Giving operations, built as one system.
For nonprofits and ministries, we connect giving forms, donor records and the books, so every gift is receipted and recorded without anyone typing it in.
One gift, from form to books
- Gift made on your giving formGiving form
- Matched to one donor recordDonor CRM
- Receipt sentEmail
- Entry logged in the booksAccounting
Nobody types it in. Read the case study
Your strategy, put into practice.
Many nonprofits and ministries get a good plan from a consultant or strategist. The hard part is turning it into what happens each week, in the systems you already use. That is the work we do. We've worked alongside nonprofit consultants, and we're glad to work with yours.
What we put in place
- Year-end, giving day and matching gift appeals
- Social posting calendars that follow the plan
- Landing pages, giving pages and website updates
- Donor segments and lists in your CRM
- Automations that log, thank and receipt every gift
- Partner kits, printed donor letters and event pieces
- Reports that show how each appeal is doing
- Email series and donor journeys, from welcome to monthly giving
We already work with a fundraising consultant. Where do you fit?
Right beside them. Your consultant sets the strategy and the plan. We build it into your CRM, website, emails and social calendar, and make sure every gift and donor is recorded correctly. We're happy to join a call with them.
An extension of your team.
Working with nonprofits and ministries is a joy for us. We build and look after your giving systems, without you adding a full-time hire.
Processly rebuilt our entire donation and operations setup: new platform, payment processing, donor management, and migrated everything across without a single donor disrupted. They test before they deploy and build systems that are easy for any team to actually run. Whenever we needed further help, Processly was always available and super helpful. Genuinely good at problem solving.
We build it
Giving form, payments, donor database, automations and website, set up properly from the start.
We look after it
Updates, new features and new integrations, all documented.
We adapt as you grow
A new appeal, a new fund or a new page: you write to us, and we make the change.
It stays yours
Everything runs in your own accounts. Gifts go to your own payment account, and donor records export at any time.
Giving forms on your own website, with no percentage.
We design a giving form and build it into your own website, running on your own payment accounts. Only your processor's fees apply to each gift.
Our work is one project, quoted in writing before you start, with optional support after.
Fund a summer workshop
66% of $15,000 this summer
Puts a student in a full workshop week.
Thank you!
Example only. No payment was made.
The math on $1M raised a year
- Platform fee at 3% elsewhere
- $30,000
- Platform fee on a form we build
- $0
Our work: one quoted project.
The work around the giving form.
Donor data, websites, appeals and the automations between them. We handle those too.
- Donor data and CRM
- Migrations
- Automations
- Websites
- Appeal planning
- Google Ad Grants
- Print and event pieces
- Integrations
- Ongoing support
How a project runs.
Four steps. You see the plan and the price before any work starts.
Map
How gifts, donors and records move today, and where the time goes.
Design
A simpler way for gifts to flow, then the tools to fit it.
Build
Built, connected and tested, and your team trained.
Improve
Support, changes and what comes next, for as long as it helps.
Set up for where you operate.
Giving set up for where your organization is registered and where your donors give from.
U.S. 501(c)(3)
Written acknowledgments sent from your own system, without anyone typing them up.
International
Israel, Canada, the U.K. or several countries: we help you choose the setup that fits your structure.
Donor data privacy
Donor records stay in your own accounts and export at any time.
Payment security
Card details are handled by certified payment processors and never touch your internal systems.
Let's look at your giving operations.
45 minutes on where your systems stand and what's worth building first. If there's a fit, you get a written scope and price before any work starts.