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DONOR CRM FROM YOUR PHONE

Donor management that starts with the business card in your hand.

Bloomerang runs $79 to $499 a month. DonorPerfect starts at $89. Neon One (formerly Kindful) tops $799 at the enterprise tier. All three are desktop-first tools where donor entry is a separate ritual most small-nonprofit staff never actually complete. Business cards pile up in shoeboxes. Grant funders wait for acknowledgment letters. Recurring donations get missed.

Giving Toolbox handles donor management in the phone that already runs the rest of the organization's operations. Scan a business card at a gala, the AI extracts name, title, and email in a second. Every donation from that contact automatically ties to their record. Donation acknowledgment PDFs with the organization's EIN generate one tap. No separate CRM subscription.

iPhone frame
Giving Toolbox iOS app showing Grant Tracking screen
iPhone camera
THREE PROBLEMS WITH DESKTOP-FIRST DONOR CRMS

Cards lost. Subscriptions bloated. Donations orphaned.

Every donor management problem comes down to three things: getting the contact into the system in the first place, connecting a donation to the donor who made it, and getting an acknowledgment back to the donor before they forget the organization exists. Desktop-first CRMs solve none of the three well for a small nonprofit.

Business cards die in shoeboxes

The board member met a major donor prospect at Tuesday's gala. Business cards were exchanged. The card sat in her wallet for a week, then a jacket pocket, then a stack on her desk. It never made it into any database. The prospect never got a thank-you note. Six months later another organization sent that donor a proposal. That donor gave to them instead.

Desktop CRMs cost more than the value they return

Bloomerang starts at $79 a month. DonorPerfect at $89. Neon One tops $799 at the enterprise tier. A small nonprofit pays $1,000 to $5,000 a year for CRM functionality it uses about 20% of because the tool is desktop-first, staff-heavy, and requires a data-entry ritual most small-organization staff never actually complete. The subscription eats a program budget for software that ends up mostly empty.

Donations arrive with no donor context

A $500 gift lands in Stripe on Tuesday. Who was that? Was it a monthly recurring pledge, a one-time major donation, or an anonymous online contribution? The CRM (if the organization has one) sits in another tab. The reconciliation to figure out which donor gave which gift takes hours a week, and it never quite catches up.

EVERYTHING NONPROFIT DONOR CRM NEEDS

Built for how donors actually enter the organization.

Every feature exists because desktop-first CRMs, subscription bloat, and disconnected payment records lose donors small nonprofits cannot afford to lose.

Business card scanner (AI extraction)

Point the iPhone camera at any business card. The AI reads name, title, company, email, phone, and address in about one second. Everything is editable before saving. The card image itself stores with the contact record for later reference.

Unified contact list

Donors, volunteers, board members, vendors, prospects — all one contact roster. Type field on each record so a board member who is also a donor and a volunteer shows up correctly in each context. No duplicate records, no separate mailing lists to reconcile.

Filter by contact type

One tap filters the roster to just donors, just volunteers, just board members, or any combination. Send an appeal to donors. Send a schedule change to volunteers. Send a board packet reminder to board. Same list, different lenses.

Full contact editing

Name, email, phone, physical address, notes field, contact type, tags, donation history. Everything editable from the app. The notes field supports formatting for meeting details, prospect research, and the small remembered details that turn a contact into a relationship.

Donations auto-tie to contacts

Every payment made through the app ties to a contact record. Tuesday's $500 gift shows up on the donor's history with the event, the campaign, and the grant fund tag already applied. No reconciliation. The donor's giving history builds itself across years.

Acknowledgment PDF with EIN

IRS requires written acknowledgment for donations over $250 within 30 days. One tap generates a formatted acknowledgment PDF with the organization's EIN, the donor's name, the gift amount, the date, and the required no-goods-or-services-received language. Email directly from the app or print for a mailed thank-you note.

HOW IT WORKS

From business card to acknowledged donation in four steps.

No training deck. Scan a card. The rest ties itself together.

1

Scan the business card

Point the iPhone camera. The AI reads and extracts. Confirm the fields, add contact type (donor, volunteer, board, vendor, prospect), and save. Under a minute per contact.

2

Contact enters the unified roster

The new contact appears in the organization's roster, filterable by type and searchable by name, tag, or note. Same list every staff member sees. No separate database, no export-import cycle.

3

Next donation ties automatically

When that contact makes a donation through the app or via a linked donation page, the payment ties to their contact record. The gift shows on their giving history immediately, tagged to event, campaign, or program.

4

Acknowledgment PDF generates

One tap generates the IRS-compliant acknowledgment PDF with the organization's EIN, gift amount, and the required language. Email directly from the app or print for a mailed thank-you note.

