For every organization
Available across all suites.
Document LibraryOne secure place for every document your organization creates or uploads, shared with your whole team. Save letters, plans, and reports straight from any app, upload PDFs and scans, keep version history, and send documents for approval or electronic signature.Open →
Formation
Start your nonprofit on a solid footing.
Nonprofit FormationA step-by-step formation assistant pre-loaded with a sample startup. Choose your state, walk the incorporation and 501(c)(3) checklist, and generate ready-to-file documents like bylaws and a conflict-of-interest policy.Open →
IRS Forms AssistantPrepare your IRS Form 1023 tax exemption application, Form 1024 application for other exempt organization types, and your annual Form 990 return, all in one place, with a sample organization filled in. Let AI draft your narrative sections from a few details.Open →
Board HandbookBuild a complete board handbook from sample content. Edit the sections, then generate a polished, board-ready handbook you can hand to every new director.Open →
AI Workflow AutomationA library of ready-to-use document and email templates. Pick one, fill in a few fields, and watch AI draft a tailored letter, policy, or message in seconds.Open →
Volunteer ManagementA full volunteer database with sample volunteers, shifts, and logged hours. Open a volunteer, check the Predictions tab for who is drifting away, and draft an appreciation note.Open →
Governance
Run a healthy, organized board.
Board ManagementRun your whole board from one place. Track roster, terms, officers, and attendance, then open AI Automations to draft a meeting agenda or minutes.Open →
CommitteesCharter and run board committees. Pick a committee, generate its charter, and build an agenda for its next meeting.Open →
Financial ManagementTrack your budget against actuals with a full transaction ledger and CSV import, then generate a board financial report with an AI treasurer narrative.Open →
Risk Management & Insurance AuditBuild a real risk register and insurance plan. Review the risks, spot your coverage gaps, and generate a board-ready risk report.Open →
Name ChangeA guided assistant for changing your nonprofit's legal name. Walk the IRS, state, and bank steps, and generate the notification letters.Open →
Impact & OutcomesMeasure what your programs achieve with indicators and data. Open the Predictions tab to see which outcomes are on pace to hit their annual targets.Open →
Executive Director & Board
Lead the organization with confidence.
Executive DirectorA complete toolkit for the executive director. Try the First 90 Days plan or the annual work plan, and let AI draft a board report.Open →
Board OfficersRole-by-role guides for the President, Vice President, Secretary, and Treasurer. Pick a role, open its onboarding kit, and generate a role agreement or transition plan.Open →
Operations & Compliance
Stay compliant and keep operations tidy.
Operations AuditScore your operations across every area. See your weakest areas in the Predictions tab, then generate an improvement action plan.Open →
Compliance TrackerTrack every federal and state filing deadline. Open the Predictions tab to catch filings at risk, then generate a compliance plan.Open →
Document Retention & SecurityBuild a records-retention schedule and data-security policy from sample content. Tailor it to your organization and generate a board-ready policy.Open →
HR ManagementManage HR for a sample team, from policies to the employee handbook. Try drafting an offer letter or a job description with AI.Open →
Fundraising & Development
Raise more money and steward your donors.
Donor ManagementA complete donor CRM, pre-loaded with sample donors, gifts, and a major-gift pipeline. Open a donor, log a gift, then try the AI Automations tab and watch it draft a thank-you letter from a real record.Open →
Fundraising & DevelopmentA fundraising strategy and planning hub. Build an annual development plan, track your grants pipeline, and check the Predictions tab for your expected pipeline value.Open →
MarketingPlan campaigns, social posts, and appeals. Try the Campaign Kit and let AI draft your messaging, emails, and social content.Open →
Grant ManagementManage grants end to end, with a sample proposal and funders. Start the Proposal Wizard and let AI draft a section, or check the Predictions tab for funder fit.Open →
Annual ReportBuild a polished annual report with a guided wizard. Fill the sections, let AI draft the letter from leadership, and export a finished report.Open →
Scholarship ManagementRun a clean, compliant scholarship program with sample applicants. Score applications against a rubric, then open the Predictions tab for a ranked shortlist.Open →
More tools
Additional tools in the toolkit.
MembershipManage members, levels, and renewals. Open the Predictions tab to spot members at risk of lapsing, then draft a renewal reminder.Open →
Technology & Digital ServicesA technology playbook for a sample nonprofit, from your website to security. Try the Website Builder to generate a one-page site, or draft a tech plan with AI.Open →
Document Library
One secure home for every document, shared across all your apps.
Document LibraryEvery document your organization saves or uploads, in one place. Upload any file, or use Save to Library from any app, then organize, version, send for approval or signature, and download. Only your own organization can see it.Open →