Major gift officers working from spreadsheets and personal notes because the CRM can't model a multi-year cultivation relationship with a complex donor who gives through a family foundation, a corporate programme, and direct gifts?
Retention reporting that tells you last year's LYBUNT rate but can't segment lapsed donors by programme affinity, gift size, or event attendance to inform a targeted re-engagement campaign?
Donor Management Software for Nonprofits
Custom donor management software for established nonprofits, universities, and foundations who need a donor CRM built around the full relationship -- giving history, major gift pipeline, communication log, and programme engagement -- not just transaction records.
Bloomerang, DonorPerfect, and Raiser's Edge handle the annual fund well. They struggle when a donor is simultaneously a major gift prospect, a board member, a volunteer, and a corporate match programme participant, and you need all of that reflected in a single coherent relationship view.
Individual and household donor records with complete giving history, communication log, and relationship mapping
Major gift pipeline management with cultivation stage tracking, next action scheduling, and proposal history
Prospect research integration and wealth screening for major gift identification
Donor segmentation, LYBUNT and SYBUNT reporting, and re-engagement campaign tools
RaftLabs builds custom donor management software for established nonprofits and foundations. The platform covers individual and household donor records with full giving history, communication logs, major gift pipeline management, prospect research integration, donor segmentation for annual fund strategy, and LYBUNT and SYBUNT retention reporting. Most donor management projects deliver in 12 to 16 weeks at a fixed cost.
100+Products shipped
·24+Industries served
·FixedCost delivery
·12-16Week delivery cycles
When a donor's relationship with your organisation is more complex than a transaction record
Donor management at a large nonprofit involves relationships that go well beyond giving history. A major gift prospect may have been cultivated over three years through event invitations, board introductions, and programme site visits before making their first significant gift. A corporate donor may give through four channels at once -- a direct corporate gift, employee payroll giving, a matching programme, and a volunteer day -- and the relationship manager needs to see all of that in one view when preparing for a meeting. The CRM that records a transaction and sends an acknowledgement letter is not the same tool as the one that manages a major gift programme or a principal gift cultivation.
We build donor management software for organisations where the relationship complexity requires more than a standard nonprofit CRM can model. We have built CRM and relationship management platforms for complex multi-stakeholder environments. We understand the vocabulary of major gift fundraising, planned giving, and annual fund management -- and we build the system that supports all of them.
What we build
Donor records and relationship management
Individual and household donor records with complete giving history across all gift types -- direct gifts, corporate matches, pledges, planned gifts, and gifts-in-kind. Relationship mapping for donors with complex giving patterns: a donor who gives through a family foundation, a donor advised fund, and direct gifts has one record with all three giving channels linked and visible to the relationship manager. Communication log with every touchpoint recorded -- phone calls, emails, event attendance, meetings, and correspondence -- so any team member can see the full relationship history before engaging with the donor. Soft credit recording for donors who direct gifts through donor advised funds or whose employer matches their giving. Household giving combined for retention analysis and cultivation decisions while individual records are maintained for acknowledgement and tax receipt accuracy.
Major gift pipeline management
Major gift pipeline with prospect assignment to gift officers, cultivation stage tracking, ask amount and ask date projections, and proposal history. Moves management workflow with defined cultivation stages -- identification, qualification, cultivation, solicitation, and stewardship -- and the next action and owner for each prospect visible on the gift officer's dashboard. Proposal tracking with ask amount, ask date, decision date, and outcome recorded for every solicitation. Portfolio reporting for major gift directors showing the full caseload for each gift officer: number of prospects, stage distribution, projected ask total, and proposals pending decision. Stewardship schedules for donors who have made a significant gift -- the touchpoints required during the stewardship period managed as a workflow rather than left to the relationship manager's memory. Planned giving pipeline for bequest expectancies with donor intent documentation, estimated estate value, and relationship management notes.
Prospect research and wealth screening
Wealth screening integration with major prospect research providers -- DonorSearch, iWave, or Wealth-X -- with screening results stored against the donor record and used to populate the estimated capacity rating. Prospect research notes from internal and external research stored against the record and accessible to the gift officer alongside the screening data. Capacity and inclination ratings with the basis for each rating documented so ratings are defensible and reviewable rather than subjective numbers without context. Prospect identification from existing constituents using wealth screening results and engagement data to surface donors in the mid-level or annual fund who may be ready for a major gift conversation. New prospect identification from event attendees, volunteer lists, and peer referrals with record creation and initial qualification workflow.
