Kindful

Open Kindful and build your fundraising workflow end to end in a single session. Start by connecting the tools you already use—Classy, Square, Mailchimp, QuickBooks, and Shopify—so donations, orders, and email engagement flow in automatically. Use the import wizard to bring spreadsheets from past systems; map columns to contacts, gifts, pledges, and notes, preview the results, and merge duplicates before committing. Add custom fields for the metrics you track locally, set up roles for staff and volunteers, and pin your priority widgets on the dashboard to watch totals, retention, and campaign progress in real time.

Create revenue-generating assets without leaving the platform. Spin up branded giving pages and embeddable forms, then launch crowdfunding and peer-to-peer hubs for ambassadors in minutes. Drop in your colors and logos, configure suggested amounts, and enable recurring options. Add on-site popups for list growth or quick gifts, and connect social sharing so supporters promote your drives for you. Manage memberships side by side with donations—define tiers, perks, and renewal windows—so member data and payments stay tied to the same supporter record. Built-in visitor tracking shows which pages donors view, where they bounce, and which forms convert, helping you refine messaging fast.

Run smarter campaigns with less manual work. Create a campaign record with a target, budget, and attribution rules; then segment using powerful filters to find lapsed donors, first-time givers, major prospects, or recurring supporters. Sync those segments to Mailchimp for targeted newsletters, event invites, and automated welcome journeys. Use tasks and notifications to assign stewardship calls, thank-you follow-ups, and grant deadlines to teammates. Map household and organization links to understand influence chains, record soft credits for honorees and referrers, and set pledge schedules with reminders so you never miss a payment.

Measure what matters and close the books cleanly. The home screen surfaces live KPIs, while 13 starter report templates get you to board-ready packets in minutes: income by campaign, retention and churn, LYBUNT and SYBUNT, average gift, and pipeline movement. Customize filters, groupings, and visualizations, then save, export, or schedule delivery to stakeholders. Push deposits and allocations to QuickBooks with your chart of accounts and class mapping, reconcile Square events and Shopify sales against campaigns, and catch anomalies with exception filters. When you need a hand, reach out to the support team for quick, practical troubleshooting and setup advice—no waiting for a ticket to age before you get answers.