Every channel keeps its own list
Donations arrive through several platforms and only one of them syncs. The rest get downloaded, matched by hand and re-keyed.
Donor data, CRM and AI insight · one system
All your charity’s data in one place.
CMS: Central Management System. Fundraising, donors, volunteers and project delivery on one shared record.
Stop moving data between the platforms you use. With everything in one place, built-in AI can answer questions in plain English, flag who to contact next and turn each answer into a call list or campaign — no spreadsheets, no report builder.
- Your websiteDonation formsWebsite
- Peer-to-peer pagesVolunteer fundraisersPeer-to-peer
- Crowdfunding platformExternal appealCrowdfunding
- Direct DebitMonthly givingDirect Debit
- Bank transferMatched from statementBank
One donor record124 synced today
SHSara H.via your website · Gift Aid£75
MAMasjid Al-Noorvia bank transfer · Well #114£3,200
OSOmar S.via peer-to-peer · Ramadan 2026£60
HPHannah P.via crowdfunding · Well #114£120
YRYusuf R.via Direct Debit · Sponsorship£25/mo
AKAmina K.via your website · Zakat£500
Matched to existing donors · duplicates merged · Gift Aid checked
The problem
Your donor data lives in five places. Nobody sees the whole picture.
The rest lives in inboxes and spreadsheets
Field reports, volunteer hours and Gift Aid forms sit wherever they were last saved. Someone has to find them and attach them to the right supporter.
A ledger, not a plan
Your CRM tells you what a donor has already given. It never tells you who to call next.
Ask your data
Ask your data a question.
Every CRM can tell you what happened. This one can be asked why, who, and what to do about it — in the words you’d use with a colleague.
Ask anything across your charity’s data.
Ask
Plain-English questions across donations, donors, volunteers, campaigns and project delivery. No query builder, no report designer, no waiting on someone technical.
“How much did we raise in Qurbani last year versus this year, by country office?”
Spot
Patterns nobody had time to look for. Lapsing segments, giving anniversaries, campaigns underperforming against their own history.
“Which volunteers brought in donors who are still giving 12 months on?”
Act
Every answer is a working segment, not a dead end. Turn it into a call list, an email audience or a campaign in one click.
“Show me every donor who complained in the last year and gave again anyway.”
Runs on your data only. Never trained on it, never shared with other charities.
Every answer shows the filter it used, so you can check the working before it reaches a board pack.
Read-only by default. It reports on your data; it never edits it.
Role-based: country offices can only ask about their own records.
Manage your whole charity from one place
Why we call it a Central Management System.
Charities don’t have a software problem. They have a seams problem. Donations in one platform, supporters in a CRM, volunteers in a spreadsheet, Gift Aid in a finance export, field reports in a folder — and a person whose job is quietly to carry data between them.
CharityCMS puts one donor record at the centre and feeds it from every channel. Your CRM, volunteers, Gift Aid, beneficiaries and project delivery all run off that record, with AI working across all of it. Everything we add afterwards plugs into the same record, rather than becoming another thing to reconcile.
One donor record
Channel sync & matching
Donor CRM
AI insight
Volunteer management
Finance & Gift Aid
Beneficiary records
Project & delivery tracking
Email marketing
Further add-ons
Solid modules are part of the system from the start. Outlined modules are on the roadmap, shaped by founding partners.
How it works
Bring every channel into one record, then put it to work.
Keep the platforms you already raise through. CharityCMS syncs what comes in from each one, matches it to the right supporter and keeps the full history on a single record.
With everything in one place, the AI can see what no single platform can: who is lapsing, who gives across channels, and who to call next.
Step 01
Connect
Link the platforms and channels you already raise through, and bring in your history.
Crowdfunding platforms
Payment processor
Direct Debit
Bank feed
Step 02
Match
Each gift is matched to the right supporter, so every person has one complete record.
3 records → 1 donor
Gift Aid declared
Household linked
Step 03
Understand
AI looks across every channel to spot patterns and answer questions in plain English.
Lapsing: 41 donors
Anniversary: Amina, Oct
Gave on 3 platforms: 58
Step 04
Act
Turn each answer into a call list, a segment or an update to the donors who funded a project.
Call list created
Segment saved
Update sent · logged
Already raising on other platforms? Keep them. We sync what comes in and give you one place for everything else.
What you get
Connected data, a CRM, and something that tells you what to do next.
Not three products with an integration between them. One database, one donor record, one login.
01 · Connected data
Every channel, one donor record.
Sync from any channelCrowdfunding and peer-to-peer platforms, payment processors, Direct Debit, bank feeds and your own website forms.
Automatic matchingNew gifts are matched to existing supporters and duplicates are merged, so each person has one record.
Full giving historyEvery gift from every channel on one timeline, not split across five exports.
Gift Aid from any sourceDeclarations are kept with the donor whichever platform they were collected on.
Historic importBring in past giving from spreadsheets and old systems so reporting starts with the full picture.
Multi-currency, multi-officeUK, Canada and HQ on one system, with reporting kept separate.
Zakat and restricted fundsDesignations are kept from any channel and tracked through to delivery.
02 · CRM
One record per donor. Tags that actually report.
Single donor recordContact details, full giving history, communication log, complaints and engagement notes in one view.
Tagging that actually reportsFund, product and campaign tag on every donation.
Household and organisation linkingOne gift, three related records, no duplicates.
Project delivery trackingA field office uploads a completion report against a project ID and every donor who funded it receives it.
Volunteer recordsEvent attendance and hours on one side, funds raised and donors recruited on the other. Tiers, points, leaderboard.
Implementation partner recordsWhich partner delivered what, where, and whether it landed on time.
Role-based accessCountry offices see their projects. HQ sees everything.
03 · Insight layer
Prompts, not a dashboard nobody opens.
