| The System of Action for Nonprofits |
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Table of Contents
1. Platform Overview & Positioning 2. Donation Processing & Checkout 3. Recurring Giving & Subscription Management 4. Campaign Management 5. Peer-to-Peer Fundraising 6. Events & Ticketing 7. Pledges & Capital Campaigns 8. Donor CRM & Management 9. Households & Relationships 10. Marketing Automation & Journeys 11. Communication Lists & Email Messaging 12. Donor Portal & Self-Service 13. Forms & Data Collection 14. Analytics, Reporting & AI 15. Integrations & Data Management 16. A/B Testing & Optimization 17. Payment Processing & Financial Operations 18. Competitive Positioning Quick Reference1. Platform Overview & Positioning
WeGive is a comprehensive nonprofit fundraising and donor engagement platform designed for mid-market to enterprise nonprofits (200M annual revenue). We consolidate what typically takes 5–10 disconnected tools into a single, modern platform, giving nonprofits one system of record for donations, donor management, marketing, events, and analytics.| Key Positioning Statements: The Digital Platform for Nonprofits — everything needed to raise funds and engage donors in one platform. Eliminates the integration tax: no more paying for and maintaining connectors between siloed tools. Purpose-built for nonprofits — not a generic CRM or payment form bolted onto for-profit software. Modern, intuitive UX that reduces training time and increases team adoption. Enterprise-grade payment processing with donor-friendly checkout experiences. |
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Who We Serve
Our ideal customer profile includes organizations with 200M in annual revenue that are frustrated by fragmented tooling, expensive integrations, and poor donor experiences. Common personas include Development Directors, VP of Advancement, CTO/CIO, and Executive Directors/CEOs who want operational efficiency and better fundraising ROI.Platform Pillars
| Feature | Description | Sales Use Case |
|---|---|---|
| Raise | Donation processing, recurring giving, events, P2P, pledges | ”Replace your giving platform, event tool, and P2P provider with one system.” |
| Manage | Donor CRM, households, tagging, custom fields, notes | ”Your donor data lives where your donations happen — no sync delays.” |
| Engage | Email, SMS, journeys, communication lists, donor portal | ”Automate your donor journey from first gift to major donor.” |
| Analyze | Dashboards, AI insights, exports, reconciliation | ”Real-time visibility into every dollar and every donor trend.” |
| Integrate | Salesforce, RE NXT, APIs, imports/exports | ”We play well with your existing CRM and tech stack.” |
2. Donation Processing & Checkout
WeGive’s checkout experience is the front door of every nonprofit’s fundraising operation. Our forms are designed to maximize conversion while collecting the data nonprofits need, all in a branded, mobile-optimized experience.| Feature | Description | Sales Use Case |
|---|---|---|
| Customizable Checkouts | Multi-page or single-page forms with full branding (logos, colors, banners) | Org can match checkout to their website — consistent brand experience increases trust. |
| Multiple Payment Methods | Credit/debit cards, ACH bank transfers, Apple Pay, Google Pay | ”Meet donors where they are — more payment options = higher conversion.” |
| Suggested Amounts + Impact | Pre-set donation amounts with impact descriptions (e.g., “$50 feeds a family for a week”) | Drives higher average gift size through anchoring and emotional connection. |
| Recurring Conversion | Built-in prompts to convert one-time donors to recurring givers | Key for growing sustainable revenue — monthly donors are 5x more valuable over their lifetime. |
| Fee Coverage | Option for donors to cover processing fees | Recovers 2–3% of revenue that would otherwise be lost to fees. |
| Guest Checkout | No account creation required for donors | Reduces friction — every extra step loses ~10% of potential donors. |
| One-Click Giving | Returning donors with saved payment methods can give instantly | Dramatically increases repeat giving rates. |
| Tribute/Memorial Gifts | Honor and memorial donation options with automated notifications | Important for faith-based and healthcare orgs with memorial giving programs. |
| Anonymous Donations | Donors can choose to remain anonymous | Required for many foundations and high-net-worth individuals. |
| Multi-Designation Splits | Donors can split a gift across multiple funds | Critical for churches and universities with multiple programs/ministries. |
| Custom Questions | Add organization-specific data collection fields to any checkout | Collect the data you need without a separate form tool. |
