Pillar 3 of 3 · Operations
Volunteering for a small org used to mean owning a back office of spreadsheets, shoeboxes of receipts, and a vague hope you were tax-compliant. Operations replaces all of that. Equipment checkout by season, volunteer schedules with credit hours, the campaigns and participant pages behind every fundraiser, donor CRM with re-engagement appeals, board-ready Excel reports, and IRS-aligned compliance templates that auto-merge your org's name, EIN, city, and state.
Built for: The board that's never quite sure if its tax letters are legal, or which state it's allowed to solicit from.
What's inside
The programs, people, and paperwork behind the org — every Operations module is auditable and exportable. No spreadsheet drift, no end-of-year scramble.
Issue jerseys, helmets, instruments, or any gear by season. See what's out, flag overdue returns, and charge families for lost or damaged items with your own penalty schedule — so the gear comes back or the budget gets made whole.
Shifts, signups, hour requirements per family. Lookup by email, batch reminders, iCal export. No SignUpGenius account required.
Goal-driven campaign pages with progress bars, leaderboards, and brand-matched theming — plus pledge-per-unit walk-a-thons and read-a-thons, auto-charged after results are entered.
Every athlete, volunteer, or team gets a personal fundraising page with a QR code, share link, and optional anonymous opt-in for donors who want off the public board.
Excel by tax year. Stripe payment reconciliation. Refund management with audit trail. Excel exports for every list in the workspace.
IRS Pub 1771 gift acknowledgements, §6115 quid-pro-quo disclosures, §170(f)(8) year-end statements, and a 36-state charitable solicitation registration table — auto-merged with your org's name, EIN, city, state, and tax status. Starter templates, not legal advice.
Lifetime giving, contact info, full history per donor. Segment, export, and run re-engagement appeals for donors who haven't given in 1–3 years.
Direct to your org's bank in ~2 business days. PCI-DSS Level 1. No platform-held funds, no surprise deductions.
The compliance moat
Three letter templates — Gift Acknowledgement (Pub 1771 / §170(f)(8)), Quid-Pro-Quo Disclosure (§6115 $75 threshold), and Year-End Donor Statement — auto-merge your org's name, EIN, city, state, and tax status. A 36-state charitable solicitation registration table tells you exactly what's required when you solicit across state lines. Starter templates, not legal advice — but every other platform makes you write them yourself.
A real day with Operations
January 15. Last year's year-end donor statements went out automatically at 6am on January 5 — every recipient got an IRS-aligned letter merged with the org's EIN and city. Maria opens Compliance, pulls up the 36-state registration table for her July renewal cycle, and confirms Pennsylvania is current. She opens Donors, filters to lapsed-12-month, and triggers a re-engagement appeal. Equipment flags two jerseys still out from the fall season and queues the return reminders. Reports gives her the 2025 Excel her CPA asked for. Total time in HometownLift: eleven minutes.
What this replaces
The other two pillars
Free to start
Core is free for every organization, with campaigns, participant pages, donor CRM, volunteer scheduling, and IRS-aligned year-end statements included from day one. Donors cover the fees, so your org keeps 100%. Add Equipment Accountability and the deeper compliance and stewardship tools when you need them.
