Last year’s donors, this year’s donations.
Line up this campaign with every campaign before it. See who’s new, who came back and who hasn’t given yet, then give each donor a solicitor, an ask amount and a follow-up.
Donor Insights
Beacon 2026
Spring Gala
Beacon 2025
Beacon 2024
Donor | Total | Solicitors | Ask Amount | Beacon 2026 | Spring Gala | Beacon 2025 | Beacon 2024 | ||
|---|---|---|---|---|---|---|---|---|---|
Rivka Stern The Stern Family | $12,600.00 | Leah Brenner | $2,500.00 | 2 · $7,200.00 | 0 · $0.00 | 1 · $3,600.00 | 1 · $1,800.00 | ||
Sarah Levy Sarah & David Levy | $6,480.00 | Yossi Katz | $1,000.00 | 1 · $4,320.00 | 1 · $720.00 | 1 · $1,440.00 | 0 · $0.00 | ||
Ari Klein Add display name | $2,520.00 | Assign | Set ask | 1 · $720.00 | 1 · $360.00 | 2 · $1,080.00 | 1 · $360.00 | ||
Dina Goldberg The Goldberg Family | $1,500.00 | Assign | Set ask | 1 · $1,000.00 | 0 · $0.00 | 0 · $0.00 | 1 · $500.00 | ||
Noa Friedman Add display name | $200.00 | Assign | Set ask | 1 · $200.00 | 0 · $0.00 | 0 · $0.00 | 0 · $0.00 | ||
Daniel Katz Add display name | $500.00 | Assign | Set ask | 1 · $500.00 | 0 · $0.00 | 0 · $0.00 | 0 · $0.00 |
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- donor segments
- 4
- donor columns to choose from
- 22
- ways to line up the chart
- 3
- donor tools
- 49
From last year’s list to this year’s donation.
Pick the campaigns to compare, find who hasn’t given yet, hand them to your solicitors and record the donation the moment they say yes.
Report Settings
Group Donors By
Campaigns
Select allSelected 2
See who hasn’t come back yet.
Every donor is sorted by how they gave across the campaigns you compare. Each segment shows who hasn’t given to this campaign yet and what they gave last time, one click away.
- New: their first donation is to this campaign
- Recurring: gave last year and this year
- Returning: back after skipping last year
- Streak: gave to every campaign you compare
Donor Insights
Beacon 2026
Spring Gala
Beacon 2025
Beacon 2024
Donor | Total | Solicitors | Ask Amount | Beacon 2026 | Spring Gala | Beacon 2025 | Beacon 2024 | ||
|---|---|---|---|---|---|---|---|---|---|
Rivka Stern The Stern Family | $12,600.00 | Leah Brenner | $2,500.00 | 2 · $7,200.00 | 0 · $0.00 | 1 · $3,600.00 | 1 · $1,800.00 | ||
Sarah Levy Sarah & David Levy | $6,480.00 | Yossi Katz | $1,000.00 | 1 · $4,320.00 | 1 · $720.00 | 1 · $1,440.00 | 0 · $0.00 | ||
Ari Klein Add display name | $2,520.00 | Assign | Set ask | 1 · $720.00 | 1 · $360.00 | 2 · $1,080.00 | 1 · $360.00 | ||
Dina Goldberg The Goldberg Family | $1,500.00 | Assign | Set ask | 1 · $1,000.00 | 0 · $0.00 | 0 · $0.00 | 1 · $500.00 | ||
Noa Friedman Add display name | $200.00 | Assign | Set ask | 1 · $200.00 | 0 · $0.00 | 0 · $0.00 | 0 · $0.00 | ||
Daniel Katz Add display name | $500.00 | Assign | Set ask | 1 · $500.00 | 0 · $0.00 | 0 · $0.00 | 0 · $0.00 |
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This year, next to every year before.
Chart this campaign against past ones as a running total or day by day, by amount or by donors. Pace lines show where you’ll finish at your slowest, average and best daily pace.