Lapsed segment
41 donors gave to Ramadan last year and haven’t given yet this year. Here they are.
Anniversary
Amina gave £500 in October three years running. October is in six weeks.
Campaign performance
Your water appeal is converting at half the rate of your orphan appeal. The difference is the second email.
No chatbot bolted onto a settings menu. Prompts that arrive when they’re useful — and a place to ask your own questions when you have them.
Standing reports
The reports you run every month, already built.
Income by fund, product, campaign, appeal and country office, over any date range
Restricted vs unrestricted split, with designated funds tracked to delivery
Donor retention and lapse rates, first-time vs returning, average gift and lifetime value
Recurring giving health: active mandates, new starts, cancellations, failed payments
Gift Aid claim reports, ready for HMRC submission
Campaign performance: raised against target, conversion rate by traffic source, cost per pound raised
Volunteer contribution: hours, funds raised, donors recruited, by person and by region
Project delivery status: what’s funded, what’s in progress, what’s overdue a report to donors
Board pack export: pick a date range, get the same six charts every quarter, as PDF or CSV
Schedule any report to arrive by email weekly or monthly
Country offices see their own numbers; HQ sees the consolidated view
Built for one-to-one giving
Sponsorship, wells, masjid builds, Qurbani.
Each product carries a feedback schedule: an update at the start, at the mid-point and on completion. The schedule is created when the donation arrives, from whichever channel it came through, so the obligation is visible from day one — with an owner and a due date.
Field offices upload reports, photographs and completion evidence against a project ID. Everyone who funded that project receives it, and it is logged on their record. No filenames matched to names by hand.
Well #114 · Sindh
In buildDonation allocated
Automatic
12 Mar
Start photos uploaded
Sindh field office
02 Apr
Mid-point report
Sindh field office
19 May
Completion certificate
Sindh field office
Due 30 Jun
Linked to 3 donor records · 2 recurring, 1 one-off
Illustrative scenarios
What changes on a Tuesday morning.
Modelled on workflows we’ve mapped with charity partners.
The monthly reconciliation
Before
A fundraising officer downloads exports from three giving platforms on the first of the month and matches 380 donors by hand. Two working days, and duplicates creep in every time.
After
External donations sync on arrival, matched against existing records. The two days go back to the officer, who spends them on the top 50 donors.
The sponsorship feedback loop
Before
A field office emails 60 annual child reports as a zip file. The UK team downloads, renames, finds each sponsor, attaches, emails. Three weeks, and four sponsors get the wrong child.
After
The field office uploads against child IDs. Every sponsor gets their report the same day, branded, logged to the donor record automatically.
The volunteer nobody was tracking
Before
A regional lead “just knows” Yusuf is one of the good ones. Nobody knows he raised £11,400 across two Ramadans and brought in 34 first-time donors.
After
Yusuf tops the regional leaderboard, gets recognised at the annual dinner, and his 34 donors are flagged as a distinct acquisition segment.
The lapsed campaign segment
Before
Ramadan planning starts with “let’s email everyone.”
After
Filter — gave Ramadan 2025, hasn’t given Ramadan 2026, average gift over £100. 41 people. A phone list, not an email blast.
Founding partner programme
We’re taking a small number of founding charities.
Founding partners shape the roadmap directly with the build team and hold preferential terms for the life of the partnership. The group is deliberately small enough that your requirements actually get built.
5places in the founding cohort
Founding partners get every module we release at their founding rate, including the ones that don’t exist yet.
Start a conversation01
Direct line to the build team
Fortnightly sessions with the people writing the code, not an account manager.
02
Roadmap influence
Your operational requirements get prioritised while the product is still forming.
03
Preferential terms
Founding commercials, held for the life of the partnership.
04
Hands-on migration
We do the data work alongside your team rather than handing you an import template.
FAQ
The questions we get asked first.
Central Management System — not content management system. CharityCMS brings the donor data from every platform and channel you use into one shared record, then runs your CRM, volunteers, Gift Aid, beneficiary records and project delivery off it. Later additions, such as email marketing, are built on the same record rather than becoming another tool to reconcile.
The channels charities raise through most: crowdfunding and peer-to-peer platforms, payment processors and website donation forms, Direct Debit, bank feeds, and spreadsheet or CSV imports for everything else. Tell us what you use; if a channel isn’t covered yet, we’ll say so before you commit.
It runs on your data only and is never trained on it or shared with other charities. It is read-only by default, so it reports on your records but never edits them. Every answer shows the filters it used, and role-based access means country offices can only ask about their own records.
You do. Your charity is the data controller and CharityCMS is the processor, under a DPA signed before onboarding. Data is hosted in UK/EU regions, encrypted in transit and at rest, with role-based access and an audit trail on every donor record.
Yes. We have mapped migrations from spreadsheet-and-inbox setups as well as Salesforce NPSP, Donorfy, Beacon and N3O exports. Donors, giving history, funds, campaigns and recurring mandates are mapped, loaded into a staging environment for your team to check, then cut over on an agreed date.
Declarations are brought in from every channel and stored against the donor with date, type and source. Eligible donations are flagged automatically and claims come out as an HMRC-ready schedule, with claimed and unclaimed amounts reconciled back to the donor record.
You export everything — donors, giving history, notes, documents, volunteers — as CSV plus original files, at any time, without asking us. On termination we provide a full structured export and delete your data on a defined schedule, confirmed in writing.
A founding partner with straightforward data typically has their main channels connected and syncing in four to six weeks, with CRM migration and field-office reporting following in the same quarter. Multi-office setups take longer, and we will say so before you commit.
Stop reconciling. Start knowing who to call.
Tell us how you fundraise today and we’ll walk the system against your own campaigns. Founding partner conversations, not sales calls.
Early access enquiry