$$50,000Major
Nonprofit donor management
Nonprofits manage complex relationships: donors at different giving levels, grants with compliance requirements, multi-year campaigns, and board reporting. One database, dozens of views.
The problem
Your nonprofit runs on one donor database. But different teams need different information. Development staff see high-value prospects and cultivation activity. Program managers track grant deliverables. The executive director needs a revenue dashboard by funding source. Board members want read-only transparency reports.
Right now, you either build separate reports and dashboards for each view, or everyone squints at the same spreadsheet. Either way, updates take time and answers lag behind reality.
How ShapeKit helps
Track donors as Contacts. Store name, giving history, interests, compliance notes, and relationship stage in one place. Contacts link to grant opportunities, campaign pledges, and program impact.
Manage pledges and grants as Deals. Each pledge or grant is a Deal. Track funding source, amount, purpose, milestone dates, and status. Activities log conversations and follow-ups.
Development team shapes a prospect view. They see donors, their giving capacity, cultivation activity, and next steps. One column shows pipeline value by funding stage. No distraction from board governance or grant compliance data.
Program managers shape a grant view. They see grants linked to their programs, deliverables, compliance deadlines, and reporting requirements. Impact data stays hidden from donors; donor contact info stays out of their view.
Executive director shapes a dashboard. Revenue by campaign, donor retention rate, grant awards vs. applications, cost of funds raised, YTD giving by source. Everything they need in one place. No waiting for reports.
Board members get a read-only transparency view. High-level metrics, fund health, major donor list, strategic goals progress. They log in when they need data. You stay out of approval loops.
What changes
One source of truth
Donor data lives in Contacts. Grants and pledges live in Deals. Everything else is a view. No more syncing spreadsheets between departments.
Same day answers
The exec director asks “What's our pipeline look like?” at 10am. They log in and see it. You didn't have to run a query or build a report.
Board meetings run faster
Board members find their data themselves. They don't email asking for “the latest donor list.” You answer questions instead of preparing reports.
Grant compliance stays clean
Program managers track their grant obligations in the same system. Milestone dates, deliverables, reporting requirements. Compliance work stops being a separate process.
Development team stays focused
They see prospects, giving history, and next actions. They don't see internal program notes or board governance data. Less noise, better conversations with donors.
Giving patterns surface faster
When donors move through pipeline stages, their activity and giving history are right there. You spot trends before the annual report.
Skills in action
Contacts
Donor profiles with giving history, relationship stage, interests, and compliance notes.
Deals
Pledges and grants tracked with amounts, milestones, purposes, and lifecycle status.
Activities
Log conversations, calls, emails, and follow-up actions tied to donors and grants.
Dashboard
Revenue by source, pipeline value, donor retention, cost of funds, grant status.
Notes
Internal program context, relationship history, impact stories, and grant details.
Tasks
Follow-ups, grant deliverables, compliance deadlines, and annual giving outreach.
Build your donor management system
One database. Multiple views. Your brand, not ours.