- Growth or by day, amount or donors
- Line up by campaign day, Hebrew date or English date
- Min, average, max and last 24 hours pace lines
- Filter the chart by payment method
Beacon 2026
Spring Gala
Beacon 2025
Beacon 2024
Give every solicitor their list.
Assign donors to your solicitors with an ask amount, one at a time or in bulk. Log every call and text, and keep notes on each donor your whole team can read.
Donor Insights
Beacon 2026
Spring Gala
Beacon 2025
Beacon 2024
Donor | Solicitors | Ask Amount | Notes | Beacon 2026 | Spring Gala | Beacon 2025 | Beacon 2024 | ||
|---|---|---|---|---|---|---|---|---|---|
Hershel Katz The Katz Family | Assign | Set ask | Add | 0 · $0.00 | 1 · $1,000.00 | 2 · $3,600.00 | 3 · $2,700.00 | ||
Yaakov Weinberg The Weinberg Family | Dovid Adler | $5,000.00 | 2 | 0 · $0.00 | 1 · $2,000.00 | 2 · $3,600.00 | 2 · $3,600.00 | ||
Tova Blum Add display name | Assign | Set ask | Add | 0 · $0.00 | 0 · $0.00 | 1 · $540.00 | 1 · $360.00 | ||
Esther Roth Add display name | [email protected]pending | Set ask | Add | 0 · $0.00 | 1 · $360.00 | 1 · $720.00 | 1 · $360.00 | ||
Miriam Segal The Segal Family | Yossi Katz | $1,800.00 | 1 | 0 · $0.00 | 0 · $0.00 | 2 · $2,340.00 | 2 · $1,800.00 | ||
Eli Berger Add display name | Assign | Set ask | Add | 0 · $0.00 | 1 · $500.00 | 1 · $1,260.00 | 2 · $1,800.00 | ||
Shmuel Adler Add display name | Rachel Levin | $2,500.00 | 1 | 0 · $0.00 | 0 · $0.00 | 1 · $2,500.00 | 1 · $1,800.00 | ||
Faigy Stern The Stern Family | Assign | Set ask | Add | 0 · $0.00 | 1 · $360.00 | 2 · $1,080.00 | 1 · $540.00 | ||
Dovid Herman Add display name | Assign | Set ask | Add | 0 · $0.00 | 0 · $0.00 | 1 · $720.00 | 1 · $720.00 | ||
Bracha Lowy Add display name | Yossi Katz | $1,000.00 | Add | 0 · $0.00 | 1 · $720.00 | 1 · $900.00 | 1 · $540.00 |
20
Staff without full access see only the donors assigned to them.
Called, texted, not interested or your own status, with a note.
Add an offline donation from the donor’s row, with the ask filled in.
Every donor’s whole story.
Open any donor to see their giving across every campaign in your organization, how recently they gave and the notes your team has left.
- Lifetime, average, first and last donation
- Giving over time on one chart
- A total for each campaign, and every donation
- Active, at-risk or lapsed at a glance
Donor Insights
Beacon 2026
Spring Gala
Beacon 2025
Beacon 2024
Donor | Solicitors | Ask Amount | Notes | Beacon 2026 | Spring Gala | Beacon 2025 | Beacon 2024 | ||
|---|---|---|---|---|---|---|---|---|---|
Hershel Katz The Katz Family | Assign | Set ask | Add | 0 · $0.00 | 1 · $1,000.00 | 2 · $3,600.00 | 3 · $2,700.00 | ||
Yaakov Weinberg The Weinberg Family | Dovid Adler | $5,000.00 | 2 | 0 · $0.00 | 1 · $2,000.00 | 2 · $3,600.00 | 2 · $3,600.00 | ||
Tova Blum Add display name | Assign | Set ask | Add | 0 · $0.00 | 0 · $0.00 | 1 · $540.00 | 1 · $360.00 | ||
Esther Roth Add display name | [email protected]pending | Set ask | Add | 0 · $0.00 | 1 · $360.00 | 1 · $720.00 | 1 · $360.00 | ||
Miriam Segal The Segal Family | Yossi Katz | $1,800.00 | 1 | 0 · $0.00 | 0 · $0.00 | 2 · $2,340.00 | 2 · $1,800.00 | ||
Eli Berger Add display name | Assign | Set ask | Add | 0 · $0.00 | 1 · $500.00 | 1 · $1,260.00 | 2 · $1,800.00 | ||
Shmuel Adler Add display name | Rachel Levin | $2,500.00 | 1 | 0 · $0.00 | 0 · $0.00 | 1 · $2,500.00 | 1 · $1,800.00 | ||
Faigy Stern The Stern Family | Assign | Set ask | Add | 0 · $0.00 | 1 · $360.00 | 2 · $1,080.00 | 1 · $540.00 |
20
Bring your history with you.