DONOR CRM TOOLS COMPARED

How Giving Toolbox compares to Bloomerang.

Bloomerang, DonorPerfect, and Neon One (formerly Kindful) are the enterprise donor CRMs small nonprofits are told to buy. All three are desktop-first, priced for organizations with dedicated development staff, and used at maybe 20% of capacity by the small organization that signed up. Here is what changes when donor management lives in the same phone-first app the organization uses for payments and expenses.

Feature
Bloomerang
Giving Toolbox Free
Giving Toolbox Pro

Monthly cost

$79–$499/mo

$0

$34.99 flat Unlimited users, staff and volunteers

Built for

Established nonprofits with staff

Nonprofit grant reporting

Any 501(c)(3) with donors

Business card scan

No

Not included

Yes iPhone camera + AI

Contact limit

Varies by tier

50 contacts

Yes Unlimited

Integrated with payments

No / Separate CRM

Built-in

Yes Same platform

Acknowledgment PDF with EIN

Add-on module

Not included

Yes Auto-generated

Also handles

Donors only

Grant reporting mode

Expenses, events, volunteers, grants
FREQUENTLY ASKED

Straight answers about donor management.

What executive directors and development staff ask before switching from Bloomerang, DonorPerfect, or Neon One.

How is this different from Bloomerang or DonorPerfect?

Bloomerang, DonorPerfect, and Neon One (formerly Kindful) are enterprise donor CRMs designed for nonprofits with dedicated development staff and a $2,000 to $10,000+ annual software budget. They are desktop-first, feature-heavy, and typically used at about 20% of capacity by small nonprofits that were told they needed a CRM. Giving Toolbox is phone-first donor management built into the same app the organization uses for payments, expenses, and events. Business card scan, auto-tagged donations, EIN acknowledgment PDFs — the 20% of CRM functionality small nonprofits actually use, at a fraction of the cost.

Do I need a separate CRM if I use Giving Toolbox?

No. Giving Toolbox includes a unified contact roster (donors, volunteers, board, vendors, prospects), business card scan, donation history auto-tied to each contact, and IRS-compliant acknowledgment PDFs with the organization's EIN. That covers the CRM functionality most small nonprofits actually need. Large nonprofits with dedicated development staff running multi-year donor cultivation strategies may still want a dedicated tool like Bloomerang for advanced segmentation and reporting.

How does the business card scanner work?

Point the iPhone camera at any business card. AI extraction reads name, title, company, email, phone, and address in about one second. Everything is editable before saving. The card image itself stores with the contact record for later reference. Contact type (donor, volunteer, board, vendor, prospect) is set at save time so filtering works immediately.

What about donor acknowledgment letters?

IRS requires written acknowledgment for donations over $250 within 30 days for the donor to claim the deduction. Giving Toolbox generates the acknowledgment PDF with the organization's EIN, the donor's name, the gift amount, the date, and the required no-goods-or-services-received language (or the modified language when there was a benefit like an event ticket). Send by email directly from the app or print for a mailed thank-you note.

What is the contact limit in the free tier?

The free tier supports up to 50 contacts, tied to the Community Foundation Grant Reporting Mode. Pro removes the limit — unlimited contacts, unlimited contact types, unlimited donation history across the full roster.

Does it handle recurring donations?

Yes. Recurring donation management is included in Pro. Set up a donor for monthly, quarterly, or annual recurring gifts through the app's Stripe integration. Stripe handles the recurring payment. The app tracks the donor's giving history, flags failed payments, and generates annual acknowledgment PDFs when a fiscal year closes.

Can donors be tagged and segmented?

Yes. Tags are freeform — major donors, monthly recurring, board members, alumni, corporate sponsors, whatever the organization needs to track. Filter the contact roster by any combination of tags and type. Export a filtered list as CSV for use in the organization's email platform for targeted campaigns.

SCAN THE NEXT CARD

Every donor in one place, no extra subscription.

Download Giving Toolbox free. Scan your next business card. Watch the next donation tie itself to that contact.

Free: unlimited submissions, 100 AI receipt scans/month, single grant reporting. Pro ($34.99/mo) adds unlimited users, multi-grant tracking, fundraisers, and full 990 prep.

How this fits together

One app for the whole organization

This is one part of a mobile-first nonprofit operations app that also handles expenses, grants, events, volunteers and donors, and keeps working offline.

See the nonprofit mobile app →

Running a gala or benefit?

See how ticketing, check-in, auction, paddle raise, raffle and donations work as one evening, with the expenses captured for a real event profit and loss.

See nonprofit gala software →

Giving Toolbox

The complete financial and operations platform for mission-driven organizations.
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