| Embedded/Pop-up/Direct URL | Deploy as iframe embed, overlay pop-up, or standalone URL | Flexible deployment to match any website architecture. |
| UTM Tracking | Campaign, source, and medium tracking on every transaction | Attribute revenue to specific marketing efforts. |
| Checkout Sales Talking Points: Our checkout is designed by conversion optimization experts — every element is tuned to maximize completed donations. Unlike [Competitor], we don’t take donors off your site to a generic form. Your brand stays front and center.” “Create unlimited checkouts for different campaigns, events, or audiences — no per-form fees. |
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3. Recurring Giving & Subscription Management
Recurring donations are the backbone of sustainable nonprofit revenue. WeGive provides enterprise-grade subscription management that rivals SaaS billing platforms, purpose-built for the nonprofit context.| Feature | Description | Sales Use Case |
|---|---|---|
| Flexible Frequencies | Daily, weekly, bi-weekly, monthly, quarterly, semi-annual, yearly, 1st & 15th | Supports every giving pattern — including payroll-aligned options. |
| Smart Retry / Dunning | Automated failed payment retries with configurable dunning sequences | Recovers up to 15–20% of revenue that would otherwise be lost to payment failures. |
| Donor Self-Service | Donors can pause, modify amounts, update payment methods, or cancel through the portal | Reduces support burden while giving donors control — which increases retention. |
| Multi-Fund Allocations | Recurring gifts can be split across multiple designations | Especially valuable for churches allocating tithes across ministries. |
| Status Tracking | Active, paused, cancelled, ended, expiring-soon, in-arrears, missing statuses | Full visibility into subscription health for proactive donor care. |
| Card Expiration Alerts | Automated notifications when payment methods are about to expire | Proactive outreach prevents involuntary churn. |
| Recurring Giving Sales Points: Most platforms treat recurring donations as an afterthought. We treat them as your most valuable revenue stream. Our dunning management alone can recover 15–20% of otherwise-lost recurring revenue. Donors can update their own payment methods — no more calling your office when a card expires. |
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4. Campaign Management
Campaigns in WeGive are the organizational backbone that connects donations, donors, events, P2P fundraisers, and communications into unified fundraising initiatives with real-time progress tracking.| Feature | Description | Sales Use Case |
|---|---|---|
| Campaign Types | General campaigns, fundraiser (P2P), and event-based campaigns | Supports every fundraising model from annual funds to capital campaigns. |
| Goal Tracking | Set financial goals and track progress in real time | Public-facing progress creates urgency and social proof. |
| Hierarchical Campaigns | Parent/child campaign structures for complex initiatives | Enterprise orgs can roll up sub-campaigns into organizational goals. |
| Donor Attribution | Track which donors gave to which campaigns with full history | Critical for major gift officers managing donor relationships across initiatives. |
| Campaign Analytics | Transaction count, net revenue, recurring revenue by campaign | ROI measurement at the campaign level for strategic planning. |
| Multi-Checkout Support | Link multiple checkout forms to a single campaign | Different entry points (email, social, website) all roll up to one campaign. |
5. Peer-to-Peer Fundraising
Peer-to-peer fundraising empowers supporters to fundraise on behalf of your organization, multiplying your reach through their personal networks. WeGive’s P2P tools are fully integrated into the platform — not a bolted-on add-on.| Feature | Description | Sales Use Case |
|---|---|---|
| Personal Fundraiser Pages | Supporters create branded personal pages with custom stories and goals | Leverages the trust of personal relationships to drive donations. |
| P2P Presets / Templates | Define default goals, branding, and messaging for fundraiser templates | Ensures brand consistency while empowering supporters. |
| Leaderboards | Track and display top fundraisers by amount raised | Gamification drives healthy competition and higher totals. |
| Integrated Checkout | Donations through P2P pages use the same checkout infrastructure | Same conversion-optimized experience for P2P donors. |
| Fundraiser Analytics | Track goal progress, donor count, and raised amounts per fundraiser | Full visibility into which supporters are driving results. |
| Campaign Linking | P2P fundraisers roll up to parent campaigns | All P2P revenue attributed and trackable at the campaign level. |
