Where is this available?
In the UK — this is part of Plinth's UK product. In the US, Plinth US works with US foundations — grant management, AI due diligence on IRS Form 990 filings, and funding portfolio intelligence.
Fundraising and donor management
Know where your income is coming from, when it should land, and which relationships are being neglected — in the same system that holds the work your donors are funding.
Projected income
Next 6 monthsThree jobs, one system
Know your donors
Individuals, corporates, trusts and foundations classified by type and category, with capacity ratings, segmentation tags and household linking so a couple giving together is one relationship, not two records.
Forecast the income
Opportunities carry a value, a probability and an instalment schedule, so you get projected income by month rather than a single number that is either optimistic or useless.
Report back honestly
Because the delivery data already lives in Plinth, a donor's impact report is built from the real records of the work they funded — not assembled by hand the week before the deadline.
Pipeline by stage
Track the ask, not just the donor
Every live ask is an opportunity with its own amount, probability, owner, stage and instalment schedule. Relationships move through nine stages, from prospect and qualification through cultivation, solicitation and negotiation to committed and stewardship — and on to lapsed or inactive when they go quiet.
Because the ask is its own record, a donor can have more than one in flight at once, and each carries the detail the forecast needs rather than a single optimistic number attached to the relationship.
Pipeline by stage
A forecast you can take to trustees
Projected income is shown month by month on a single certainty ramp: committed income at full value, everything else weighted by its probability, and a best-case band above that. A board can see the difference between money that is banked and money that is hoped for without reading a footnote.
Coverage is broken down by fundraiser with the weakest first, so an under-covered portfolio surfaces instead of averaging away inside a healthy organisational total. Opportunities that are too thin on data to forecast are listed as exactly that rather than being silently counted as nothing.
When an instalment is received it actualises into a real donation against the linked donor, so the pipeline and the giving history never drift apart.
Coverage by fundraiser
A forecast you can take to trustees
Projected income is shown month by month on a single certainty ramp: committed income at full value, everything else weighted by its probability, and a best-case band above that. A board can see the difference between money that is banked and money that is hoped for without reading a footnote.
Coverage is broken down by fundraiser with the weakest first, so an under-covered portfolio surfaces instead of averaging away inside a healthy organisational total. Opportunities that are too thin on data to forecast are listed as exactly that rather than being silently counted as nothing.
When an instalment is received it actualises into a real donation against the linked donor, so the pipeline and the giving history never drift apart.
Autumn allocations
12 November · Grants Panel
Every decision happens at a meeting
Funding decisions on donor funds are made in a meeting, which can optionally be tied to a panel. You choose which pending requests that meeting is considering, and each decision is stamped with the meeting it was taken at.
Requests nobody got to stay pending and roll into the next meeting rather than disappearing. Months later, the answer to "who agreed this, and when?" is on the record instead of in somebody's inbox.
Autumn allocations
12 November · Grants Panel
Donations, Gift Aid and the donor's own view
Every kind of gift
One-off and recurring donations across any payment method, including restricted gifts tied to a purpose and tribute gifts given in memory or in honour of someone. Refunds are tracked, and each donor builds a lifetime giving picture.
Gift Aid, reconciled
Track eligibility, override it per donation for cases such as gifts routed through CAF, and let the 25% uplift calculate itself. Mark reclaims as received one at a time or in bulk. Plinth does not file with HMRC on your behalf — you claim as normal, and your records stay audit-ready.
A portal for the donor
Donors log in with a magic link rather than another password, see their funds and balances, and pull live impact reports as PDF, Excel, PowerPoint or Word. Because the reports are live, they show where things stand now, not last quarter.
The research a small team never has time for
Plinth researches capacity from web sources and Companies House and returns a band with a confidence level attached, so a fundraiser sees not just an estimate but how much to trust it.
A donor radar watches for things worth acting on — leadership changes, funding wins, lapsing risk, upgrade opportunities, a first gift, a stewardship gap — and scores each signal for urgency, so the list you open on Monday is ordered by what actually matters this week.
Donor radar
The research a small team never has time for
Plinth researches capacity from web sources and Companies House and returns a band with a confidence level attached, so a fundraiser sees not just an estimate but how much to trust it.
A donor radar watches for things worth acting on — leadership changes, funding wins, lapsing risk, upgrade opportunities, a first gift, a stewardship gap — and scores each signal for urgency, so the list you open on Monday is ordered by what actually matters this week.
Drafting: Ashgrove Trust — renewal ask
Suggested from your library
Stop rewriting the same case for support
Every fundraising team already owns the material it needs — case studies, impact reports, photographs, decks — and loses it to shared drives, old email threads and the laptop of whoever wrote it. The content library is one place to upload, organise and search that material, so the good version is the one that gets used again.
It earns its place when you are drafting. Pippin, writing a donor email or a report, offers relevant pieces as suggestion cards — this evaluation, that case study — rather than leaving you to remember what exists and go and find it. The library is the difference between a draft that mentions your work and one that evidences it.
Drafting: Ashgrove Trust — renewal ask
Suggested from your library
The advantage is what it is connected to
Most donor CRMs know what a supporter gave. They do not know what happened next, because the delivery data lives in another system. In Plinth, the case work, the attendance, the outcomes and the grants you make are already here — so the report that proves a gift was worth making is a query, not a project. That is also why the same platform serves charities that both raise and grant money.
Common questions
Is this a replacement for a mass-market donation platform?
No. Plinth is built for relationship fundraising — major donors, trusts, foundations, corporate partners and donor-advised funds — where each relationship is high-value and worth personalising. Charities running high-volume online individual giving usually keep a dedicated tool for that and use Plinth for the relationship side, the grants they make, and the impact reporting that feeds both.
Does Plinth submit Gift Aid claims to HMRC?
No. Plinth tracks eligibility, supports per-donation overrides, calculates the 25% uplift and lets you mark reclaims as received — individually or in bulk — so your records reconcile. You still file with HMRC through the normal route.
How does the forecast decide what an opportunity is worth?
Each opportunity carries an expected value and a probability, and the forecast weights one by the other. Committed income is shown at full value, everything else is weighted, and a best-case band sits on top. Opportunities without enough data to forecast are listed separately rather than quietly counted as zero.
What happens when an instalment is actually received?
Marking an instalment as received creates a real donation against the linked donor. The pipeline and the donor's giving history stay one story, so a forecast that has landed stops being a forecast.
Can several fundraisers work the same pipeline?
Yes. Opportunities are owned, and the coverage view breaks the pipeline down by fundraiser with the weakest coverage first, so under-covered portfolios surface rather than hide inside an organisational total.