Skip to content

Donor Engine · 01

One record per supporter, holding both halves of the relationship.

Most nonprofits run a donor list and a volunteer list, and discover far too late that a third of the names appear on both. HOPEAQUE keeps one profile per person and lets the relationship be as complicated as it really is.
Record
Donor and volunteer on one profile
Depth
Gifts, shifts, consent, notes
Survives
Staff changes and handovers
One bed, mixed relationships5 of your bed
Volunteer0 gifts
Donor0 shifts
Bothgifts + hours
Major6 years
Drifting8 months
A volunteer who has never given, a donor who has never visited, a supporter doing both, a major donor, and one drifting. All five are the same record type.Illustrative record set.

Inside a supporter record

Five layers, and the last one is the one that keeps donors.

Amounts and dates are the easy part. What usually goes missing is why someone gave, what you promised them, and what they will not fund.

Identity and relationship

Who this person is to your organisation, in the language your team already uses.

  • Preferred name, salutation and language
  • Relationship type: donor, volunteer, both, board, alumni of a programme
  • How they first arrived, and who owns the relationship today
  • Household and employer links, so a matched gift is not counted twice

Giving history

Every rupee, with the context that explains it, not just the amount and the date.

  • One-time gifts, standing instructions, and the appeal each gift answered
  • Designation: general fund, restricted programme, endowment
  • Receipt and tax-exemption status against each gift
  • Payment route, so a failed mandate is visible as a technical failure rather than a lapse

Volunteer activity

The half of the relationship that most donor databases never record.

  • Skills, availability windows and location
  • Shifts claimed, completed, and cancelled with notice
  • Hours logged against the programme they served
  • Background-check and induction status where a programme requires it

Contact and consent

What you are allowed to send, on which channel, recorded at the point of consent.

  • Channel-level permission for email, phone, post and messaging
  • Frequency preferences, including appeal-only and report-only supporters
  • Consent source and timestamp for every permission held
  • Opt-outs honoured across appeals, reports and volunteer calls separately

The human notes

The part that usually lives in one person's memory or one person's inbox.

  • Call and meeting notes, attributed and dated
  • Why a gift was made, in the donor's own words where you have them
  • Sensitivities: bereavement, financial strain, a programme they will not fund
  • Promises made, including the report someone said they would send

Worked example

Six years of one relationship, end to end.

This is the shape of a record that has been kept properly: a supporter who gave, volunteered, nearly left, and came back further in than before.

  1. Year 1, Marchstep 01

    First gift after a school visit

    Arrives through a general appeal, designated to the education fund. Attribution recorded against the field visit that prompted it, not just the appeal that carried it.

  2. Year 1, Octoberstep 02

    Signs up as a weekend volunteer

    Same record, second relationship type. Skills and availability captured once, so shift matching can start immediately.

  3. Year 2, Aprilstep 03

    Standing instruction begins

    Monthly giving replaces the one-off gift. Engagement score rises on frequency and on volunteer hours logged in the same period.

  4. Year 4, Januarystep 04

    Mandate fails at the bank

    Flagged as a payment failure, not a lapse. The follow-up is an administrative fix, and the score is held rather than dropped.

  5. Year 5, Junestep 05

    Shifts stop, appeals go unopened

    Score falls across three consecutive reads. The record shows the last field visit was never followed by the outcome note that was promised.

  6. Year 5, Julystep 06

    Outcome note sent, then a call

    The suggested action is honoured. Reply logged on the record, volunteer shift claimed the following month, standing instruction resumed at a higher amount.

The point of the example

Nothing in that sequence needed clever technology. It needed a record that noticed a failed mandate was not a lapse, and remembered a promise made after a field visit eleven months earlier. That is mostly a data-structure problem, which is why we start here rather than with the scoring.

Practical detail

The questions a development lead asks in the first ten minutes.

Duplicate records
Matching runs on email, phone, and name plus address, with a review queue rather than a silent merge. Merges keep both giving histories and both sets of notes.
Households and employers
Two people at one address can be linked without collapsing them into one record, so a matched gift, a joint gift and two individual gifts stay distinguishable.
Importing what you already have
Spreadsheet and CSV import with column mapping, plus payment-gateway exports. Rows that fail validation come back as a fixable list rather than a rejected file.
Who can see what
Role-based access separates staff, board and administrator views. Notes marked sensitive can be limited to the relationship owner.
Volunteer hours as records
Hours attach to the programme and the shift, so certificates and annual filings are generated from the same data your coordinators already enter.
Getting your data out
Full export of records, gifts and hours at any time, in a format you can open without HOPEAQUE. Your donor file is yours.