| P2P Sales Points: Most orgs use a separate P2P tool that doesn’t sync with their CRM. Ours is fully integrated — every P2P donor becomes a donor record automatically. P2P is the most cost-effective acquisition channel: your supporters do the outreach for free. |
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6. Events & Ticketing
WeGive provides a complete event management solution built directly into the fundraising platform, eliminating the need for separate event tools like Eventbrite or Cvent for fundraising events.| Feature | Description | Sales Use Case |
|---|---|---|
| Event Creation | Create events with dates, locations, descriptions, and capacity limits | All-in-one: no separate event platform needed. |
| Ticket Types | Multiple ticket tiers with different pricing and availability | VIP tables, early bird, general admission — all configurable. |
| Registration Management | Track registrations with statuses: approved, pending, waitlisted, attended | Full control over attendee management. |
| Check-In | Mark attendees as checked in at the event | Real-time attendance tracking. |
| Waivers | Collect signed liability waivers digitally | Legal compliance built in — no paper forms. |
| Event Invitations | Send and track event invitations to donor segments | Target your most likely attendees based on giving history. |
| Event + Donation | Combine ticket purchases with additional donation asks | Maximize revenue per event attendee. |
| Custom Questions | Collect event-specific information (dietary restrictions, t-shirt sizes, etc.) | One registration flow — no follow-up surveys needed. |
7. Pledges & Capital Campaigns
Pledge management is essential for capital campaigns, annual fund drives, and major gift programs. WeGive tracks the full pledge lifecycle from commitment to fulfillment.| Feature | Description | Sales Use Case |
|---|---|---|
| Pledge Collection Forms | Dedicated pledge checkout pages for commitment collection | Professional pledge experience — not a workaround with regular forms. |
| Pledge Tracking | Track total pledged, amount paid, and amount remaining | Real-time visibility into pledge fulfillment rates. |
| Status Management | Active, completed, cancelled, overdue pledge statuses | Proactive follow-up on at-risk pledges. |
| Donor Attribution | Pledges linked to donor profiles with full history | Major gift officers see the complete picture. |
| Campaign Integration | Pledges roll up to campaign totals | Capital campaign goal tracking includes both cash and pledges. |
| CRM Sync | Pledges sync to Salesforce and other integrated CRMs | Development team works from one source of truth. |
8. Donor CRM & Management
WeGive’s built-in donor management system gives nonprofits a purpose-built CRM where donor data lives alongside transaction data — eliminating sync delays and data integrity issues that plague multi-tool stacks.| Feature | Description | Sales Use Case |
|---|---|---|
| Donor Profiles | Complete profiles with contact info, giving history, communication preferences, and engagement timeline | Single pane of glass for every donor touchpoint. |
| Individual + Company | Separate record types for individual donors and corporate/organizational donors | Proper handling of corporate matching and sponsorships. |
| Contact Management | Multiple addresses, emails, and phone numbers per record | Reach donors through their preferred channel. |
| Custom Fields | Create organization-specific fields on donor, transaction, and household records | Capture the data unique to your fundraising model. |
| Tagging | Flexible tag system for segmentation and organization | Segment donors by interest, affinity, capacity, or any custom criteria. |
| Notes & Tasks | Attach notes and assignable tasks to any donor record | Built-in major gift workflow — no separate task manager needed. |
| File Attachments | Upload documents to donor records | Store gift agreements, correspondence, and receipts. |
| Soft Credits | Attribute donations to related donors (e.g., spouse, advisor) | Accurate recognition and stewardship for influencers. |
| Duplicate Detection | Flag potential duplicate donor records | Maintain data hygiene without manual audits. |
| Do Not Contact | Flag donors who should not be contacted | Built-in compliance for communication preferences. |
| Donor AI | Ask AI questions about specific donor records | ”What’s this donor’s giving trend?” — instant AI-powered insights. |
| CRM Sales Points: Your donor data and transaction data live in the same system — no sync, no delay, no data discrepancies. Every interaction — gift, email open, event attendance — is on one timeline. No toggling between tools. If you already have a CRM like Salesforce, we integrate natively. If you don’t, our built-in CRM is purpose-built for fundraising. |
