Every gift across every channel creates or updates a unified profile. Lifecycle stages, commitments, receipts, statements, duplicate merge, and privacy controls live together, with tradition-aware outreach drafts ready for staff review.
Giver lifecycle
Every giver can move through practical stages: visitor, first-time, active, at-risk, lapsed, reactivated, recurring, leadership. Stage changes can prompt the right next step: welcome series, re-engagement, or celebration.
Welcome and re-engagement drafts match your tradition's tone: warm pastoral for Baptist, reverent and parish-rooted for Catholic, stewardship-led for Methodist, Spirit-filled for Pentecostal.
The profile page says "Member" for a Baptist or Nondenom church, "Parishioner" for a Catholic parish, "Member or friend" for Methodist / Presbyterian, "Saint" for some Pentecostal traditions. Column headers, field labels, and search placeholders all adapt.
Every gift creates or updates a profile across every enabled channel. Plate kiosk, giving page, widget, portal, live event, recurring gift, or the included brand mobile app: one person, one record.
Prospect → Giver → Major Giver → Leadership. Levels update automatically based on giving patterns — so the pastor knows whom to thank personally.
Label givers as "Elder", "Volunteer", "Choir", "Legacy commitment" — any taxonomy your church needs.
Matching records are flagged and can be merged — same person, one complete profile. Giving history is preserved on the winning profile with a full audit trail.
Generate individual receipts and per-giver year-end giving statements on demand, with January statement workflows built from the same profile record.
When a giver is deleted, their personal details are stripped from every read path — the gifts they made stay in your ledger, but their name, email, and phone are removed. GDPR-aware by default; right-to-erasure honored. Generosity with dignity.
A giver who also gives elsewhere has one sign-in across organizations — but your church sees only its own relationship. No cross-organization discovery; full data isolation.