Capital Campaign Software

Built for the pledges that build buildings

Record major gift pledges made offline, schedule installments over months or years, designate every commitment to the right fund, and show a public total that reflects the whole campaign — not just what came in online.

For capital, endowment, and multi-year campaigns

Built for how a capital campaign actually runs

1

Work your prospects

Before anyone commits, there’s a long stretch of identifying, cultivating, and asking — and most of it lives in a spreadsheet.

Stewardship boards give your major gift work a pipeline you can see: add donor prospects as cards, set the phases your campaign uses — identification, cultivation, ask, close — and move each prospect along as the relationship develops. It works the way a sales pipeline board does, so your team always knows who’s where and what’s next.

2

Record the quiet phase

The largest gifts in a capital campaign are secured in person, long before a public page goes live.

Log offline pledges as they’re committed — the gift a donor signs for across the table. Add installment payments and send installment invoices over the life of the commitment. Assign each one to the right fund, so a pledge secured in a boardroom counts the same as a gift made online.

3

Structure the commitment

Donors give more when they can pay it across years.

Pledges run on monthly installments from 3 to 60 months, or annual installments across 2 to 5 years, with donors choosing the amount and billing period that works. Every installment gets its own personalized receipt, so a five-year commitment doesn’t become five years of manual acknowledgments.

4

Designate everything correctly

A capital campaign is rarely one number.

Funds and designations give the building, the endowment, the scholarship, and the naming opportunities each their own page — with a description, a goal, and live progress. Require a designation at checkout so nothing lands unassigned, and track each fund across the campaign period.

5

Go public with the real number

Your public total should reflect everything raised, including the gifts made offline.

When you launch publicly, the campaign page reflects everything — offline major gifts, pledges, and online donations together. Add a match to accelerate the public phase, layer in peer-to-peer pages for a community push, and let donors give by card, ach, paypal, venmo, apple pay, and google pay.

6

Steward for the length of the campaign

A capital campaign runs for years, so the records need to stay clear the whole way through.

Every donor, pledge, installment, and designation sits in one record, with reporting by fund and by donor and reconciliation you can hand to finance. Pledges are tracked separately from money received, so committed and collected never get confused on a board report.

Capital campaign features

·
Prospects & pipeline
Stewardship boardsA kanban pipeline for major gift prospects, like a sales board
Custom phasesSet the stages your campaign uses — identification, cultivation, ask, close
Prospect cardsTrack each prospect and move them through as the relationship develops
Notes & activityKeep the history of the ask with the prospect it belongs to
Pledges & major gifts
Offline pledgesRecord commitments made in person, outside any donation form
Online pledgesDonors commit and schedule payments themselves
Monthly installments3 to 60 months, with donors choosing amount and billing period
Annual installments2 to 5 years for multi-year commitments
Installment invoicesSend invoices against offline pledges over the life of the commitment
Per-installment receiptsPersonalized receipt for every payment, automatically
Pledge counterDisplay total pledges on campaign, personal, and team pages
Pledges tracked separatelyCommitted and collected never get confused on a report
Custom fieldsCapture the details a major gift needs at the point of commitment
Funds & designations
Fund pagesEach fund, phase, or naming opportunity gets its own page with a goal
Required designationRequire donors to assign their gift to a fund before checkout
Offline gifts to fundsAssign offline gifts and pledges to the right designation
Per-fund progressReal-time progress and donation activity for every fund
Campaign-period trackingTrack funds across ongoing, annual, or campaign-specific periods
The public phase
Campaign page builderDrag-and-drop, no developer or designer
Fundraising thermometerReflects offline gifts, pledges, and online donations together
Impact metricsShow what the campaign delivers, not just what it costs
Matching giftsCustom ratios, caps, and sponsor recognition
Peer-to-peer pagesA community push alongside the major gift effort
Payment methodsCard, ACH, PayPal, Venmo, Apple Pay, and Google Pay
Reporting & stewardship
Donor recordsFull history — gifts, pledges, installments, designations
Reporting by fund and donorKnow exactly where the campaign stands, by piece
Saved report templatesRun filters, save them, automate recurring exports
ReconciliationReconcile transactions and designations for finance
Built-in emailSteward donors from the same place their commitments live

Planning a capital campaign? Let’s talk it through.

Common questions

Can we track prospects before they commit?

Yes. Stewardship boards give you a kanban pipeline for major gift work — add prospects as cards, set the phases your campaign uses (identification, cultivation, ask, close), and move each one along as the relationship develops. It works much like a sales pipeline board, so nothing sits forgotten in a spreadsheet.

Can we record pledges that were made offline?

Yes — and this is the core of it. Commitments secured in person can be logged as offline pledges, with installment payments and installment invoices scheduled over the life of the pledge, and assigned to the right fund.

How long can a pledge run?

Monthly installments run from 3 to 60 months, and annual installments from 2 to 5 years. Donors can choose the amount and billing period that fits their commitment.

Can we track multiple funds or naming opportunities?

Yes. Each fund, phase, or naming opportunity gets its own page with a description, a goal, and live progress, and gifts can be required to carry a designation at checkout.

Does the public total include offline major gifts?

Yes. Offline gifts and pledges are logged alongside online donations, so the thermometer on your public campaign page reflects the real total rather than only the online slice.

How do we keep pledged and received money straight?

Pledges are tracked separately from money received, so a board report shows what’s committed and what’s actually collected without anyone reconciling by hand.

Do donors get receipts for each installment?

Yes. Every pledge installment generates its own personalized receipt automatically.

Can we run a public phase after the quiet phase?

Yes. The campaign page, matching gifts, and peer-to-peer fundraising are all there when you’re ready to go public — running on the same records that hold your major gifts.

What does it cost?

Capital campaigns vary enough that it’s worth a conversation. Talk to our team and we’ll walk through your campaign structure and the right plan for it.

Let’s talk through your campaign

Walk through the platform with our team and see how it handles a multi-year campaign.