Donor segmentation and annual fund management
Donor segmentation by any combination of giving history attributes -- gift size, recency, frequency, programme fund, event attendance, volunteer activity, communication preference. LYBUNT (gave Last Year But Unfortunately Not This year) and SYBUNT (gave Some Year But Unfortunately Not This year) reporting with drill-down to individual donor lists for each segment. RFM analysis (recency, frequency, monetary value) for annual fund prioritisation and upgrade strategy. Segment-based solicitation history -- which segments received which appeals, response rates by segment, and revenue attribution by appeal type. Mid-level donor tracking for the giving range between annual fund and major gifts, often the most undermanaged segment in larger organisations. Monthly giving programme management with donor acquisition, retention, and upgrade tracking separate from lump-sum annual giving data.
Acknowledgement and stewardship workflows
Acknowledgement letter generation from gift records with configurable templates by fund, gift type, and donor segment -- major gift acknowledgements personalised differently from annual fund receipts. Tax receipt generation compliant with IRS requirements for US organisations (substantiation language for quid pro quo gifts, non-cash gift acknowledgements) or equivalent requirements for other jurisdictions. Pledge reminder workflows for multi-year pledges with automatic reminder letters or emails at each scheduled payment date. Stewardship report generation for restricted gifts -- the annual or semi-annual report to major donors showing how their gift was used, drawn from programme data rather than assembled manually. Named fund management for organisations with endowed or named funds requiring donor-specific annual reporting.
Data quality and reporting
Deduplication tools for identifying and merging duplicate donor records -- a persistent problem in organisations that have migrated data from legacy systems or merged with other organisations. Address validation and National Change of Address (NCOA) processing for organisations with large direct mail programmes. Deceased donor management with notification workflow for sensitive record updates. Retention rate and attrition analysis with year-on-year comparison of first-year donor retention, multi-year donor retention, and segment-level attrition rates. Fundraising performance dashboard with total revenue, donor count, average gift, new donor acquisition rate, and lapsed donor re-engagement rate for the board and senior leadership. Custom report builder for development staff who need to produce reports not covered by standard dashboards without requiring IT involvement.
Frequently asked questions
Yes. Data migration from existing nonprofit CRMs is part of every implementation. We map the data structure of your current system to the new system during discovery, identify data quality issues that need to be resolved before migration, and run the migration with validation checks to confirm completeness and accuracy. Raiser's Edge, Blackbaud CRM, Bloomerang, DonorPerfect, and Salesforce Nonprofit are the systems we most commonly migrate from. The migration plan is agreed and tested with sample data before the full migration runs. We retain the legacy system in read-only access for a defined period after go-live so staff can reference historical data during the transition.
Donor advised fund and family foundation gifts are handled through soft credit and relationship linking. The gift is recorded against the DAF or foundation as the legal donor for receipt and acknowledgement purposes. A soft credit is recorded against the individual donor who directed the gift, so their giving history and cultivation record reflect the full relationship rather than only the direct gifts. Relationship linking connects the individual donor record to the DAF or foundation record so the relationship manager sees both views from either record. For donors who give exclusively through a DAF or family foundation, the prospect research and cultivation records are maintained on the individual record while the gift and tax receipt history sits on the legal entity record.
Yes. Gift officer mobile access for meetings, events, and prospect visits is a standard requirement. The mobile interface gives gift officers access to the donor record, the giving history, the cultivation notes, and the next action for any donor they are meeting, without requiring access to the full administrative system. After a meeting, the gift officer logs the contact report and updates the next action directly from their phone, with the record updated in the central system immediately. For events where multiple staff are meeting donors, the event attendance and contact recording features work on mobile without requiring a laptop at the event.
A donor management platform covering individual and household records, giving history, communication log, major gift pipeline management, standard acknowledgement workflows, and a reporting dashboard typically runs $40,000 to $70,000. Adding prospect research integration, wealth screening, advanced segmentation, and custom report building typically brings the total to $60,000 to $100,000. Integration with an online fundraising platform, a finance system, or an existing event management tool adds scope scoped during discovery. We price every project at a fixed cost agreed before development starts.
