $16/mo flat for up to 10 staff — that's a 6× wedge versus Bloomerang at comparable feature parity. The workspace runs on the same Genesis platform that powers 150,000+ Taskade community apps.
The 6× pricing wedge in one ASCII block
Bloomerang Small Taskade Pro
────────────────── ──────────────────────────────
$99 per month $16/mo flat for 10 staff
= $1,188/year = $192/year
+ AI add-on: $499/mo AI capacity-research agent: included
= $5,988/year Stewardship automation: included
Board portal: included
Grant pipeline: included
──────────────────────────────
You save: $6,996 per year (6×)
What the cloneable donor workspace includes
A complete nonprofit operating system as a Taskade Genesis app:
Memory — every donation, interaction, grant application, board minute, and program impact stored as structured data. The Donor file becomes the source of truth. Twenty years of giving history fits in a single workspace.
Intelligence — three AI agents working the data:
- Capacity-Research Agent — scores major-gift potential from public signals + past giving patterns
- Stewardship Agent — drafts thank-you notes, anniversary outreach, and personalized appeals in your voice
- Grant Agent — drafts proposal sections from boilerplate + previous successful applications
Execution — automations across 100+ integrations:
- New donation in Stripe / Donorbox → thank-you email + receipt within 48 hours
- Major donor flag (cumulative >$1k YTD) → Slack alert to development director
- Grant deadline within 14 days → daily reminder in shared workspace
- Board meeting prep → auto-compile materials into board portal
Mermaid: the donor stewardship loop
This is the Workspace DNA loop running on every donor: Memory feeds Intelligence, Intelligence drafts Execution, Execution writes back to Memory. The capacity score sharpens with every closed major gift.
Comparison: Taskade vs the 4 major nonprofit CRMs
| Feature | Taskade Genesis | Bloomerang | Salesforce NPSP | Zeffy | Givebutter |
|---|---|---|---|---|---|
| Price (5 staff) | $16/mo total | $99-549/mo | Free (10 users) → $60/user | Free* | Free* |
| Cloneable live demo | ✅ | ❌ | ❌ | ❌ | ❌ |
| AI donor research/scoring | ✅ included | $499/mo add-on | Einstein add-on | ❌ | ❌ |
| Stewardship automation | ✅ built-in | ✅ | Custom build | ❌ | ❌ |
| Grant deadline tracker | ✅ built-in | ✅ | Custom build | ❌ | ❌ |
| Board portal | ✅ Genesis | ❌ | ❌ | ❌ | ❌ |
| 501(c)(3) receipt auto-gen | ✅ | ✅ | Custom build | ✅ | ✅ |
| Donor portal | ✅ | ✅ | ✅ | ✅ | ✅ |
| Implementation time | 60 sec to 1 hr | 2-6 weeks | 3-12 months | Instant | Instant |
*"Free" plans typically charge processing fees (Givebutter 0% + tips; Zeffy fully free but US/Canada only).
ASCII: a typical nonprofit's data flow
DONATION SOURCES TASKADE WORKSPACE
──────────────── ─────────────────────
Stripe / Donorbox ───┐ ┌──> Donor file (Memory)
Mail-in check ───┼──────►─┤ │
Event auction ───┘ │ └─► Capacity agent
Grant award │ scores 0-100
│ │
│ ▼
│ Stewardship draft
│ ◄── Reviewed by DD
│ │
▼ ▼
Gmail action Major donor alert (Slack)
│
▼
Board portal entry
How to clone and set up (5 steps · 12 minutes)
- Clone the working donor workspace into your Taskade workspace
- Import existing donors via CSV — name, contact, total given, last interaction date
- Connect Stripe / Donorbox / Mailchimp via automation triggers
- Train the capacity-research agent on your last 10 major donor wins
- Add board members via App Users — they see the board portal, not the full pipeline
The Stewardship Agent in action
A $250 donation comes in from a first-time giver via Stripe. The automation captures it, the agent drafts a thank-you within 30 seconds:
"Dear Pat — your gift of $250 will fund a week of after-school tutoring for two students in our literacy program. Last month we celebrated 23 third-graders moving up a full reading level — your gift goes directly to teachers like Ms. Robles, who told me last week 'I have never seen students this excited to come to school.' Thank you. — Jess (Development Director)"
You review and send. The agent stores the personalization angle (third-grade literacy) for next time you reach out to Pat — perhaps to invite them to the spring event.
Multiply this across 200, 500, or 5,000 donors and the AI agent is doing the work of a full-time stewardship coordinator at a fraction of the cost.
