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Inaccurate information?
Sick of spreadsheets?
Simplify your charitable receipting

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Templates powered by Weaver

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Make painful charitable receipting a distant memory by...

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Doing more of what you love

  • Batch processes for emails and print

  • Automations that replace manual entry

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Being compliance ready

  • A complete audit trail that includes sequential numbering

  • Reprint and cancel in accordance with governing guidelines

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Putting money where it matters

  • No need for additional tax season resources

  • Donors receive consistent and accurate receipts

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Trusting your data accuracy

  • Detailed reports to ensure accurate donor data

  • No more missed donors or donations

Not just a product!

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Consulting is always included with implementation to ensure that our solution 100% aligns with your processes

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Our product and process alignment ensures no manual workarounds

Our Process

BLUEPRINT

Our consultative process ensures our solution aligns with your business needs

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DEFINE SUCCESS
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IDENTIFY PROCESS

BUILD

We tweak our solution to seamlessly embed into your business

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CONFIGURE AUTOMATIONS
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BUILD TEMPLATES

DEPLOY

You confirm our solution meets your needs, we train your team, we launch the solution for immediate use

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VALIDATE SOLUTION
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DEPLOY

Let's talk!

A fully integrated Salesforce solution that gets compliant and accurate charitable receipts to your donors at the click of a button.