Hands-on demo

Try All In One Nonprofit for yourself.

No sign-in, no sign-up, no credit card. Open a real app that is already filled with sample data and click around like it is your own. Nothing you do here is saved to a real account. The AI automations show a realistic sample of what they produce, and exports (download, copy, print) are turned off in the demo, so you can see everything without extracting it.

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Donor Management

A 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. You can also keep an Event History archive of past events and who attended, right alongside your donor records. Switching from another CRM? The Import from another CRM wizard brings your donors and full giving history over from Bloomerang, DonorPerfect, Neon CRM, Little Green Light, or Kindful, and a companion Import history and events wizard finishes the move in one step by bringing over your recurring gifts, open pledges, and event attendance history.

Try it →
Got 10 minutes?

Do these three things

  1. Watch AI draft a thank-you letter (about 3 min). Open the Donor Management demo, go to Tax Acknowledgments, and click Personalize with AI on any gift. It writes a warm, IRS-compliant letter from that donor's real gift, right in front of you, no sign-in needed.
  2. Generate a board meeting agenda (about 3 min). Open the Board Management demo, go to AI Automations, and build a meeting agenda. Then look at the Board of Directors, Officers, and Attendance pages to see the whole governance picture.
  3. Draft a piece of a grant proposal (about 3 min). Open the Grant Management demo, start the Proposal Wizard, and let the AI draft a section (like the need statement or goals) from the sample project.

Everything is pre-filled with sample data and nothing is saved to a real account. When you are ready, see pricing.

Or explore all the apps, organized by where you are in the life of your nonprofit. Pick the area that matters to you most. Everything is included in the All-Access Subscription.

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.Try it →
IRS Forms AssistantPrepare your IRS Form 1023 tax exemption application, Form 1024 application, and annual Form 990 return, all in one place, with a sample organization filled in. Open the Narrative Builder and let AI draft your activities description from a few details.Try it →
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.Try it →
AI Workflow AutomationA library of ready-to-use document and email templates, plus your own uploads as private custom templates. Pick one, fill in a few fields, and watch AI draft a tailored letter, policy, or message in seconds, or type what you need on the dashboard and AI drafts it with no template at all.Try it →
Volunteer ManagementA full volunteer database pre-loaded with sample volunteers, shifts, and logged hours. Open a volunteer, check the Predictions tab for who is drifting away, and draft an appreciation note. Install it on your phone like an app, with optional push notifications for open shifts and volunteers due for recognition.Try it →

Governance

Run a healthy, organized board.

Board ManagementRun your whole board from one place, pre-loaded with a sample board. Track roster, terms, officers, and attendance, run the live in-meeting motion tracker (per-member voting with a quorum-aware pass/fail tally), send board resolutions out for electronic sign-off with a full audit trail, then open AI Automations to draft a meeting agenda or minutes.Try it →
CommitteesCharter and run board committees, with sample committees already in place. Pick a committee, generate its charter, build an agenda for its next meeting, then assemble the committees you choose into a complete handbook with a one-click preview. Subscribers can also send a charter to the board for adoption by e-signature and give every chair a full suite: member-input reports compiled by AI, a recruitment pipeline, and a recognition log.Try it →
Risk Management & InsuranceBuild a real risk register and insurance plan from a sample organization. Review the risks, spot your coverage gaps, and generate a board-ready risk report.Try it →
Name ChangeA guided assistant for changing your nonprofit's legal name. Walk the sample case through the IRS, state, and bank steps, and generate the notification letters.Try it →
Impact & OutcomesMeasure what your programs achieve, pre-loaded with sample indicators and data. Open the Predictions tab to see which outcomes are on pace to hit their annual targets.Try it →

Executive Director & Board

Lead the organization with confidence.

Executive DirectorA complete set of tools for the executive director, with sample plans filled in. Try the First 90 Days plan or the annual work plan, build a strategic plan that compiles your goals, budget, and risks into one board-ready document, and let AI draft a board report.Try it →
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.Try it →

Operations & Compliance

Stay compliant and keep operations tidy.

Operations AuditScore your operations across every area, pre-loaded with a sample audit. See your weakest areas in the Predictions tab, then generate an improvement action plan.Try it →
Compliance TrackerTrack every federal and state filing deadline for a sample organization. Expand a filing to set its due date, owner, and notes, record what you actually filed (date, who filed it, confirmation number, and the proof, which lands in your Document Library, with last year kept rather than overwritten), add a deadline of your own, open the Predictions tab to catch filings at risk, then generate a compliance plan. Your filing deadlines also flow into your organization calendar feed, which you can subscribe to in Google, Apple, or Outlook.Try it →
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.Try it →
HR ManagementManage HR for a sample team, from policies to the employee handbook. Try drafting an offer letter or a job description with AI in a couple of clicks.Try it →