Upload a CSV from your old system and match each column. Past years become columns you can compare, and solicitors, ask amounts and notes come along too.
- A column for each past year’s total
- Solicitors matched to your team by name or email
- Solicitors who haven’t joined yet are linked when they do
- Rows with the same email merged into one donor
Donor Insights
Beacon 2026
Spring Gala
Beacon 2025
Beacon 2024
Donor | Solicitors | Ask Amount | Notes | Beacon 2026 | Spring Gala | Beacon 2025 | Beacon 2024 | ||
|---|---|---|---|---|---|---|---|---|---|
Hershel Katz The Katz Family | Assign | Set ask | Add | 0 · $0.00 | 1 · $1,000.00 | 2 · $3,600.00 | 3 · $2,700.00 | ||
Yaakov Weinberg The Weinberg Family | Dovid Adler | $5,000.00 | 2 | 0 · $0.00 | 1 · $2,000.00 | 2 · $3,600.00 | 2 · $3,600.00 | ||
Tova Blum Add display name | Assign | Set ask | Add | 0 · $0.00 | 0 · $0.00 | 1 · $540.00 | 1 · $360.00 | ||
Esther Roth Add display name | [email protected]pending | Set ask | Add | 0 · $0.00 | 1 · $360.00 | 1 · $720.00 | 1 · $360.00 | ||
Miriam Segal The Segal Family | Yossi Katz | $1,800.00 | 1 | 0 · $0.00 | 0 · $0.00 | 2 · $2,340.00 | 2 · $1,800.00 | ||
Eli Berger Add display name | Assign | Set ask | Add | 0 · $0.00 | 1 · $500.00 | 1 · $1,260.00 | 2 · $1,800.00 |
20
First First name | Last Last name | Email Email | Rep Solicitor (name or email) | Ask Ask amount (this campaign) | Gave 2025 Historical year amount (2025) | Gave 2024 Not mapped | Notes Note (with optional title) |
|---|---|---|---|---|---|---|---|
| Hershel | Katz | [email protected] | Leah Brenner | 1800 | 3600 | 2700 | Call after 7pm |
| Tova | Blum | [email protected] | [email protected] | 1000 | 2000 | ||
| Yaakov | Weinberg | [email protected] | Dovid Adler | 5000 | 3600 | 3600 | Meeting Sunday |
Two records, one donor.
When someone gave under two emails, merge the two contacts. See each one’s donations side by side, then choose which name, email and phone to keep.
