Supporters, Gift Aid and services in one system
CRM for charities
A supporter record that covers donations, Gift Aid, memberships, events, volunteering and beneficiary services, with the HMRC Gift Aid schedule produced in one click and the data held in the UK.
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GivingDesk: the UK charities edition, in your browser
One of twelve industry systems we build from, each with its own screens, workflow and vocabulary. GivingDesk carries campaign meters, donor retention and appeal journeys, plus the pipeline, inbox with SMS and email, quotes the customer accepts online, schedule, editable automation flows, reports and a phone view. Sample data in your browser only. Your build carries your own stages, fields and rules.
Use Expand in the demo toolbar for a full screen view, press Escape to close it, or open the UK charities demo on its own page.
Who this is for
Built for UK charities
UK registered charities with 2 to 50 staff, from local hospices and community organisations to national membership bodies, currently running on spreadsheets, a legacy database or a per-record priced tool that still needs separate systems for services and volunteers.
Gift Aid without the spreadsheet
Declarations are recorded against the supporter, eligible donations are flagged automatically and the HMRC claim schedule is exported in the required format each quarter, with a report of unclaimed eligible gifts.
Memberships that renew by direct debit
Membership types, renewals, GoCardless direct debits, reminders and member benefits, with a renewal report and lapsed member follow up sequence.
Beneficiary and service records with proper access control
Case notes, sessions and outcomes for the people you serve, visible only to the service team, with safeguarding fields restricted further, and outcome reports by funder.
Fundraising events and appeals
Event registrations, ticket payments, sponsorship pages linked to supporters, and appeal performance by channel and segment.
Pipeline
The stages work moves through
A starting point we adjust to your process in the first design week. Each stage can require fields, trigger messages and create tasks.
- Enquirer
- First donation
- Regular giver
- Member
- Major donor or legacy pledger
- Lapsed
Records
What the system keeps track of
Real record types with the fields your team uses, related to each other so one screen shows the whole picture.
Integrations
Connected to the tools you already run
Two way where both sides edit the data, one way where they do not, monitored for twelve months as part of the build.
- GoCardless direct debits
- Stripe or PayPal
- JustGiving and Enthuse imports
- Mailchimp or Dotdigital
- Xero, Sage or QuickBooks
- HMRC Gift Aid schedule export
Questions we get asked
How much does a charity CRM cost?
A charity CRM with supporters, donations, Gift Aid, memberships, events and reporting is typically 7,900 to 12,900 pounds fixed, delivered in six to eight weeks. A supporter database with Gift Aid and reports starts at 4,900 pounds. There are no per-user or per-record fees, and smaller charities can phase the build over two budgets.
Does it handle Gift Aid claims?
Yes. Gift Aid declarations are stored against each supporter with the date, type and address. Eligible donations are flagged automatically, the HMRC schedule is exported in the required spreadsheet format, claimed donations are marked and a report shows eligible but unclaimed gifts so nothing is left on the table.
Is the data held in the UK?
Yes. Hosting is in a London cloud region or on a UK server, backups stay in the UK and a data processing agreement is signed for every project. Access to beneficiary and safeguarding records is restricted by role rather than by screen, and every single access is logged with who read what and when.
Can it replace Donorfy, Beacon or Raiser's Edge?
For many small and medium charities, yes, with a migration of supporters, donations, declarations and memberships handled by us. Charities move when the annual subscription has grown past a few thousand pounds, when services and volunteers need to be in the same system, or when the trustees want the charity to own its data.
More in nonprofits and charities
Tell us how your UK charities business works. We will quote the CRM that fits it.
A 30 minute written brief from you, a fixed price and a two page scope from us within two business days. No call required, no obligation.