Contact Management
Every donor, one record. Giving history, event attendance, call notes, and family connections stay attached to the person. The next ask starts with the full story, not a spreadsheet hunt.
What Changes When the File Lives Here
One Record Per Person
Contact details, giving history, call notes, and tags live on a single profile. When a donor calls back after two years, whoever answers sees the whole relationship.
Search That Keeps Up
Type a name, organization, email, or phone number and the list narrows as you go. For giving level, location, last gift date, or tags, build a smart list or a target search from the same records. No exports, no VLOOKUP.
Tags and Fields That Drive Lists
Track volunteer status, donor levels, and interests with your own tags, or add a custom field for a precinct or member ID, then turn either into an outreach list. The organizing scheme is yours, not a preset taxonomy.
Everything Attached to the Record
What Sits on the Record
Every address, phone, and email you have for the donor, employer and occupation for the FEC record, an employment and education history, and links to a spouse, business partner, or family member already in your file. Gifts, pledges, and event RSVPs show on the same record.
Your Own Fields
Add text, number, date, and pick-list fields under Settings > Custom fields, on contacts or on gifts. They sit on the form next to the built-in fields, filter in Target and smart lists, map on import, and come out in every export. Merging two records keeps the survivor's values and fills in its blanks.
PACs From FEC Reports
Pick the campaigns to look at and see the PACs and party committees that gave to them, from those campaigns' FEC reports. Add the ones you want as organization contacts with their mailing address; the next search marks the ones you already have.
Activity Timeline
Gifts, pledges, calls, meetings, emails, and texts on one dated timeline. Before a call, scroll it once and you know what was said last time and what they gave after.
Data Security & Privacy
Every connection is encrypted (HTTPS), sign-in supports two-factor with an authenticator app, and owners can require it for the whole team. Roles (owner, admin, manager, volunteer, viewer) limit who can export, edit donations, send or delete. The audit log shows who signed in, exported, deleted, or merged what, and every merge can be undone.
CSV Import, Excel Export
Bring the file with you. Import contact lists and giving history from CSV or Excel, then export any list back out to Excel whenever you need it. A REST API and MCP support let AI assistants and your other tools read and update contact records directly.
Segment-Ready Contact Data
Giving totals, last gift date, location, organization, title, status, flags, tags, and your custom fields can each drive a list. Send those segments straight into email and SMS outreach, call time sessions, or event invitations. A gift recorded this morning moves that donor into the right list the next time you rebuild it.
Who Works the File
Campaign finance directors
Open one profile before a call and see giving to date, employer and occupation for the report, and the note from last month's event. No tab-switching between systems.
Nonprofit development officers
Track a major-gift prospect from first coffee through signed pledge, with every meeting, call, and email logged on the timeline where the whole team can see it.
Fundraising consultants
Run separate client databases under one login, with role-based access keeping each organization's donor file walled off from the others.
Teams leaving spreadsheets
Import the whole donor file from CSV, and keep every gift, note, and conversation attached to the right person from day one.
Frequently Asked Questions
What is a donor management CRM?
A donor management CRM stores every supporter in one database (contact details, giving history, pledges, event attendance, and notes) so the team tracks relationships there instead of in spreadsheets. FundraiserMax pairs contact management with donation tracking, segmentation, email and SMS outreach, and compliance tools.
How much does FundraiserMax contact management cost?
Pricing is per seat: $40 per user per month, or $425 per user per year. The size of your contact file never changes the bill; you pay for the people using the software, not the records in it. The 7-day free trial has no charge until day 8, and the pricing page lists the usage-based add-ons.
Can I import my existing donor list?
Yes. Import contact lists and giving history from CSV or Excel, whether that is a spreadsheet or an export from a previous system, and export any list back out to Excel. A REST API and MCP support for AI assistants are there when you need programmatic access to your contact data.
Can I add my own fields to a contact?
Yes. Under Settings > Custom fields, an owner, admin, or manager adds text, number, date, or pick-list fields to contacts or to gifts: a precinct, a class year, a member ID, a fund. They show on the contact and gift forms, work as filters in Target and smart lists, map from a column on CSV import, come out in exports, and are readable and writable through the REST API.
Can I add PACs that give to candidates like mine?
Yes. Under Data > Integrations > FEC, pick the campaigns you want to look at and FundraiserMax lists the PACs and party committees that gave to them, from those campaigns' FEC reports, with totals and dates. Import the ones you want as organization contacts with their mailing address; a later search marks the ones you already have. Only committees are listed: federal law doesn't allow using individual donors from FEC reports to ask for money.
Is there a limit on how many contacts I can store?
There's no contact cap on any plan. Pricing is per user, so the database can grow from a first donor list to a full supporter file without changing plans or paying more per record.
Does contact management work for both campaigns and nonprofits?
Both. Campaigns get campaign finance tools alongside the contact database; nonprofits use the same profiles, donor targeting, and pledge tracking for members and major gift prospects.
Your donor file, out of the spreadsheet.
Import your CSV, invite the team, and start every ask with the full history in front of you.$40 per user per month for the whole platform. 7-day free trial.