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9. Households & Relationships
Household management allows nonprofits to understand giving at the family level, which is critical for recognition, stewardship, and major gift cultivation.| Feature | Description | Sales Use Case |
|---|---|---|
| Household Records | Group individual donors into household/family units | See total household giving — not just individual gifts. |
| Household Analytics | Aggregated giving metrics across household members | Identify families giving $10K+ across multiple members. |
| Primary Contact | Designate a primary household contact for communications | Avoid duplicate mailings to the same address. |
| CRM Sync | Households sync to integrated CRMs | Consistent household data across all systems. |
10. Marketing Automation & Journeys
WeGive’s journey builder enables nonprofits to create sophisticated, automated donor engagement sequences that respond to donor behavior — replacing standalone email marketing platforms and manual follow-up processes.| Feature | Description | Sales Use Case |
|---|---|---|
| Drip Journeys | Time-based multi-step email sequences with configurable delays | New donor welcome series, year-end giving campaigns, lapsed donor re-engagement. |
| Trigger Journeys | Event-based automation triggered by donor actions | Automatically thank first-time donors, follow up on failed payments, steward recurring donors. |
| Rule-Based Targeting | Segment entry criteria using donor attributes, giving history, and tags | Only the right donors enter the right journeys. |
| Conditional Logic | Branch journeys based on donor behavior (opened, clicked, gave) | Personalize the path based on engagement level. |
| Revenue Attribution | Track donations generated by specific journeys and messages | Prove the ROI of every automated sequence. |
| Journey Analytics | Active donors, completed donors, and conversion rates per journey | Optimize based on real performance data. |
| Add Donors to Journeys | Manually or automatically enroll donors into specific journey steps | Flexibility for both automated and manual workflows. |
| Marketing Automation Sales Points: Most nonprofits use Mailchimp or Constant Contact for email, then manually track who got what. We automate the entire donor journey. Our journeys are connected to your donation data in real time — so you can trigger based on actual giving behavior, not just email engagement. Revenue attribution tells you exactly which email generated which gift. No more guessing if your email program is working. |
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11. Communication Lists & Email Messaging
WeGive includes a full email marketing platform with list management, template creation, and delivery analytics — all integrated with your donor data and giving history.Communication Lists
| Feature | Description | Sales Use Case |
|---|---|---|
| Manual Lists | Static lists with manually managed membership | Board members, VIP donors, event attendees. |
| Dynamic Lists | Rule-based lists that automatically update based on donor criteria | ”All donors who gave $1,000+ this year” — always current. |
| Subscription Management | Double opt-in, unsubscribe handling, and preference management | CAN-SPAM and GDPR compliance built in. |
| Suppression / Bounce Handling | Automatic bounce, complaint, and unsubscribe management | Protects your sender reputation. |
Email Messaging
| Feature | Description | Sales Use Case |
|---|---|---|
| Campaign Emails | Send one-time email campaigns to targeted lists | Appeals, newsletters, event announcements. |
| Template System | Save and reuse email templates with consistent branding | Professional emails without starting from scratch every time. |
| Merge Tags | Personalize emails with donor-specific data | ”Dear [First Name], thank you for your $[Last Gift Amount] gift…” |
| Scheduled Sending | Schedule emails for optimal send times | Time campaigns for maximum open rates. |
| SMS Messaging | Send text messages to donors | Higher open rates than email for urgent appeals. |
| Delivery Analytics | Opens, clicks, bounces, and delivery rates per message | Know exactly how your messages perform. |
| Revenue Attribution | Track donations generated by specific messages | Connect the email to the gift. |
| Custom Email Domains | Send from your own domain with full authentication (SPF/DKIM/DMARC) | Professional deliverability and brand trust. |
12. Donor Portal & Self-Service
WeGive’s donor portal gives supporters a branded self-service hub where they can manage their giving, access tax documents, and engage with the organization — reducing support tickets and increasing donor satisfaction.| Feature | Description | Sales Use Case |