Multi-agent crews for larger nonprofits
For organizations with 10+ staff, the workspace supports specialized agents:
- Major Gifts Agent — capacity research, prospect identification, donor portfolio management
- Grants Agent — proposal drafting, deadline tracking, reporting compliance
- Events Agent — RSVP management, sponsorship outreach, day-of run-of-show
- Communications Agent — newsletter drafting, social posts, annual report sections
Each agent is built once and shared across the team. They hand off automatically — a $25K major-gift commitment auto-triggers the Events Agent to invite the donor to the next gala.
When to pick which
- 2-5 staff, < 500 donors — Taskade Free is enough. 3,000 AI credits / month covers ~150 stewardship drafts.
- 5-10 staff, $500K-$5M revenue — Taskade Pro at $16/mo flat. This is the sweet spot.
- 10+ staff, $5M+ revenue — Taskade Business at $40/mo. Adds advanced RBAC, longer audit retention.
- Already on Bloomerang and happy — keep it. Run Taskade in parallel for 90 days to evaluate the AI agent + portal value.
Internal links
- Build Your First Genesis App in 5 Minutes
- AI Custom Agents Guide
- Automation Triggers
- App Users — per-board-member sign-in
- CRM Templates Index
- Nonprofit CRM Template
- Compare: Taskade vs Bloomerang
- Compare: Taskade vs Salesforce
- Best AI App Builders 2026
- Workspace DNA Knowledge Graph
- EVE Meta-Agent
- Real Estate CRM Template
- Legal Case Management Template
Clone the donor workspace: /share/apps/a0x7katem0zdu8vb — 60 seconds, no signup
Try Taskade Genesis free: /create — build your own from one prompt
See Workspace DNA: /memory — the loop visualized
▲ ■ ● Memory · Intelligence · Execution.
Frequently Asked Questions
What is the best free donor tracking software for nonprofits in 2026?
The best free donor tracker for nonprofits in 2026 is Taskade Genesis. It includes a donor pipeline, AI capacity-research agent that scores major-gift potential, stewardship automation (thank-you, anniversary, grant-deadline), and a board portal each board member signs into via App Users. Taskade Free is $0; Pro is $16/mo flat for up to 10 staff — about 6× cheaper than Bloomerang's $99/mo minimum.
How does Taskade compare to Bloomerang, Salesforce NPSP, and Givebutter?
Bloomerang starts at $99/mo for the smallest plan, plus $499/mo for the AI add-on. Salesforce NPSP gives 10 free user seats but charges $60/user/month after that, and Einstein AI is an additional add-on. Givebutter and Zeffy are free but limited to payment processing and lack AI scoring, stewardship automation, and a structured donor pipeline. Taskade Pro at $16/mo flat includes the AI agent, automation, and portal — all in one workspace.
Does the AI agent actually research donor capacity?
Yes. The AI capacity-research agent pulls public signals (real-estate, corporate role, board memberships, prior giving history to similar causes) and scores major-gift potential on a 0-100 scale. The score is a hypothesis to inform outreach — not a final decision. Your major-gifts officer reviews and decides. The agent learns from past wins and refines scoring quarterly.
Can I track grants and government funding?
Yes. The grants tab includes a separate pipeline (Letter of Inquiry → Proposal → Submitted → Awarded → Reporting) with deadline tracking and AI agent that drafts proposal sections from your boilerplate. Connect to Instrumentl or Foundation Directory via automation for incoming grant alerts.
Is there a stewardship automation for thank-yous and anniversaries?
Yes. Stewardship automation triggers on every donation — auto-tags by amount (major donor vs general), sends a thank-you within 48 hours, schedules anniversary outreach 12 months later, and drafts a personalized note for the development director to review.
Can board members log in to their own portal?
Yes. Taskade App Users gives each board member a sign-in to their own portal page. They see meeting agendas, financial reports, donor stewardship assignments, and board-only documents — without email attachments or shared logins. The development director sees the full picture.
What about compliance and receipt generation?
Donation receipts auto-generate per donation with the required IRS 501(c)(3) language and EIN. Year-end giving statements compile from the donor record. The workspace is not a substitute for a CPA-grade accounting system, but it tracks the audit trail every funder asks about (date, amount, source, restriction).
Can a small nonprofit (2-3 staff) use this?
Yes. Many small nonprofits run on Taskade Free ($0) with 3,000 AI credits per month — enough for ~150 stewardship drafts. The AI agent compounds value as the donor record grows, so even a 50-donor file gets sharper outreach over time.
What happens if our grants and donations data becomes large?
The workspace scales. Genesis Apps support thousands of donor records, multi-year giving histories, and grant pipelines without performance degradation. For organizations with >$10M annual revenue, Taskade Business at $40/mo adds advanced RBAC and longer audit retention.