Donation forms
Test Apple Pay and Google Pay on the devices donors use
Use a three-path device test to verify Apple Pay, Google Pay, payment fallbacks, and the gift records each donation creates.
CharityStack· September 8, 2026·4 min read
Fundraising software
A fundraising AI should answer faster than it acts
Evaluate an AI fundraising assistant with three permission levels: source-visible answers, complete previews, and separately confirmed live changes.
CharityStack· September 6, 2026·4 min read
Fundraising software
Donor tips and fee coverage send money to different places
Compare donor tips, fee coverage, and extra mission gifts by tracing the donor total, transaction charges, recipient, and nonprofit net.
CharityStack· September 5, 2026·4 min read
Fundraising software
Build CRM roles around tasks, not job titles
Test nonprofit CRM permissions with a task-and-denial proof that confirms staff can finish assigned work while high-impact actions stay blocked.
CharityStack· September 4, 2026·4 min read
Fundraising software
Make sure your fundraising export keeps the records connected
Run a nonprofit CRM data export drill that tests record scope, stable identifiers, relationship joins, and difficult donor examples.
CharityStack· September 3, 2026·4 min read
Fundraising operations
Start your fundraising dashboard with decisions, not charts
Build a nonprofit fundraising dashboard with reproducible metric definitions, source records, owners, and response rules.
CharityStack· September 1, 2026·4 min read
Fundraising software
Payment processor vs. fundraising platform: Use the five-record test
Compare a nonprofit payment processor with a fundraising platform using the payment, gift, donor, receipt, and recurring records needed after checkout.
CharityStack· August 31, 2026·5 min read
Fundraising operations
The grant was awarded. What happens next?
Build a nonprofit grant tracker that separates application, payment, and reporting states, with one owner and one dated next action.
CharityStack· August 23, 2026·4 min read
Fundraising operations
A clean donation file can still create duplicate gifts
Import donations into a nonprofit CRM without duplicates by separating donor matching from gift identity, staging exceptions, and testing the rerun.
CharityStack· August 21, 2026·5 min read
Fundraising operations
Fund, campaign, or appeal? One gift may need all three
Separate fund, campaign, and appeal so one nonprofit gift can preserve intended use, fundraising context, and the specific ask.
CharityStack· August 18, 2026·4 min read
Recurring giving
When a recurring donor asks to change their gift, choose one path
Route a recurring donation amount or schedule change through one supported path, then verify the effective date and next charge before closing it.
CharityStack· August 7, 2026·5 min read
Donor management
Before you merge duplicate donor records, run three checks
Check identity, financial history, and communication choices before merging two donor records into one.
CharityStack· July 22, 2026·4 min read
Fundraising software
A minimum viable fundraising software migration
Protect gifts, recurring donations, donor identity, receipts, and reconciliation before moving lower-value fundraising history.
CharityStack· July 20, 2026·5 min read