Donor CRM
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.
Pillar 3 of 3 · Operations
Operations. The back office that makes your org legitimate.
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. Volunteer schedules with credit hours, equipment checkout with auto-charges for lost gear, donor CRM with re-engagement campaigns, 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, who lost the jersey, or which state it's allowed to solicit from.
What's inside
Six modules. One legitimate back office.
Every Operations module is auditable, exportable, and tied to a real IRS-aligned standard. No spreadsheet drift, no end-of-year scramble.
Volunteer scheduling
Shifts, signups, hour requirements per family. Lookup by email, batch reminders, iCal export. No SignUpGenius account required.
Equipment checkout
Issue jerseys, helmets, instruments, or any gear by season. Auto-charge for damaged or unreturned items per your penalty schedule.
Reports & exports
Excel by tax year. Stripe payment reconciliation. Refund management with audit trail. CSV exports for every list in the workspace.
Compliance templates
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.
Stripe Connect payouts
Direct to your org's bank in ~2 business days. PCI-DSS Level 1. No platform-held funds, no surprise deductions.
The compliance moat
IRS-aligned receipts. Built in. Free.
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. Eleven minutes.
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 shows two helmets still out from last season — both auto-charged $75 last Friday per the org's penalty schedule. Reports gives her the 2025 Excel her CPA asked for. Total time in HometownLift: eleven minutes.
What this replaces
The old back office vs. one system
Before HometownLift
- SignUpGenius for volunteer shifts
- An Excel volunteer-hour tracker nobody updates
- A paper equipment log that lives in a binder
- Constant Contact for donor reengagement
- A treasurer who hopes the year-end tax letters are legal
With Operations
- One workspace, one login, one back office
- Volunteer hours per family, lookup by email
- Equipment auto-charged for lost or damaged gear
- Donor CRM with re-engagement built in
- IRS-aligned compliance templates auto-merged with your EIN
The other two pillars
Founding Cohort '26
Five organizations. Lifetime access. Applications close June 8, 2026.
Founding Cohort orgs get lifetime access at today's pricing — no future increases, no plan downgrades, ever. IRS-aligned compliance, volunteer scheduling, equipment tracking, and donor CRM included from day one.