What a donor sees, and what your team sees.
For a donor
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Learn.
Fifteen short guides, written without jargon. Each one says what the method is, who is involved, what they will be asked for, what to ask you, and roughly how long it takes.
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Choose.
They start from what they want to understand, not from a list of financial products. Someone who wants to give monthly and someone holding appreciated shares do not need the same page.
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Connect.
When they are ready, your team opens a private case with them. They see every next step and whose turn it is. They never see another donor’s anything.
For your team
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One page per gift.
Next steps in order, who is responsible, what is already done, and what changed since you last looked.
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Inquiries and stewardship.
A queue of who asked what, and a scheduler for the followups that otherwise live in someone’s head.
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A thank-you that waits for the gift.
The composer stays closed until the gift is confirmed complete, because a thank-you sent early is worse than one sent late.
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An advisor can read one case.
A donor can share a single case with their lawyer or accountant through a code that works once, lasts fifteen minutes, and shows no donor name. They can end it sooner.
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Activity in sentences.
Every action is recorded, and the record reads as English rather than as a log.
What it is not
It is not a CRM, a payment processor, a donation page, or a replacement for your accountant or your counsel. It explains, and it coordinates. Everything else stays where it already is.