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. Coming from another CRM? The Import from another CRM wizard brings your donors and full giving history over from Bloomerang, DonorPerfect, Neon CRM, Little Green Light, or Kindful. Install it on your phone like an app, with optional push notifications for gifts to thank and pledges coming due.Try it →
Fundraising & DevelopmentA fundraising strategy and planning hub with a sample development plan. Build an annual plan, track each campaign or appeal (goal, cost, donors, and results) in the Campaigns and Appeals tracker, track your grants pipeline, and check the Predictions tab for your expected pipeline value. Activate supporters as fundraisers with shareable personal pages that roll up to a campaign total, run a silent auction catalog (items, winners, and payment collection), and use branded QR codes for mobile giving plus quick-add ticket presets and QR ticket check-in at your events.Try it →
MarketingPlan campaigns, social posts, and appeals for a sample nonprofit. Try the Campaign Kit and let AI draft your messaging, emails, and social content.Try it →
Grant ManagementManage grants end to end, pre-loaded with a sample proposal and funders. Start the Proposal Wizard and let AI draft a section, or check the Predictions tab for funder fit.Try it →
Annual ReportBuild a polished annual report from sample content with a guided wizard. Fill the sections, let AI draft the letter from leadership, and export a finished report.Try it →
Scholarship ManagementRun a clean, compliant scholarship program with sample applicants. Score applications against a rubric, then open the Predictions tab for a ranked shortlist.Try it →

More tools

Additional tools included in your subscription.

Membership ManagementManage members, levels, and renewals for a sample organization. Open the Predictions tab to spot members at risk of lapsing, then draft a renewal reminder.Try it →
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.Try it →

Subscribers get the whole platform. The demo shows a slice.

Everything below is included in the one all-inclusive subscription, on top of the apps you just tried.

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Impact reporting that raises money

  • Capture cost-per-outcome and the full picture of your impact; it flows into thank-yous, appeals, grant reports, and a year-round stewardship cadence
  • The board report drafters in the Executive Director and Board Management apps cite your real measured program impact instead of placeholders
  • A monthly usage and savings report email shows the hours and dollars your automations saved
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AI help on everything, even documents you already have

  • Improve with AI: upload any document and get back a cleaner version with a summary of what changed
  • The Ask All In One Nonprofit assistant answers detailed how-to questions from the guides with citation links, and it is built into the member portal too, where your board and volunteers get a real home base (an Ask box, a Need help hub, and a personalized launchpad)
  • A built-in Scenario Playbook gives step-by-step answers to the common how-do-I questions for all 25 modules, reachable from a Playbooks link in every app
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A board that runs itself

  • The board runs the executive director's annual ED Evaluation: a chair-led, seven-step process with an autosaving worksheet and an AI-drafted summary, plus a notes card that gathers board input all year (paste or uploaded file) and compiles the themes
  • New board officers and executive directors get an interactive Getting Started checklist at the top of the sidebar, tailored by role
  • A brand-new board stands up governance from zero with the Founding Board: First 90 Days checklist (directors, officers, bylaws and policies, conflict-of-interest disclosures, committees, and the governance calendar), each step linking to the tool
  • Send the board handbook acknowledgment, or any document, for electronic signature, prefilled from the roster, with signed copies filing into the Document Library
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Dues, renewals, and one record per person

  • A Dues Dashboard shows the treasurer who owes what: status colors, due and lapse dates, filter chips, and totals
  • Each membership level carries its own renewal cycle (anniversary, fixed date, or lifetime, with multi-year terms and a grace period), and automated reminders go out from your organization with its own payment link, plus a weekly treasurer digest
  • Members can report they paid another way (check, cash, or PayPal) for the treasurer to confirm, and see a My Memberships view of every club they belong to with a Renew button on each
  • Store several additional email addresses per person and link donor, volunteer, and member records into one shared contact record, maintained once instead of separately in each app
  • A Contact Manager puts every person you touch in one searchable list: your own contacts plus your donors and volunteers, who appear automatically. Log a call, email, text, or meeting in seconds with a follow-up date that waits on the Follow-ups screen until you mark it done, schedule tasks and appointments on a person's record, and see a donor's giving or a volunteer's hours right on the record. Import contacts from a spreadsheet with a preview and one-click undo When you are not sure what to say next, it drafts the follow-up for you from what is already logged, and it will not invent a conversation or a gift the record does not show.
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Your own website, included

  • Build and publish a multi-page website in the Website & Join Page app, hosted free, optionally on your own connected domain
  • Join and Donate buttons collect real dues and gifts through your organization's own Stripe or PayPal, with no platform fee
  • A Newsletter block captures signups into a separate list (invite them to join, sync to your email tool, or export), and an Events block auto-lists your published events with Get tickets buttons
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HR, reviews, and credentials

  • Run employee reviews and contractor evaluations from the Executive Director or HR app, with a member-portal self-review loop and AI-drafted summaries
  • Track credentials and CEUs for staff, board, and volunteers: continuing education, certifications, licenses, and background checks, with hours, renewal dates, and the certificate uploaded into the Document Library
  • Set annual CEU-hour goals with per-person progress and draft a professional-development or compliance report with AI; the same records surface in Volunteer and Board Management, people self-report from the member portal, and renewals flow into the calendar and weekly digest
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Compliance that fits your kind of organization

