Plinth for charitiesFundraising
Fundraising and donor management
Know where income is coming from, when it will land, and which relationships need attention.
Pipeline
Track the ask, not just the donor
Every ask is its own record, with an amount, a probability, an owner and an instalment schedule.
- Nine stages, from prospect to stewardship
- Several asks per donor, each forecast on its own
- Lapsed and inactive when a relationship goes quiet
Forecast
A forecast you can take to trustees
Committed income at full value, everything else weighted by its probability, month by month.
- Coverage by fundraiser, weakest first
- Opportunities too thin to forecast are listed, not counted as zero
- A received instalment becomes a real donation
Decisions
Every decision taken at a meeting
Choose which requests a meeting considers. Each decision is stamped with the meeting that made it.
- Optionally tied to a panel
- Requests nobody reached roll into the next meeting
Research
The research a small team never has time for
Capacity estimates from web sources and Companies House, each with a confidence level.
- A donor radar for leadership changes, funding wins and lapsing risk
- Signals ordered by urgency, so Monday starts with what matters
Content library
Stop rewriting the same case for support
Case studies, impact reports, photos and decks in one searchable place. When Pippin drafts a donor email, it suggests the piece that evidences it.
Gifts, Gift Aid and donors
Every kind of gift
One-off, recurring, restricted and tribute gifts, with refunds and each donor's lifetime giving.
Gift Aid, reconciled
Eligibility, per-donation overrides and the 25% uplift. You still claim from HMRC as normal.
A portal for donors
A magic-link login to their funds, balances and live impact reports.
The advantage is what it is connected to
Most donor CRMs stop at the gift. In Plinth the case work, attendance and outcomes are already there, so showing what a gift achieved is a query on records you already keep.
Common questions
Is this a replacement for a mass-market donation platform?
No. Plinth is built for relationship fundraising with 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.