Donor CRM Kit

The donor back office for nonprofits too small for a $45–135/month CRM

Little Green Light starts at $45 a month, DonorPerfect at $99, Bloomerang at $125 — and the free tools are donation forms, not back offices. The paperwork gap between them is where small nonprofits lose donors: who needs a written acknowledgment, who wasn't thanked, who went quiet a year ago. This kit is that back office — a working tracker, fill-in receipt letters per country, and the SOPs that run them. One payment of $79 — no subscription.

Get the kit — $79
One-time payment · ≈ ฿2,790 · free updates for v2026.x · instant download

What's inside the kit

One zip, 29 files: a tracker preloaded with demo data, eight fill-in letters, six country rule-checklists, three campaign SOPs, a numbers page with sources and dates, and one command-line tool. Files open in Excel, Google Sheets, Word and Google Docs — no software to install, nothing to subscribe to.

Tracker

A tracker that asks the right question

Donors, gift history, receipt queue, pledges — with two flags that do the thinking: who needs a written acknowledgment ($250+ US rule, quid pro quo above $75) and who has gone quiet for 12 months. Ships with 20 fictional donors and 42 gifts so you see the workflow before entering a real one.

Receipts

Acknowledgment letters, per country

US: the three written-acknowledgment letters built on IRS Pub 1771 guidance. UK: the Gift Aid declaration. Canada: the 13-field official-receipt checklist. Germany: the Zuwendungsbestätigung worksheet. France and Spain: reçu fiscal and certificado guides. Every page links its official source and the date we checked it.

Thank-you

The 48-hour routine

Only 24% of first-time donors ever give again (M+R Benchmarks 2026). The SOP runs the cheapest fix: a thank-you to every donor within 48 hours — three letter levels, the email pattern, and the tracker habit that makes sure nobody is missed.

Year-end

December is ~37% of the year

The 12-week appeal calendar runs October to December 31, week by week, built on that verified number. Plus the January close: annual summary letters, a serial-number system for every acknowledgment, and the one-page treasurer report.

Tool

One command: cwa-audit.py

Answers the two questions that matter: which receipts are still pending, and which donors lapsed. Runs on the demo data out of the box and on your own CSV export every week after. Standard Python, no dependencies.

License

One organization, its whole back office

A single-organization license: your staff, your volunteers, every donor and campaign, forever. Letters you produce are your records. Consultancies serving several organizations need one copy per client.

What this kit is not

Not another CRM. Collecting donations is solved — Zeffy, Donorbox and Givebutter do it free. This kit handles what happens after the money arrives: the acknowledgments, the thanks, the quiet donors. It works next to whatever platform you already use.

No tax promises. The kit organizes your documents following officially published guidance, with the source linked and the check date on every page. Rules change and officials decide what they accept — nothing here promises an outcome, and it is not tax or legal advice. Confirm with a licensed professional in your country.

Real work, not magic. The letters need your letterhead; the tracker ships with demo rows you delete; the SOPs take a few hours a month. That is the honest price of a back office that survives an audit or a December rush.

How you'll use it

From zip to a running receipt queue in about an hour — then the rhythm carries the year.

Hour 1 — load it

Tracker in, demo out

Open the tracker, explore the demo donors, delete the EX- rows, enter your real donors and last year's gifts. Run cwa-audit.py — your first real answer in minute forty.

Every gift — 48 hours

Thank, then acknowledge

Every gift lands in the queue the day it arrives. Thank-you out within 48 hours; the country's receipt letter follows from the fill-in templates; serial number logged. Weekly audit, nothing pending.

October → January — the season

Appeal, then close the year

Run the 12-week year-end calendar. In January: annual summaries, the batch of straggler receipts, reconcile against the bank, one-page report to the board. Done by the 31st.

Where $79 once sits in the market

Published prices from the vendors' own pricing pages, checked 2026-09-20 — and the paperwork layer none of them sells.