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| Branded Experience | Customizable with organization logos, colors, and favicon | Feels like part of your website, not a third-party tool. |
| Recurring Plan Management | Donors can modify amounts, update payment methods, pause, or cancel | Self-service reduces support burden by 30–50%. |
| Tax Documents | Year-end giving summaries and donation receipts | No more manual receipt requests during tax season. |
| Giving History | Complete transaction history with downloadable records | Transparency builds donor trust and loyalty. |
| Profile Management | Update contact information and communication preferences | Donors keep their own data current. |
| Impact Content | Share impact stories and updates through the portal | Keep donors connected to your mission between asks. |
| Custom Domain | Host the portal on your own domain | Seamless experience under your brand. |
| Login Tracking | Monitor portal access and engagement | Identify your most engaged donors. |
13. Forms & Data Collection
Beyond donation checkouts, WeGive includes standalone data collection forms for gathering information from donors and supporters outside the giving context.| Feature | Description | Sales Use Case |
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| Custom Forms | Build forms for volunteer sign-ups, surveys, interest cards, and more | One platform for all donor interactions, not just donations. |
| Custom Questions | Multiple field types for flexible data collection | Collect exactly the data you need. |
| Form Submissions | Track and manage all submissions with donor linking | Every form response is connected to the donor record. |
| Published/Draft States | Control form availability | Prepare forms in advance and publish when ready. |
| Campaign Linking | Associate forms with specific campaigns | Track engagement by initiative. |
14. Analytics, Reporting & AI
WeGive provides real-time analytics across all platform modules, enhanced by AI-powered insights that help fundraisers make data-driven decisions faster.| Feature | Description | Sales Use Case |
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| Real-Time Dashboards | Live KPIs with customizable time spans and comparative analysis | ”How are we tracking vs. last year?” — answered instantly. |
| Donor Segmentation Analytics | New, returning, recurring, and lapsed donor breakdowns | Understand your donor pipeline health at a glance. |
| Campaign Performance | Revenue, donor count, and conversion metrics by campaign | Allocate resources to your highest-performing initiatives. |
| Email Analytics | Opens, clicks, deliveries, bounces, and revenue per message | Optimize your communication strategy with real data. |
| Checkout Conversion Analytics | Funnel analysis showing drop-off at each checkout step | Identify and fix conversion bottlenecks. |
| AI-Powered Q&A | Ask natural-language questions about your data | ”What’s our average gift size this quarter?” — instant answers. |
| AI Donor Insights | Ask AI about specific donor giving patterns and engagement | ”Is this donor at risk of lapsing?” — AI-powered stewardship. |
| AI Audience Segmentation | Describe an audience in plain language and AI builds the segment | ”Show me lapsed donors who gave $500+ last year” — built automatically. |
| Impact Numbers | Configurable impact metrics displayed to donors | Show donors the tangible impact of their gifts. |
| Impact Stories/Posts | Content management for sharing impact updates | Keep donors engaged with the outcomes they fund. |
| Comprehensive Exports | Export any data set with 100+ fields and custom field inclusion | Get data out for board reports, mail houses, or external analysis. |
| Scheduled Exports | Automated recurring exports (daily, weekly, monthly) | No more manual exports for routine reporting. |
| Analytics & AI Sales Points: Our AI can answer questions about your data in plain English — no reports to build, no SQL to write. Unlike tools that only show you donation data, we show the full picture: giving + engagement + communication performance. Checkout conversion analytics tell you exactly where donors are dropping off, so you can fix it. |
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15. Integrations & Data Management
WeGive is designed to be the hub of a nonprofit’s technology stack, with native integrations for major CRMs and robust data import/export capabilities for everything else.Native CRM Integrations
| Feature | Description | Sales Use Case |
|---|---|---|
| Salesforce | Bi-directional real-time sync (every 15 min) with NPSP support, custom field mapping, and visual configuration UI | ”Your development team works in Salesforce? Perfect — every donation, donor update, and campaign syncs automatically.” |
