Every donation with the right donor, every thank-you letter on time. Donations matched, thank-you letters prepared.
A transfer arrives under a different name, the address sits in an old list and nobody knows whether the thank-you has gone out. The software matches donations to the right donor, flags possible duplicates and puts thank-you letters ready for approval. Donor data stays under your control, on a server in your foundation if you prefer.
FoundationsDonor management Page 4 of 10
How we set up your donor management
AI audit for your donations
We look at bank statements, donor lists and how you get to a thank-you letter, and show what can be automated. €500, credited in full when you go ahead with implementation.
AI consulting for foundationsMatching and thank-you letters
We connect bank account, donor records and letter templates, in FundraisingBox, cobra CRM or an application of your own. From around €2,000.
AI software for foundationsOperation and the new year
We host and maintain the solution and support you when the annual donation receipts go out at the start of the year.
AI agency for foundationsOne donation, two Bergers
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01
The transfer
The bank statement shows €120 with the reference ‘Donation scholarship fund, M. Berger’. Your records list two people called Berger.
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02
The suggestion
The software compares the IBAN with earlier donations: Maria Berger gave from the same account in March. It suggests Maria Berger, and your team confirms.
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03
The thanks
The thank-you letter to Maria Berger, mentioning the scholarship fund, is ready to send. The donation appears on her annual receipt at the end of the year.
What the software takes on
Match donations
Donations on the bank statement go to the right donor, even when the name on the transfer is written differently or the account belongs to someone else. Your team sees the unclear cases.
Merge duplicates
The software finds duplicate entries, such as ‘M. Berger’ and ‘Maria Berger’ at the same address. Your team confirms the merge.
Prepare thanks and receipts
Thank-you letters and donation receipts come from your templates. Donors who want no post or wish to stay anonymous are marked as such.
Connected to your donor management
FundraisingBox offers donor management plus bank reconciliation through its Bank Sync add-on, and cobra CRM is also aimed at foundations. We use what already works there and add AI for unclear transfers and duplicates. Without an interface, your team takes over the suggestions from a work list with one click.
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Questions before you start
May we process donor data with AI?
Yes, with a data processing agreement under the GDPR, which we sign before we start. If the software and the AI model run on a server at your foundation, names and bank details never leave your premises. Your data does not train AI models.
Does it work with FundraisingBox or cobra CRM?
Yes. Where your system offers an interface or an import route, we pass matches straight to it, otherwise through a work list. We can also take over Excel lists.
What does it cost?
The initial call is free. Small solutions start at around €2,000. The AI audit costs €500 and is credited in full when you go ahead with implementation. Licences for your donor software are itemised separately in the proposal.
Is it worth it for a small foundation?
With a few donations a month, fixed rules and a mail merge are often enough. AI pays off when many transfers arrive with free-text references. In the AI audit we work with your figures.
How long do your donors wait for their thanks?
Tell us in a free initial call how you record donations today. We show you what the software takes on, what it costs and how it works with your donor management.