Giving Health Score, a recurring-revenue forecast for budget season, initiative velocity, fund-separated reporting — tithe vs building vs missions vs benevolence — and board-ready exports. Answers to the questions church leadership actually asks, without spreadsheets.
Guided insights
One score for the health of your congregation's giving — recency, frequency, retention, recurring share — tracked over time, so the finance committee sees direction, not just totals.
Budget season's best friend: a forward projection of recurring gifts and active commitments, so next year's budget rests on data instead of guesswork.
Not a dashboard you have to decode. A 3-5 sentence email every morning: yesterday's total, new givers, initiative progress, anything needing attention. Written in your language, using your vocabulary.
Givers are automatically classified — new, active, lapsed, high-value — based on giving history, recency, and amount. The stages drive both reporting and automation; the segments stay current as behavior shifts.
Tithe vs building vs missions vs benevolence — every fund reports separately and rolls up cleanly. Designated gifts stay designated, and your treasurer can prove it.
Goal pace for every initiative — ahead, on track, or stalling — plus needs-attention flags when giving dips, an initiative goes quiet, or a recurring gift fails.
On the roadmap: privacy-preserving k-anonymity aggregates that show how your average gift compares to similar-size churches in your tradition — peer context without exposing individual giver data.
Gifts, givers, commitments, recurring gifts, initiative results — all exportable to CSV from any list view, ready for the board packet. Your data is yours; download whenever, no restrictions.
Every change to every record — who, when, why — in a tamper-evident, hash-chained audit log verified every six hours. Discovery-ready if anyone asks. Filterable by user, date range, entity, or action.
Questions answered
Giving trend chart with period comparison — 7 days, 30 days, 90 days, and year-to-date.
Breakdown by fund — tithe, building, missions, benevolence — with totals, averages, and giver counts.
Channel split — giving pages, website widget, kiosk, mobile, live giving events, and manual entry at a glance.
Ranked by highest giving, most frequent, or recently active — with links to their profiles.
Initiative cards showing goal, raised amount, velocity, days remaining, and giver count.
Commitment summary — total committed vs. fulfilled vs. outstanding, with lapse alerts highlighted.
The recurring-revenue forecast projects recurring gifts and active commitments forward — built for budget season and the finance committee.
Lifecycle-stage filter for at-risk + lapsed givers with last-gift date and giving history. Triggers automation workflows when stage transitions occur.
