If you run a nonprofit, your donations probably live in a spreadsheet, your inbox, and your memory. That works until a board member asks how much you raised this quarter, or a major donor slips through without a thank-you. This donor donation CRM puts donors, pledges, and gifts into one connected workspace, so a director or development lead always knows who gave, who promised, and who needs a thank-you. Describe your programs and giving levels, and Taskade Genesis builds the structure for you.
What's Included
- Donor Records: Every donor with contact details, giving history, and notes in one card.
- Pledge Pipeline: A board that moves each gift from Pledged to Paid to Thanked, so nothing falls through.
- Gift Tracker: A table with a USD currency total for every campaign and giving level.
- AI Agent: Ask "who pledged but hasn't paid?" or "which donors lapsed this year?" and get a clear list in seconds.
- Automation: When a pledge is marked Paid, a thank-you task is created and the campaign total updates on its own.
Donors, pledges, and gifts live as connected projects, so one record links cleanly to the next.
How To Use
- Clone this app into your workspace.
- Add your donors and the campaigns or giving levels you run.
- Set up a custom AI agent to answer donor questions in plain words.
- Add an automation that sends thank-you reminders the moment a gift is paid.
- Open the board on Monday and see exactly which pledges still owe you money.
Browse more nonprofit tools in the Community Gallery.