ToolPublished price · checked 2026-09-20What it covers
Little Green Light$45–135/mo flatSmall-nonprofit CRM, priced by record count
DonorPerfect$99/mo+Full fundraising suite, quote-based
Bloomerang$125/mo+Donor retention CRM, quote-based
Zeffy · Donorbox · Givebutter$0 + fees/tipsDonation forms & payment — not a back office
Donor CRM Kit$79 onceThe paperwork layer: tracker, receipt letters per country, thank-you and year-end SOPs

Sources: littlegreenlight.com/pricing · donorperfect.com/pricing · bloomerang.com/pricing · zeffy.com/pricing · donorbox.org/pricing · givebutter.com/pricing — all retrieved 2026-09-20. Retention and December-share figures: M+R Benchmarks 2026 (180 nonprofits).

One payment. Your back office.

No monthly plan, no per-record fee, no subscription — that's what the CRMs are for, if you ever grow into one.

$79 one-time payment

≈ ฿2,790

  • Donor Tracker with receipt queue, pledges & lapsed flags (Excel / Sheets / CSV)
  • 8 fill-in letters + 6 country checklists (US · UK · CA · DE · FR · ES)
  • 48-hour thank-you routine + 12-week year-end appeal SOP
  • cwa-audit tool · free updates for v2026.x · 14-day full refund
Get the Donor CRM Kit — $79

Secure checkout via Stripe · card payments · taxes calculated at checkout

Frequently asked questions

Is this a CRM like Little Green Light?

No — it's the layer underneath one. The tracker keeps donors, gifts, pledges and the receipt queue in a spreadsheet you own; the letters and SOPs run the paperwork a CRM would automate. If you later move to Little Green Light or DonorPerfect, everything you learned here travels — but at 0–1,000 donors, $45–135 every month is a hard sell for the same paperwork.

What exactly do I get?

A zip with 29 files: the tracker workbook (Excel + CSV versions), eight fill-in letters (three US acknowledgment letters, the US thank-you set, the UK Gift Aid declaration, a German worksheet, French and Spanish donor letters), six country rule-checklists, three campaign SOPs, the annual numbers page, the cwa-audit.py tool, and the license. Every rules page carries its official source link and the date it was checked.

Will the IRS / HMRC / CRA accept these letters?

Wrong question, honestly — and anyone who answers "yes, guaranteed" should be avoided. What the kit does: the US acknowledgment letters carry the elements the IRS itself publishes (its own guidance says no special form is needed — letters are acceptable), the UK declaration follows GOV.UK's required wording, the Canada checklist mirrors the CRA's published field list. Each page links its source and the date we checked it. Officials decide what they accept; your licensed professional confirms the current rules; the kit makes sure your paperwork is organized when they do.

My country isn't US, UK, CA, DE, FR or ES?

The tracker and the thank-you/year-end SOPs work anywhere — they're country-neutral. What's country-specific is the receipt paperwork, and for the six covered countries you get dedicated guides. For others, the kit says so honestly: send your normal thank-you, note what the donor needs, and confirm locally rather than trust an invented template.

What is the refund policy?

If the kit doesn't fit how you work, write to us within 14 days of purchase and we refund in full — the files are yours to keep or delete. One refund per purchase; we only ask for optional feedback.

Do I get updates?

Yes — every v2026.x update is free, including the January re-verification of the annual numbers page when rules move. Re-download any time from your download page with your email and password.

The donors are already giving. Keep the paperwork worthy of them.

$79 one-time · ≈ ฿2,790 · free updates v2026.x · instant download

Get the Donor CRM Kit — $79

Compliance note: the Donor CRM Kit organizes records and documents following officially published guidance as of 2026-09-20 (IRS, GOV.UK, CRA, BZSt, impots.gouv.fr, Agencia Tributaria — sources linked inside the kit). It is not tax or legal advice, it makes no promise about how any authority will treat any document, and rules change — verify with a licensed professional in your country.