Know your donors and
build relationships
Complete donor profiles with giving history, communication tools, and engagement tracking. Send statements, identify trends, and cultivate lasting partnerships with your givers.
Total Income
$284,520
+12%
Expenses
$198,340
-5%
Net
$86,180
+18%
New Donation
+$250 received
Features
Complete Donor Management
Tools to track, engage, and grow your donor relationships
Donor Profiles
Complete profiles with contact information, family relationships, and communication preferences. Know your donors.
Giving History
Full giving history for every donor. See total giving, giving by fund, and year-over-year trends.
Household Giving
Track giving by household or individual. Combine family giving for statements or view separately.
Communication Tools
Email donors directly from the system. Send thank you notes, updates, and announcements.
Giving Statements
Generate and send giving statements for any period. Year-end statements, quarterly updates, or on-demand.
Donor Search
Find any donor instantly. Search by name, email, address, or giving amount. Filter by criteria.
Donor Tags
Tag donors for segmentation. First-time givers, major donors, volunteers, or custom categories.
Giving Trends
See giving trends for each donor. Identify patterns, growth, and potential lapsed donors.
First Gift Tracking
Know when each donor first gave. Track new donor acquisition and retention over time.
Address Management
Keep mailing addresses current. Import from spreadsheets, update individually, or let donors self-manage.
Easy Entry
Add new donors quickly. Minimal required fields with option to add full details later.
Donor Analytics
Analyze your donor base. See giving distribution, retention rates, and growth metrics.
Track complete giving history for every donor
Manage contact information and communication preferences
Send giving statements and thank you messages
Identify giving trends and potential lapsed donors
Build stronger relationships with your givers
Use Cases
Real-world applications
Year-End Statements
Generate giving statements for all donors in minutes. Email directly or print for mailing. IRS-compliant format.
New Donor Follow-Up
Identify first-time givers and send personalized thank you messages. Start relationships on the right foot.
Lapsed Donor Outreach
Spot donors whose giving has declined. Reach out with care and re-engage them with the church.
Major Donor Cultivation
Track your most generous supporters. Build deeper relationships and steward their continued partnership.
FAQ
Frequently Asked Questions
Everything you need to know about this feature
How do I import existing donor data?
Import donors from a CSV or Excel file. Map your columns to ChurchFinance fields, and all donor profiles are created with giving history intact.
Can donors belong to the same household?
Yes! Link donors to households to combine giving for family statements while tracking individual contributions. Households can share addresses and receive combined communications.
How do I identify first-time donors?
ChurchFinance automatically tracks first gift dates. Filter your donor list by first-time givers to send personalized thank you messages and welcome new donors.
Can I track non-financial engagement?
Yes! Add tags and notes to donor profiles for volunteer status, interests, and engagement. Build complete relationship profiles beyond just giving.
Still have questions?
Contact our support team