Donor CRM & Profiles

Every donor, every action—organized and accessible. Build meaningful relationships and grow giving with DonorMesh’s powerful CRM tools.

Complete Donor Profiles

Each donor has a unified profile with contact info, donation history, memberships, and communication logs.

Membership Management

Assign donors to individual or family memberships with auto-renew billing and editable payment methods.

Recurring Donations

Let donors set up weekly, monthly, or annual recurring gifts using stored cards or bank accounts.

Donation Receipts

Instant and year-end tax receipts are auto-generated, emailed, and accessible to admins and donors.

Giving History

Track every donation across forms, events, cash collections, or external entries in one searchable log.

Donor Notes & Custom Tags

Add private notes, categorize donors by interest or impact, and tag for email campaigns or segmentation.

What Can You Do with Donor CRM?

  • ✔ View a donor’s full giving history, membership, and interactions
  • ✔ Enable recurring giving and allow donors to manage their own billing info
  • ✔ Track donation receipts and generate year-end summaries
  • ✔ Assign custom tags (e.g., Major Donor, Volunteer, Sponsor)
  • ✔ Write internal notes and reminders for donor follow-up