Platform Capabilities

Nine production-grade domains.
One operating platform.

Every capability is in production — not beta, not planned. Built on a modern stack (Next.js 15, React 19, TypeScript, tRPC, PostgreSQL) and designed to run on infrastructure you own.

01 · Fundraising & Gift Processing

From donation page to finalized ledger entry — automatically.

The entire gift processing lifecycle runs without manual intervention. Stripe webhooks trigger idempotent finalization, recurring schedules are created on the fly, and employer match verification becomes a structured task queue — not a spreadsheet.

  • Branded giving pages with cause/program/fund targeting and multi-allocation splits
  • Stripe payment processing — cards, ACH, saved methods, partner-mode switching
  • Idempotent webhook finalization — no duplicate records, no dropped transactions
  • Recurring gift engine — server-side renewal, failure handling, proactive notifications
  • Employer match verification — email verification loop, consolidated task queue per company
  • ACH webhook audit trail — every bank transfer event recorded for compliance
Stripe Webhooks ACH Recurring Engine Production
Branded donation page Cause · Fund · Multi-allocation Stripe · Payment confirmed Webhook received Idempotent finalization Transaction · Donor sync · Ledger Receipt queued KYC · PDF Recurring created Schedule · Cron Match task Verify · Submit FULLY AUTOMATED · WEBHOOK-DRIVEN
02 · Receipts & Tax Compliance

IRS-compliant artifacts issued automatically.

Every advancement office has a receipt backlog. GiftSentry eliminates it by building policy-gated receipt issuance directly into the gift processing loop — with Form 8283 generation, acknowledgment letters, and non-cash contribution intake baked in.

  • Receipt policy enforcement — auto-issue under threshold, approval gate above it
  • KYC verification for large donations before receipt issuance
  • Form 8283 prefill generation — automated PDF for non-cash contributions
  • Acknowledgment letters issued on donor request, stored permanently
  • Non-cash intake — donor-side submission workflow, staff review queue
  • Batch issuance for end-of-year processing runs
IRS Form 8283 PDF Generation KYC Gates Production
Receipt policy gate Gift amount · KYC status · Donor type ≥ threshold auto-issue Staff approval VP review queue Auto-issued IRS-compliant PDF Receipt issued Email · PDF download · Re-issue Non-cash: Form 8283 prefill Automated PDF · Acknowledgment letter
03 · Donor Intelligence & CRM

Research-grade donor intelligence, structured and searchable.

Not just a contact database. A full opportunity pipeline, activity timeline, AI-powered research workflow, and scoring engine — purpose-built for major gifts methodology.

  • 7-stage opportunity pipeline — Identification through Stewardship, with probability weights
  • Activity timeline — every call, email, visit, and meeting documented automatically
  • AI deep research workflow — task → evidence collection → fact extraction → insight synthesis
  • Engagement scoring — decay algorithm, gift frequency, email opens, event attendance
  • Donor segmentation — LYBUNT, SYBUNT, consecutive years, custom rule definitions
  • 3D visualization datasets — capacity vs engagement vs affinity ready for dashboards
AI Research OpenAI / xAI Pipeline Core + AI
OPPORTUNITY PIPELINE Identify Qualify Cultivate Solicit Commit Steward AI RESEARCH WORKFLOW Research task Assigned Evidence LinkedIn · News Facts Extracted Insights Capacity · Affinity ENGAGEMENT SCORING Score: 72 / 100 Gifts · Email opens · Events · Decay algorithm
04 · Workflow Automation & Tasks

Every follow-up tracked. Every handoff accountable.

A visual workflow studio that builds multi-step automations with wait states, event subscriptions, and human task orchestration. When a donor replies to an email, the waiting workflow resumes — no one has to remember to follow up.

  • Visual workflow builder with AI-assisted goal generation
  • Event subscription system — trigger workflows on platform events
  • Wait states — pause for external inputs, email replies, time delays
  • Human task orchestration — assign, claim, complete, escalate
  • Unified task system — platform, workflow, employer match, all in one view
  • 20+ scheduled cron jobs — centralized registry with manual trigger support
Workflow Studio Cron Registry AI Generation Production
STEWARDSHIP WORKFLOW Gift received → Trigger Event: payment_intent.succeeded Send thank-you email Template · Personalized Wait 2 days or until donor replies Replied No reply Resume workflow Email reply detected Impact report sent Gift at work update
05 · Marketing & Segmentation

Segments that activate, not just analyze.

Build rule-based donor segments and push them directly to Meta and Google Ads with one click — with governance attestation built in. Run scheduled email campaigns and multi-step journeys without separate tools or glue projects.

  • Rule-based segments — LYBUNT, SYBUNT, giving streaks, wealth scores, custom rules
  • Real-time membership calculation with chunked queries for large datasets
  • Meta audience sync — governed, attested, audited, encrypted
  • Google Ads connection — account selection, verification, audience sync
  • Scheduled email campaigns — template system with versioning and AI generation
  • Journey engine — multi-step enrollment with conditional logic and wait states
Meta Ads Google Ads GA4 GTM Production
LYBUNT Segment Gave last year · Has not given this year · 412 members Email campaign 412 recipients · Scheduled Meta audience sync Attested · Encrypted · Audited Journey enroll 3-step reactivation Governance controls Explicit attestation · Encrypted credentials · Full audit trail
Additional Capabilities

Every domain. All production-ready.

06 · Events & Ticketing

Full event lifecycle — from gala to QR check-in.

Calendar management, event publishing with registration, QR ticket generation, real-time revenue analytics, attendance tracking, and ticket type management — all integrated with the gift processing system.

Production
07 · Reporting & GAAP Financials

Board-ready in under an hour. Every time.

Template reports, real-time KPI dashboards, and full GAAP financial statements (Trial Balance, Statement of Activities, SFP, Cash Flow) with CSV export for any report type.

Production
08 · Communications Hub

Every donor exchange becomes structured data.

Threaded conversations, inbound email processing via Svix-verified webhooks, attachment storage, and email replies that resume waiting workflows — no more conversations lost in personal inboxes.

Production
09 · Platform & Multi-Tenancy

Ops-first observability. Data on your infrastructure.

RBAC-first access control, Passport SSO across custom domains, partner-scoped multi-tenancy, Docker Compose self-hosting, deployment monitoring with threshold-based incident alerting, and session-switched database access for ops teams.

Production
Feature Maturity

What's live. What's in progress.

DomainCore FeaturesAdvanced FeaturesStatus
FundraisingDonation pages, Stripe, receiptsRecurring gifts, employer match, ACHProduction
CommunicationsThreads, templates, inbound emailJourney campaigns, AI generationProduction
MarketingSegments, GTM trackingAd platform sync, audience automationProduction
AutomationsWorkflows, tasks, schedulesAI generation, wait states, eventsProduction
CRMOpportunities, activities, scoringDeep research, fact extractionCore + AI
EventsCalendars, events, ticket typesTicketing UX, order managementProduction
ReportingTemplate reports, GAAP financialsCustom analytics, data exportsProduction
IntegrationsStripe, Google, ResendBlackbaud, webhooks, encryptionProduction
PlatformMulti-tenant, RBAC, SSOMonitoring, alerting, ops toolsProduction
See It In Action

Ready to see all nine domains working together?

We'll deploy a sandbox, import sample data, and walk through the specific workflows your team cares about most.

Request Demo → See the gift lifecycle