Donors
Know the person behind every gift.
Bring every donation, interaction, event, relationship, communication, pledge, and activity together in one complete view of each donor.
The problem
Stewardship should not require spreadsheet archaeology.
Gifts live in one tool. Event attendance lives in another. Notes live in inboxes. By the time someone asks who Elena is, staff are reconstructing a person from exports.
Who is Elena Calder?
Still reconstructing
Five tools. One person. The history is still in pieces.
Gift path
From Gift to Ledger
One gift connects the donor, campaign, receipt, and accounting record.
Gift Received
$250 online gift from Elena Calder tagged to the Annual Campaign.
Receipt Generated
Tax receipt emailed automatically with fund and date.
Household Updated
Gift attaches to the Calder household giving history.
Accounting Mapped
Revenue posts to the correct fund and GL account.
Stewardship Triggered
Thank-you workflow and clergy notification fire automatically.
In Reports
Campaign total and donor lifetime giving update instantly.
Watch the path
Every gift connects.
A donation is not an isolated transaction. It belongs to a person, a campaign, a revenue category, and the next stewardship step.
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01
Donation
A gift is received online, in person, or as a payment toward a pledge.
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02
Donor
The gift is linked to the existing donor record without creating a duplicate.
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03
Campaign
Campaign totals and progress toward goals update to reflect the gift.
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04
Revenue category
The gift is assigned to the appropriate fund and reporting category.
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05
Receipts & reporting
Receipts and reports draw from the same donation record.
In the product
A complete donor history
Gifts, events, email, forms, notes, pledges, and volunteer activity can sit on one timeline instead of five exports.
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Gift · $250 Payment Annual Campaign · card on file
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Registered for the community gala Event Same Elena. Same record.
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Opened the January appeal Email The send is already on the person.
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Volunteer interest form Form Submitted, not a second inbox.
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Member note Note Prefers handwritten thank-yous
In the product
What this module actually covers
FAQ
Questions teams actually ask
Does a gift create a second donor if they are already a member?
The point of Benevolate is one constituent. A gift should attach to the person you already have, including household members, rather than inventing a parallel donor file.
Can we see pledges and cash together?
Pledges, pledge payments, and one-time gifts belong on the same donor history so outstanding balances are not hiding in a second workbook.
How do we thank someone without losing the context?
Notes, tasks, and communications should hang off the donor record so the next staff member does not start from a blank page.
See your donor pipeline in one place.
Bring gifts, pledges, and stewardship into a single connected system.