  • The Compliance Tracker asks how the IRS classifies you and shows only the filings you actually owe: a church sees no Form 990 at all (with the exemption explained), a section 528 homeowners association is pointed to Form 1120-H, and booster clubs, PTAs, and sports leagues get a caution about crediting fundraising to individual families, the most common way those groups lose their exemption
  • Churches get a full back office: the guided 14-factor church check, Clergy Compensation in HR (the least-of-three housing allowance worksheet, minister payroll flags, and W-2 guidance, since ministers pay SECA rather than FICA), the annual housing-allowance resolution the board adopts from a prefilled band before the January 1 deadline, and Sunday giving with numbered offering envelopes, an Offering count batch-entry screen, and a warning when a gift is directed to a person rather than the ministry
  • A Grant Readiness Assessment tells you whether you are ready to apply before you write another proposal: a twelve-item eligibility screen with five hard gates, a deep dive filtered to your budget and grant types, a weighted score across eight areas with a prioritized fix-first plan, and an EIN check that verifies your 501(c)(3) status, current exemption, and 990 filing history against public IRS records
  • A step-by-step guide to earning a Candid Seal of Transparency, from claiming your profile up through Platinum, tied to the apps that assemble what the higher seals ask for
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Bring your data with you

  • Membership, Donor Management, Volunteer Management, and the employee list all import CSVs, each with a downloadable sample file and a column-mapping screen, matching on email so re-importing updates people instead of duplicating them
  • Organizations leaving an association system have a step-by-step path too, including a guide for MemberClicks
  • Or let us do it: white-glove migration of your members, donors, full giving history, and financial records from MemberClicks, Wild Apricot, Bloomerang, DonorPerfect, Neon, Little Green Light, Kindful, or a spreadsheet, free on any annual plan
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Everyday conveniences

  • Every app tells you what to do first: open one you have not used and you get the four to six moves that matter in that app, in order, each with a button that opens the exact page, including the things that now happen without being typed
  • The money you collect records itself in your books: a donation, a ticket, a sponsorship, a form payment or a dues payment writes its own accounting entry the moment it is taken, with the gross income and the real processing fee on separate lines, so nobody types the same gift into two systems
  • Forms report on themselves: build a custom form, hand out one permanent phone-friendly link (no login, no app), and a scheduled summary emails your team the key figures and breakdowns every week, month, quarter, or year, with a one-click board report on your letterhead ready to download, save to the Document Library, or email
  • Long screens fold away: any content box with a heading can be collapsed, with Expand all and Collapse all at the top, and each screen remembers what you left open.
  • Jump app to app from the My Apps menu in every sidebar.
  • The numbers on every dashboard are links: click a count and it opens the page it came from, by mouse or keyboard.
  • Record who holds each position under Who does what, and the platform sends each notice to the person responsible instead of everything landing on the account owner
  • A volunteer screening set to flagged emails your Executive Director on its own, so a background check can never sit unseen
  • One place to search everything: Help searches every guide, playbook and setup article at once, so you ask in plain words and land on the exact section rather than a list of pages, and the same search sits inside each app so you never leave the screen you are on
  • Help where the question is: a question mark beside the jargon explains the term in plain words under the field, and a Need help pill beside the page heading slides that app's own guide over the page instead of opening another tab
  • An empty app tells you what to do first: open one for the first time and you get four suggested first moves with a button on each that opens the exact control, instead of a line saying there is nothing there. It appears only on a genuinely empty app and never comes back once you have added anything
  • Push notifications, enabled with one tap on the portal, for new donations, tickets sold, time-off requests, daily digests, and team chat
  • Donor Management, Volunteer Management, the member portal, and the portal itself install on your phone like regular apps
  • A guided start: six short questions when you set up your organization put a Recommended for you group at the top of your My apps page, with the full catalog one click away, so nobody is handed every app on day one
  • A signed-in Workflow Assessment on the My apps portal: 123 questions across 15 operational areas that become a prioritized action checklist, each gap deep-linked to the exact screen that fixes it
  • Rename the platform's terms to match your own language, chosen once on the My Organization page (the single hub for identity, branding, language, and connections), with presets for churches and faith-based organizations, booster clubs, PTAs and PTOs, HOAs, sports leagues, alumni associations, and trade associations (for example showing "tithe" or "offering" instead of "donation" and "giver" instead of "donor")
  • Emails the platform sends to your people (renewal reminders, invitations, confirmations, sign-in links) arrive with your organization's own name as the sender, so they read like they came from you
  • Sensitive account actions (deleting your account, dissolving your organization, managing billing, or changing an Admin) are protected by an emailed one-time step-up verification code
  • Moving around replaces the page you are on instead of stacking up browser tabs; only links that genuinely leave us open a new tab, marked with a small arrow, and every guide carries a trail back to the app you came from
  • Annual plans come with a 14-day money-back guarantee on the first charge, so trying it for a year is not a one-way door

Ready when you are.

When the demo has you convinced, take the assessment to find your starting point, or go straight to pricing to subscribe.

Take the assessment See pricing