Donation Management
A gift isn't done when the money lands. Batch-enter checks from the mail run, keep the to-thank list honest, and watch pledges roll up against goal, with every gift landing on the donor's record.
Checks In, Thank-Yous Out
Track Every Donation
Every mailed check, imported batch, and gift your staff logs becomes a record with amount, date, payment method, and donor attached, feeding the same reports you use for accounting and contribution filings.
CSV Import
Bring in donations by CSV from payment processors, other platforms, or the spreadsheet you've been living in. A bulk upload can mark the whole batch as already thanked, so imported history never lands on your to-thank list.
Thank-You Tracking
Mark each gift as thanked, with the date, and filter for the ones still waiting. The whiteboard to-thank list retires; a filter on the Financial Management screen replaces it.
From the Gift to the Filing
Donation Tracking
Each gift carries amount, date, payment method, campaign, batch number, and thank-you status, plus any custom fields you add for gifts, like a fund or an appeal code. Filter the Financial Management screen by any of those, then export the result to Excel or PDF for the bookkeeper or the treasurer.
Campaign Finance
Each gift holds what a political committee reports: employer, occupation, address, committee and donation-account attribution, the election it counts toward, and a batch number for reconciliation. The donor's contribution limit is checked as the gift is entered, the gift can be credited to the host who brought it in, and the Compliance tab exports Schedule A for the period.
Campaign-Specific Thank-Yous
Keep a thank-you template per campaign in the email designer, so the gala letter reads differently from the year-end appeal. Filter Financial Management for gifts not yet thanked, work the list, and mark each gift thanked with the date once the letter or email goes out.
Import & Integration
Bring gifts in three ways: a CSV from any processor or spreadsheet, the WinRed CSV importer, or the Anedot webhook. Imported gifts get the same donor record, batch number, and thank-you status as the ones your staff key in.
Pledge Tracking & Follow-Up
A pledge is a commitment with a balance. Log payments as checks arrive, filter for what's still outstanding, and pull the pledge report next to the donation report when the finance director asks how close you are to goal.
Giving History on Every Donor Record
Every donation links to a contact in the CRM. Open a donor profile to see total giving, recent gifts, and outreach history together, then use that data to build segments, plan call time, and size your next ask.
Who Enters the Gifts
Campaign treasurers
Reconcile a batch of event checks against the deposit slip before the FEC deadline, with employer and occupation already captured on each gift record.
Development associates
Batch-enter Monday's mail run of checks, then filter for gifts not yet thanked and work the list before lunch, marking each one as the letter goes out.
Finance directors
Log pledge payments as they arrive and watch outstanding balances roll up against goal before the end-of-quarter push.
Digital fundraising managers
Pull the processor's weekly CSV, bulk-import it, and mark the batch as already thanked so it stays off the to-thank list.
Record and read gifts over the API
The Donations API records gifts and reads them back. POST a gift from a custom donation page or a nightly processor sync; GET /v1/donations with startDate and endDate to reconcile against the processor statement. Gifts recorded by API land on the donor record like any other.
- POST
/v1/donationsrecords a gift against a contact and returns the donation record. - GET
/v1/donationsreturns a paginated list withstartDate/endDatefiltering for reconciliation. - Webhook events fire on contact and list changes (
contact.created,contact.updated,list.contact.added, and more). For new gifts, poll GET/v1/donationsby date range.
Frequently Asked Questions
What is donation management software?
Donation management software records each gift, links it to a donor record, and keeps acknowledgment status and reporting on the same data. FundraiserMax combines donation tracking with a full fundraising CRM (contacts, segmentation, email and SMS outreach, events, and contribution recordkeeping) so the gift and the donor are one record, not a ledger and a separate mailing list.
How much does FundraiserMax donation management cost?
$40 per user per month, or $425 per user per year. FundraiserMax doesn't take a percentage of what you raise: there's no per-donation fee and no cap on gift or pledge records, because the price is per seat. Your payment processor's own fees are separate and unchanged. The 7-day free trial has no charge until day 8, and the pricing page covers the usage-based add-ons.
Can I import my existing donation records?
By CSV. Import from payment processors, other fundraising platforms, or spreadsheets, and a bulk upload can mark imported gifts as already thanked so years of history never lands on your to-thank list. For ongoing syncs, the REST API records gifts and returns donation history filtered by date range.
Does FundraiserMax track pledges and recurring gifts?
Yes. FundraiserMax tracks both donations and pledges: record the commitment, log payments against it, and follow up on the outstanding balance. Gifts entered or imported as recurring are flagged on the donor’s giving history and in the financial export, so a sustainer whose monthly gift stopped in June is visible when you review the list in August.
Does the donation tracking support campaign finance reporting?
FundraiserMax stores what political committees need on each contribution: employer and occupation, address, committee and donation account attribution, and batch numbers for reconciliation. Every gift to a donation account is checked against that account's contribution limit as it comes in, and Financials > Compliance exports itemized gifts in FEC Schedule A columns for your treasurer's filing software. Excel, PDF, and the REST API carry the same records. Nonprofits and 501(c) organizations use the same records for acknowledgments and grant reporting.
Every gift on a record, every thank-you tracked.
Import your giving history by CSV, batch-enter this week's checks, and filter for what still needs a thank-you.Gift tracking, receipt and thank-you status, and pledge management are all included. One plan, $40 per user.