Team and documents
Your whole team, and every file, in one place.
See who does what at a glance, bring new people in with an invitation, and keep your organization's files where everyone can find them.
What does your team get?
Your org chart, always current
Who reports to whom, at a glance, ready to walk your board through.
Invite your team
Send an invitation, set each person's title and manager, and see who's joined and who's still invited.
Roles that fit how you work
Use our roles or create your own, so titles match your organization.
Coming soon
Decide who can see and change what
Give each person access to just the parts of Donorly they need.
Every file in one place
Folders for board minutes, grant documents, policies and photos. Upload, move, download, and restore anything from the trash.
Board members on the same record
Board members carry their role on their profile, next to their giving and conversations.
Questions we hear
Can we show the board our team?+
Yes. The org chart shows everyone and who they report to, at a glance.
Can volunteers and board members join?+
Yes. Invite them like anyone on your team.
What kinds of files can we keep?+
Any kind: PDFs, documents, spreadsheets and photos, organized in your own folders.
Keep reading
Donor CRM
Every donor, household and institution, with conversations and follow-ups that don't slip.
→Reports and analytics
Analytics built in: giving trends, donor retention and a map of your donors, with totals that match everywhere.
→Check entry
Shoot your checks and our AI scans them in. Verify, confirm, done.
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See it with your own checks, pages and members.
30 minutes, on your own work: your checks, your pages, your numbers. Ask us how anything works. During the beta, we move your data in for you at no cost.