Donation System · nonprofit CRM
Nonprofit donation management

Every gift,
accounted for.

A donation-management system built end to end for nonprofit fundraising — donor and collector records, every donation logged, collection routes planned, and reporting your board can actually read. A modern rebuild of a tzedaka collection CRM, from the data model up.

Donor records

274

Collectors

659

Donation methods

3cash·check·card

Reporting

any period

The model

Built around how the collection actually works

Not a generic ledger — the data model mirrors real tzedaka fundraising: donors, the meshulachim who collect from them, the donations in between, and the routes that get a collector from one door to the next.

Donor records

One unified profile per donor — contact details, multiple phones and emails, home and work addresses, notes, and full giving history in a single view.

  • name
  • phones
  • emails
  • address
  • notes

Collectors (meshulachim)

A parallel directory for the people doing the collecting — their own contacts and records, each donation linked back to whoever brought it in.

  • name
  • contact
  • history

Donation tracking

Log every gift as it comes in — amount, date and time, method, and the donor–collector pair — with a scanned check attached where there is one.

  • amount
  • date
  • method
  • check img

Collection routes

Plan a collector's day as an ordered marching order — sequence the stops, leave room to insert, and watch come-backs roll forward to today automatically.

  • order
  • visit date
  • completed

Reporting

Roll the activity up into totals over any period — ready for board updates, year-end statements, and the numbers the organization has to file.

  • by period
  • by donor
  • by collector

Search, sort & filter

Find anyone by any partial match, sort every column, and filter by city, amount or status — plus inline edits, so tagging a donor's city is one click.

  • partial match
  • column sort
  • inline edit

How it works

From the door to the ledger

The daily route operation, modeled directly on how the collection runs — so the software fits the workflow instead of fighting it.

01

Build the route

Pick today's collector and add donor stops — the scheduled date defaults to today, with room in the ordering to slip in a come-back.

02

Make the visit

Work the stops in order. Each donor's profile and past giving is right there, so the conversation starts with context.

03

Record the gift

Log the donation against the donor–collector pair — amount, method, date — and attach the check image when there is one.

04

Close it out

Mark the visit complete and it drops off today's list; a missed stop rolls forward, and every gift lands in the report.

A ground-up rebuild

Rebuilt from a real, in-use app

The original ran on a no-code platform managing hundreds of donors and collectors. This rebuild keeps everything that worked and quietly fixes the rough edges — one canonical form instead of mismatched add/edit screens, consistent field names, and sensible routes.

One unified donor form — every field in one place
Normalized, consistent field labels throughout
Sensible, readable routes for every page
Check-image uploads on every add-donation path
Come-backs and route come-forward handled for you

Bring your fundraising into one clean system.

If your organization is running collections on spreadsheets or a patchwork of tools, let's talk about a donation system built to fit exactly how you work.

⌂ DashboardDesign ·ClaudeCodexGrokGeminiDeepSeek