| Raiser’s Edge NXT | Native integration syncing constituents, gifts, funds, campaigns, and recurring gifts with batch processing | ”No middleware needed. Direct connection to RE NXT.” |
| Additional CRMs | Integrations with Virtuous, Neon, Bloomerang, and Planning Center | We cover the major nonprofit CRM ecosystem. |
Data Import / Export
| Feature | Description | Sales Use Case |
|---|---|---|
| Bulk Import | Import donors (individual + company), transactions, recurring plans, campaigns, funds, pledges, and communication list members | Migrate from any system with structured data. |
| Insert or Update | Choose to create new records or update existing ones | Flexibility for both migrations and ongoing data management. |
| Comprehensive Exports | Export all major data types with 100+ fields, custom fields included | Get your data out whenever you need it. |
| Scheduled Exports | Automated daily, weekly, or monthly exports | Routine data feeds without manual work. |
| Integration Sync Status | Track sync status for every record (processed, error, pending, etc.) | Full visibility into data flow health. |
| Resync Capability | Re-push records to integrated systems on demand | Fix sync issues without support tickets. |
16. A/B Testing & Optimization
WeGive enables data-driven fundraising optimization through A/B testing of checkout forms, allowing nonprofits to experiment with different giving experiences and measure which converts better.| Feature | Description | Sales Use Case |
|---|---|---|
| Checkout A/B Tests | Create variant checkout forms and split traffic automatically | Test suggested amounts, layouts, and messaging to find what works best. |
| Test Statuses | Draft, live, and complete test lifecycle management | Structured experimentation workflow. |
| Conversion Tracking | Measure conversion rates and revenue per variant | Make decisions based on data, not opinions. |
| Checkout Session Events | Step-by-step funnel tracking for each test variant | See exactly where donors drop off in each variant. |
17. Payment Processing & Financial Operations
WeGive handles the full financial lifecycle from donation to deposit, with enterprise-grade processing, reconciliation, and compliance features.| Feature | Description | Sales Use Case |
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| Multiple Processors | Support for Stripe, Tilled, Payrix, Finix payment processors | Choose the processor that best fits your needs and rates. |
| Virtual Terminal | Process donations directly from the admin dashboard using saved payment methods | Handle phone-in and in-person donations without separate hardware. |
| Offline Donations | Record cash, check, and stock gifts | Complete giving records regardless of payment method. |
| Refund Processing | Full refund capabilities through the dashboard | Handle donor requests quickly and professionally. |
| Payout Tracking | Track payment processor deposits with full detail | Know exactly when funds hit your bank account. |
| Financial Reconciliation | Match transactions to payouts at the payment level | Audit-ready financial records. |
| Tax Deductibility | Configure donations as tax-deductible or service revenue | Proper classification for compliance. |
| GDPR / Data Deletion | Donor data deletion requests for privacy compliance | Meet regulatory requirements. |
| Payment Sales Points: We support multiple payment processors so you’re never locked in. If rates change, you can switch. Our reconciliation tools match every donation to every payout — your finance team will love it. Virtual terminal means your team can process phone-in gifts without a separate tool or hardware. |
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18. Competitive Positioning Quick Reference
Use this table as a quick reference when going head-to-head against common competitors. Focus on the consolidated platform value and specific capability gaps in their solutions.| Competitor | Their Weakness | Our Advantage |
|---|---|---|
| FundraiseUp | Only a checkout overlay — no CRM, no email, no events. Requires integration stack. | Full platform: raise, manage, engage, and analyze in one system. |
| Classy | Legacy tech, acquired by GoFundMe. Higher fees, limited automation. | Modern stack, better economics, deeper automation. |
| Bloomerang | CRM-first, weak donation processing. Requires separate giving platform. | Donation processing and CRM in one — no integration needed. |
| Virtuous | Complex, expensive implementation. Steep learning curve. | Faster onboarding, intuitive UX, lower total cost. |
| Blackbaud | Fragmented product suite. Each module sold separately with poor integration. | One platform, one price, one login — everything works together. |
| Neon One | SMB-focused. Limited scalability for mid-market/enterprise. | Built for 200M orgs with enterprise-grade features. |