A clean, deduplicated donor database with giving history attached to every record, working today. Paste the donor export you already have, name the columns that matter (household name, email, mailing address, last gift, lifetime giving), and Taskade Genesis returns a live app where duplicates are merged, addresses are standardized, and the gaps are flagged for a quick human pass. No database admin, no migration project, no IT department.
The app embedded on this page is Contact Flow Manager, a real running Taskade Genesis build and the closest starting point in the gallery. It captures people as structured records rather than loose form replies, so sort it, open a record, add a row, then use the clone button to own a copy in about ten seconds and extend those record fields into the donor database described above. You use a finished app first, then reshape it around your own list.
What you get is a record system, not a formatted spreadsheet. Every donor row carries the fields a small development shop needs on day one: preferred name, salutation for letters, household grouping, email and mailing address, first gift date, last gift date, last gift amount, lifetime giving, giving level, source (event, appeal, web form, board referral), and a notes field the agent keeps summarized. Linked records connect each donor to the gifts, appeals, and thank-you tasks that belong to them, so opening one person shows the whole relationship instead of sending you across three tabs.
Workspace DNA is what keeps it accurate after the import. Memory holds every donor, gift, and interaction so accuracy never depends on one staff member remembering. Intelligence, backed by 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, spots duplicate households, normalizes messy formatting, and proposes merges in plain English before it changes anything. Execution turns the result into work: a task to call the lapsed donor, a draft acknowledgment for the gift that landed yesterday.
Once the list is clean, the same data renders in every layout you need without a rebuild:
- Table view, the full donor table with every field visible for bulk review
- List view, a scannable roster for a board meeting or a volunteer caller
- Board view, donors grouped by giving level or by lapse status
- Calendar view, next-contact dates mapped so nobody gets forgotten
- Plus Mind Map, Gantt, and Org Chart across the 7 project views
Automations keep the database alive. Connect Taskade automations and a donation form submission appends a donor row, a Gmail reply updates the last-contact date, and a Google Sheets export from your payment processor flows in on a schedule. With 100+ bidirectional integrations, triggers pull gift data in while actions push a Slack alert to the development lead when a first-time donor gives above your major-gift threshold. Automations run on paid plans, so a two-person shop on Pro at $10 per month billed annually gets the full loop.
The AI agents inside the app carry 34 built-in tools, including web search, file analysis, persistent memory, custom slash commands, and multi-agent collaboration. Point one at the donor table and ask for every household with two records, every address missing a postal code, and every donor who gave last year but not this year. It returns the rows, not a lecture.
Ownership is straightforward. Clone the app, invite your executive director, your development coordinator, and your bookkeeper, and the data is yours. You are not renting a seat in someone else's donor system or waiting on a vendor to add a field.
Browse live apps other operators have published in the Community Gallery, start a fresh build at Taskade Genesis, or learn the record model in Learn and custom fields. When the list is clean, move straight to segment donors by lapse risk, then set up the thank-you engine with gift acknowledgment letters.
Frequently Asked Questions
Can I import the donor spreadsheet we already keep?
Yes. Paste a CSV export, upload the file, or simply describe the columns you use and the app maps them into fields. You do not have to reformat anything first, and every merge suggestion is shown for approval before a record changes.
How does it decide that two records are the same household?
It compares name, email, and mailing address together rather than matching on a single column, then explains the reasoning behind each proposed merge. You approve, edit, or reject each one, so a father and son with the same name never get collapsed by accident.
Do we need a database person on staff?
No. You describe the fields in plain English and Taskade Genesis builds them. Renaming a field later updates every view, agent, and automation that references it, so there is no schema migration to run.
Will this work on the free plan?
You can build it and use it. The free plan includes up to 6,000 one-time AI credits (1,000 when you verify your email and 5,000 on your first build) with no monthly reset, 3 Taskade Genesis apps, and 1 agent. Automations and additional agents come with a paid plan.
Can our board see the donor list without editing it?
Yes. Invite people with view-only access, or share a filtered project showing only the fields you want visible. Permissions are set per project, so finance can see gift amounts while a volunteer caller sees only names and phone numbers.
Can we put this behind our own domain with logins?
Yes, on Business plans and above at $25 per month billed annually. Publish the app on a custom domain and turn on app sign-in so specific people log in and see only their own records.
What happens when our gift processing changes?
Describe the change and the app adapts. Add a recurring-gift field, split a source category in two, or add a soft-credit column, and the agents and automations pick up the new structure without a rebuild.
