Relief Applications

Fundraising & Individual Donors: Individual donors, campaigns and gifts, linked to the funds they support.

Individual donors live in a separate CRM, so a campaign can’t be tied to the money it raised.

Restricted gifts aren’t linked to the programmes they fund, and thank-you letters and tax receipts take a day every month.

Relief One, Funding & partnerships

How it works

What each campaign raised, and what it cost.

  1. Donor records. One record per person or company, giving history, preferences and consent.
  2. Run campaigns. Appeals, events and online pages, with targets and costs.
  3. Receive gifts. One-off and recurring, imported from your payment platform’s exports (connectors built when you need them), reconciled with the bank.
  4. Say thank you. Thank-you messages, tax receipts, restricted gifts linked to the fund they support.

What it does.

Donor records
Giving history, tiers, lifetime value and lapsing flags.
Consent and preferences
Kept on each record.
Campaigns
Target, raised, cost and return, per campaign.
Recurring gifts
With follow-up when a payment fails.
Income reconciliation
Restricted and unrestricted, matched with the bank.
Restricted gifts
Linked to the fund they support in Finance.
Thank-you journeys and receipts
Thank-you messages and tax receipts where schemes exist.
Major donors and legacies
A pipeline for larger gifts and corporate partnerships.

The full list

Donor records with tiers, lifetime value and lapsing flags, consent and communication preferences; campaigns with target, raised, cost and return, recurring gifts and failed-payment follow-up, income reconciliation (restricted / unrestricted), tax receipts and gift-aid-type schemes where they exist, thank-you journeys, legacies and major donors pipeline, corporate partnerships, newsletter segments (with Outreach), restricted gifts linked to funds in Finance.

What makes the difference

  • Restricted gifts land on the fund they support.
  • Lapsing donors flagged before they leave.
  • A failed recurring gift is followed up.

With your AI agent

One question can cross several modules.

Donors' bank details and home addresses never reach the AI.

A question
“Which campaign brought the most first-time donors, and at what cost?”
Reads
Fundraising & Individual Donors, CRM, Portfolio & Communication, Finance & Fund Accounting
Comes back
The campaigns side by side, with their cost

Connected to

It shares its records with these modules.

Before you book a demo.

If a recurring gift fails, does anyone follow it up?

Yes. A failed payment is flagged for follow-up on the donor’s record. Gifts come in from your payment platform’s exports, are matched with the bank, and restricted and unrestricted income are kept apart.

Can donors get a tax receipt for their gift?

They can, where your country has such a scheme, and gift-aid-type schemes are handled the same way. Receipts go out with the thank-you journeys. Legacies, major gifts and corporate partnerships have a pipeline of their own.

Can we start with Fundraising & Individual Donors alone?

Yes. Each organisation starts with the base, then picks its modules. You can start with one and add others later.

Can we switch a module off later?

You can, and its data is kept. A module switched off disappears from menus and search, and switching it back on restores it.

Can you import from our spreadsheets and current tools?

Yes: people, projects, budgets, policies, files (including a one-time import or a live two-way sync with Google Drive), and the content of your existing workbooks. Connectors to your other systems are built as part of the project.

Next module

Funding & partnerships

Book a demo of Relief One.

Tell us how your organisation works and which modules you are looking at. We show you Relief One on the parts that matter to you.