Every donation checked, every donor in view
Scorebase connects donor data, postal mailings, newsletters and donation accounting. Donations from the bank statement and from connected online payments land in a review queue — nothing is booked until a person confirms.
What it often looks like today
- A donor database that doesn’t talk to the accounting
- Bank statements, matched by hand line by line
- A spreadsheet of campaign codes and mailings
- Mail merge letters from the word processor with a separate address list
- Tax receipts, created one by one in January
- A newsletter tool with its own unsubscribe list
The typical shelf for foundations and non-profits
Six apps that foundations and associations usually start with: CRM, E-Mail, Kampagnen, Aufgaben, Inhalte and Finanzen. Donation management is an add-on to the Finanzen app and works with the same contacts as CRM and Kampagnen. Every app can be booked individually — the shelf is a suggestion, not a package.
One mailing, from dispatch to tax receipt
Campaign code, donation, booking and receipt are attached to the same donor. Nothing is booked without your confirmation.
Example: the autumn mailing of Stiftung Muster
KampagnenMail merge letter with campaign code
The autumn mailing goes out by post as a mail merge letter to your segment. Each letter carries the campaign code of the mailing.
FinanzenDonation in the review queue
Ms Muster’s donation arrives with the bank statement (camt). A matching rule suggests the donor and the campaign code.
FinanzenConfirm, then book
An employee checks the suggestion and confirms it. Only then is it booked — to the account that belongs to the campaign code.
CRMDonor in the CRM
In the CRM, the team sees on Ms Muster’s contact what she has donated so far.
E-MailQuestion in the shared inbox
Ms Muster asks by email about a sponsorship. The message is assigned and answered in the shared inbox.
KampagnenNewsletter as she prefers
In the preference centre, she chooses to receive only project reports from now on.
FinanzenTax receipt in January
In January, you create the tax receipts for all donors in one bulk run — including Ms Muster’s.
What the apps bring to foundations and non-profits
- CRM
- Donors, patrons and partners in one database
- Donations visible on the contact as soon as donation management is active
- Patron overview for foundations and companies that support you
- Duplicate detection and follow-up reminders for donor care
- E-Mail
- Shared inboxes for donor enquiries, with assignment and status
- Text snippets for thank-yous and frequently asked questions
- Your existing mailbox, connected via IMAP/SMTP
- Rules that pre-sort incoming mail
- Kampagnen
- Mail merge and postal mailings with campaign codes
- Newsletters with double opt-in
- Preference centre: donors choose for themselves what they receive
- Segments and journeys
- Aufgaben
- Projects and programmes as board, list or calendar
- Tasks with owner and deadline for the whole team
- Time tracking per project
- Inhalte
- Page builder for your website
- Collections for projects, reports and news
- Forms for enquiries and registrations
- Content API (REST and GraphQL) for your own website
- Finanzen
- Review queue for donations from the bank (camt) and connected online payments — booked only after confirmation
- Matching rules, batches and campaign codes
- Sponsorships, legacies and LSV direct debit
- Tax receipts as a bulk run and ZEWO report
- Donations and all other records in the same double-entry accounting
Frequently asked questions
No. Donations from the bank statement and from connected online payments land in a review queue. Matching rules make suggestions; nothing is booked until a person confirms.
Show us your next mailing
In the demo, we go through one of your processes — from campaign code to tax receipt — and clarify which apps to start with.