Powered by Arrowhead Advisory Group
01

Donor Management

Complete donor database with full giving history, communication preferences, engagement scoring, and smart segmentation. Track every interaction from first-time donor through major gift cultivation. Household and organizational donor records with relationship mapping.

Giving History

Every gift, pledge, and in-kind donation tracked with date, amount, campaign, fund designation, and payment method. Lifetime giving totals calculated automatically.

Engagement Scoring

Automatic scoring based on giving frequency, recency, amount, event attendance, and volunteer activity. Identify your most engaged supporters and those at risk of lapsing.

02

Fundraising Campaigns

Create and manage campaigns with goal tracking, donor outreach tools, branded online donation pages, and real-time progress dashboards. Support for annual funds, capital campaigns, giving days, peer-to-peer fundraising, and matching gift programs.

Online Donation Pages

Branded, mobile-responsive donation pages with custom giving levels, recurring options, tribute giving, and employer matching prompts. No coding required.

Campaign Dashboard

Real-time progress toward goal. Donor count, average gift size, new vs. returning donors, and campaign timeline. Share with your board or team.

03

Grant Tracking

Manage the full grant lifecycle from prospect research through application, award, reporting, and renewal. Track funder relationships, deadlines, deliverables, and compliance requirements. Never miss a reporting deadline again.

Deadline Management

Application deadlines, report due dates, and renewal dates tracked with automated reminders. Calendar view shows your full grant timeline at a glance.

04

Volunteer Coordination

Recruit, schedule, track hours, and communicate with your volunteer base. Event signup, shift management, skills matching, and recognition programs. Replace the spreadsheet chaos with a system that scales.

Hour Tracking

Volunteers log hours from any device. Supervisors approve. Reports generated for grant compliance, board reporting, and volunteer recognition.

05

Financial Reporting

Fund accounting purpose-built for nonprofits. Restricted and unrestricted fund tracking, budget vs. actual reporting, expense management, and board-ready financial statements. Not business accounting software with a nonprofit skin.

Fund Accounting

Track restricted, temporarily restricted, and unrestricted funds separately. Ensure donor intent is honored and grant funds are spent correctly.

06

990 and Compliance

IRS Form 990 preparation support with automated data aggregation from your donor, financial, and governance records. Track board governance, conflict of interest disclosures, and state charitable registration requirements.

Governance Tracking

Board member terms, meeting attendance, conflict of interest disclosures, and policy acknowledgments. The governance documentation your 990 asks about, already organized.

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