- Donations, messages, tags and notes moved to one contact
- Solicitors and ask amounts combined
- Pick the name, email and phone to keep
- Select two or more rows to start
Donor Insights
Beacon 2026
Spring Gala
Beacon 2025
Beacon 2024
Donor | Solicitors | Ask Amount | Notes | Beacon 2026 | Spring Gala | Beacon 2025 | Beacon 2024 | ||
|---|---|---|---|---|---|---|---|---|---|
Hershel Katz The Katz Family | Assign | Set ask | Add | 0 · $0.00 | 1 · $1,000.00 | 2 · $3,600.00 | 3 · $2,700.00 | ||
Hershel Katz Add display name | Assign | Set ask | Add | 0 · $0.00 | 1 · $1,800.00 | 0 · $0.00 | 0 · $0.00 | ||
Yaakov Weinberg The Weinberg Family | Dovid Adler | $5,000.00 | 2 | 0 · $0.00 | 1 · $2,000.00 | 2 · $3,600.00 | 2 · $3,600.00 | ||
Tova Blum Add display name | Assign | Set ask | Add | 0 · $0.00 | 0 · $0.00 | 1 · $540.00 | 1 · $360.00 | ||
Esther Roth Add display name | [email protected]pending | Set ask | Add | 0 · $0.00 | 1 · $360.00 | 1 · $720.00 | 1 · $360.00 | ||
Miriam Segal The Segal Family | Yossi Katz | $1,800.00 | 1 | 0 · $0.00 | 0 · $0.00 | 2 · $2,340.00 | 2 · $1,800.00 | ||
Eli Berger Add display name | Assign | Set ask | Add | 0 · $0.00 | 1 · $500.00 | 1 · $1,260.00 | 2 · $1,800.00 | ||
Shmuel Adler Add display name | Rachel Levin | $2,500.00 | 1 | 0 · $0.00 | 0 · $0.00 | 1 · $2,500.00 | 1 · $1,800.00 | ||
Faigy Stern The Stern Family | Assign | Set ask | Add | 0 · $0.00 | 1 · $360.00 | 2 · $1,080.00 | 1 · $540.00 | ||
Dovid Herman Add display name | Assign | Set ask | Add | 0 · $0.00 | 0 · $0.00 | 1 · $720.00 | 1 · $720.00 | ||
Bracha Lowy Add display name | Yossi Katz | $1,000.00 | Add | 0 · $0.00 | 1 · $720.00 | 1 · $900.00 | 1 · $540.00 |
20
Close calls wait for you.
When a new donation might be someone you already know but isn’t a sure match, both contacts go to a review queue. See why they were flagged, then merge them or keep them apart.
- Every donation matched to one contact
- The matching details shown for each pair
- Merge, keep separate or skip for now
- Merge or dismiss a whole reason at once
Donation contacts
These donors may be the same person. Merge them to combine their donations, messages and tags, or keep them separate and they will not be flagged again.
All 3 matching:
Keep all separateMerge allPair 1 of 3
David Feld
- Phone
(201) 555-0148
- Address
14 Maple Ave, Teaneck, NJ 07666
- Donations
6, last Sep 22, 2025
Dovid Feld
- Phone
- —
- Address
14 Maple Avenue, Teaneck, NJ 07666
- Donations
1, last Sep 28, 2026
You decide what counts as the same donor.
Start from Strict, Balanced or Relaxed, or set the points for a matching email, phone, address and name yourself. See what happens to each kind of new donation before you save.
- Three starting points
- Points for each matching detail
- Choose when to link and when to flag
- A live preview of each outcome
Donation contacts
How strictly should donors be matched?
Every donation is scored against the contacts on this list; each matching detail adds its points once. Pick a starting point, or fine-tune the numbers below.
- Email plus full name links
- Email alone is flagged
- Address and last name are flagged
- Email or phone links
- Address and a name are flagged
- Name alone is a new contact
- Address and last name links
- Address alone is flagged
- Full name is flagged
Customize the numbers
Points per matching detail
+50
+50
+30
+10
+10
What a score means
Drag the two handles to move where review and automatic linking start.
0
Review from 30 · Link from 50
150
Your list, set up the way you work.
Choose what you see, find anyone fast and take the list with you.
Pick from 22 donor columns, rename them and put them in any order.
Update display names, internal IDs and ask amounts right in the list.
Amount, dates, payment method, zip code, team, or didn’t give at all.
Choose who can view, edit, assign and export with team roles.
Export your view or just the donors you selected. Big lists are emailed.
Open any donation to see that donor’s giving across your organization.
Works hand in hand with
Donor insights questions, answered.
Want to see it with your own campaign? We’ll walk you through it.
Book a demoThis campaign plus any past campaigns in your organization. Pick them when you set up the report, give each one a short name like 2025, and choose which details to show for each.
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