Donor management
A soft credit should never create a second gift
Use a three-lane soft-credit policy to separate payment ownership, donor recognition, and influence without duplicating received gift totals.
CharityStack· August 14, 2026·5 min read
Ideas for fundraising, beautifully.
Product updates, fundraising playbooks, and the road to intelligent giving — from the team building CharityStack.
Fundraising operations 15 Donor management 11 Payment operations 6 Donation forms 5 Campaigns 3 Fundraising software 3 Recurring giving 3 Company 1 Events 1
Donation forms
Every donation form question needs a next action
Use an after-submit owner test to decide which donation form custom fields should be required, optional, conditional, or removed.
CharityStack· August 13, 2026·5 min read
Payment operations
Void or refund a donation? Check the payment status first
Choose when to cancel, void, refund, or follow a dispute for a donation payment—then align the gift, receipt, and donor records.
CharityStack· August 12, 2026·4 min read
Fundraising operations
Use a virtual terminal only when staff must complete the gift
Choose when nonprofit staff should use a virtual terminal, send a self-service link, or use a card-present path—and record the assisted gift safely.
CharityStack· August 12, 2026·4 min read
Campaigns
Give every fundraising link one source key
Track nonprofit donation links with one stable source key per placement, a lean link register, and a clear boundary between clicks and completed gifts.
CharityStack· August 11, 2026·4 min read
Fundraising operations
Track an employer match as a separate pending gift
Track employer matching gifts with two linked records, five observable states, one next owner, and a clear boundary between expected and received money.
CharityStack· August 11, 2026·5 min read
Donation forms
Set suggested donation amounts from your own gift history
Choose three useful donation-form amounts from comparable completed gifts, then change one decision at a time so the result teaches you something.
CharityStack· August 10, 2026·5 min read
Fundraising operations
A memorial gift is one gift with two messages
Separate the donor acknowledgment from the family or honoree notice so every memorial gift keeps one owner and two visible message statuses.
CharityStack· August 7, 2026·5 min read
Recurring giving
When a recurring donor asks to change their gift, choose one path
Route a recurring donation amount or schedule change through one supported path, then verify the effective date and next charge before closing it.
CharityStack· August 7, 2026·5 min read
Donation forms
Choose an embedded donation form or hosted page by failure mode
Choose a hosted donation page, embedded form, or tested combination by assigning the website dependency, failure owner, and fallback route.
CharityStack· August 6, 2026·5 min read
Donor management
Start donor segmentation with four action rules
Build donor segments a lean nonprofit team can use by defining who enters, who exits, the next action, and what suppresses it.
CharityStack· August 6, 2026·5 min read
Fundraising operations
Use one intake packet for every nonprofit gift
Build a nonprofit gift processing workflow that preserves source evidence, validates money and donor context, and routes exceptions without duplicate entry.
CharityStack· July 29, 2026·5 min read
Payment operations
A bank-transfer donation is not complete when it is submitted
Track a pending ACH donation from submission through success, failure, and payout without sending a premature receipt or creating duplicate work.
CharityStack· July 28, 2026·5 min read
Events
Your ticket buyer is not your attendee list
Keep event payment ownership, ticket assignment, attendee identity, and check-in separate so group purchases do not hide participants.
CharityStack· July 27, 2026·4 min read
Fundraising operations
A donation receipt and a thank-you note do different jobs
Automate accurate gift records for every donor, then route a small exception queue for personal thank-you notes and follow-up.
CharityStack· July 24, 2026·4 min read
Payment operations
When a donor disputes a gift, build the evidence packet first
Use a reason-specific evidence packet to decide whether to accept, contact the donor, or challenge a nonprofit donation chargeback.
CharityStack· July 24, 2026·4 min read
Donor management
Before you merge duplicate donor records, run three checks
Check identity, financial history, and communication choices before merging two donor records into one.
CharityStack· July 22, 2026·4 min read
Payment operations
How to reconcile online donations to bank deposits
Match each online gift to its processor transaction, payout, and bank deposit, then resolve the first broken handoff.
CharityStack· July 21, 2026·4 min read
Fundraising software
A minimum viable fundraising software migration
Protect gifts, recurring donations, donor identity, receipts, and reconciliation before moving lower-value fundraising history.
CharityStack· July 20, 2026·5 min read
Recurring giving
When a recurring donation fails: a four-state recovery workflow
Use a four-state queue to manage failed recurring donations, automated retries, donor payment updates, and staff follow-up without crossed wires.
CharityStack· July 20, 2026·5 min read
Company
Why we're building CharityStack
The nonprofit I worked for didn't survive two years — it couldn't fundraise and run its programs at the same time. That's the problem we built CharityStack to end.
Mahdin Choudhury· June 5, 2026·3 min read