28 problems charities bring us, each with the cause, what it costs and what we build to fix it.
Charities lose Gift Aid when declarations sit apart from the gifts they cover. We build matching that links each declaration to donations and flags the gaps.
Charity donor records fill with duplicates from events, platforms and paper forms. We build matching and a merge queue so each supporter has one clean record.
Charities receive standing orders with cut-off bank references and no way to tell who gave. We build bank matching that links each payment to the right donor.
Charities retype giving platform exports into their CRM and still cannot reconcile payouts. We build an import that matches donors and balances each payout.
Charity thank-you letters fall weeks behind when every gift is handled by hand. We build a queue that drafts the right letter for each gift, ready to approve.
Charity direct debit failures and cancellations go unnoticed for months. We build alerts and a follow-up queue so each lapsed regular giver gets a response.
Charity supporter contact preferences end up split across the CRM, email tool and event lists. We build one preference record that every system reads from.
Charity major donor conversations live in one fundraiser's inbox. We build a light record that captures meetings, asks and pledges without extra typing.
Charities with several funders miss grant report deadlines because each has its own dates and template. We build one calendar that tracks every report due.
Charities track restricted grant spend in side spreadsheets that never match the accounts. We build coding and a live view of spend against each funder budget.
Charity bid writers rewrite the same history, outcomes and budgets for every grant application. We build a content library that drafts from approved text.
Charity shop managers find volunteer rota gaps on the morning of a shift. We build a rota that volunteers update themselves, with alerts when cover is short.
Charity volunteer onboarding stalls between application, references, checks and induction. We build a tracker that shows each volunteer's next step and owner.
Charities are asked for volunteer hours by funders and trustees and have only sign-in sheets. We build simple hours recording that adds up by project and role.
Charity volunteer expense claims arrive as paper forms and receipts that take weeks to repay. We build a phone claim form with approval and payment export.
Charities juggle marathon and challenge event places across forms, organiser lists and spreadsheets. We build one register from application to finish.
Charities give out challenge event places on a sponsorship pledge, then cannot see who is behind. We build a pledge tracker with timely, friendly follow-up.
Charity gala dinners juggle table bookings, guest details, dietary needs and auction lots in separate lists. We build one event record from booking to payment.
Charities lose track of community fundraisers and collection tins out in pubs and shops. We build a simple register from tin issued to money banked and thanked.
Charity legacy notifications arrive as executor letters and sit in paper files. We build a legacy register with estate stages, dates and follow-ups.
Charities receive in-memory gifts from funeral collections and online tribute pages but cannot tell families who gave. We build a tribute record that does.
Charity frontline staff record sessions on paper and spreadsheets, then someone retypes it for reports. We build quick capture that feeds reporting directly.
Charities run before-and-after outcome surveys but cannot match answers to the same person. We build surveys that pair responses and report change.
Charity annual impact reports take weeks because figures come from many project spreadsheets. We build a shared measures register that reports from source data.
Charities receive referrals from GPs, schools and agencies by email, phone and post, and some are lost. We build one referral intake with triage and tracking.
Charity shops lose retail Gift Aid in paper sign-up forms, tag numbers and donor letters. We build a system that links donated goods, sales and donor records.
Charities receive payroll giving and employer match funds as lump sums with little detail. We build records that link each payment to donors and employers.
Small charities hold supporter records in spreadsheets that nobody can clean or trust. We plan and run the move to a proper database without losing history.