Purpose-Built for Nonprofit Fundraising
Manage your annual fund like a pro
The only project management tool that speaks the language of nonprofit fundraising. Track appeals, campaigns, and donor segments from planning through reporting — with the metrics that matter.
Built for nonprofit development teams
Features
Everything your development team needs
Built-in understanding of appeals, campaigns, segments, and the full production lifecycle.
Fundraising-aligned workflows
Purpose-built for the 8-stage production lifecycle of fundraising appeals.
Fundraising metrics built-in
Response rates, ROI, and goal attainment — tracked automatically at every level.
Planning cycle aligned
Campaign calendars that align to your fiscal year, not the calendar year.
Built into every part of Annual Fund PM.
Kanban Workflow
Drag-and-drop board with 8 production stages — from Planning to Reporting — built for fundraising appeal production.
Calendar Planning
Month and year views with color-coded appeals by type and send date. Aligned to your fiscal year.
Campaign Management
Group appeals into campaigns, track donation goals, and compare performance across fiscal years.
Performance Metrics
Auto-calculated response rates, ROI, average gift, and goal attainment at the segment level.
Role-Based Access
Multiple permission levels from Admin to Viewer, plus Consultant access for outside collaborators.
Multi-Tenant Security
Row Level Security ensures complete data isolation. Each organization sees only their own data.
Workflow
Eight stages built for appeal production
Move appeals through Planning, Writing, Designing, Approving, Scheduling, Producing, Sending, and Reporting. Assign owners, set due dates, and track status at every stage. Your team always knows what needs attention.
- Drag-and-drop between stages
- Stage owners with due dates
- Status tracking (Not Started, In Progress, Blocked, Complete)
- Fiscal year filtering
Calendar
Plan your year at a glance
See every appeal on a calendar, color-coded by type — Fundraising in green, Stewardship in blue, Mission in purple. Toggle between month and year views to zoom in on details or zoom out for the big picture.
- Month view with daily appeal cards
- Year view with quarterly alignment
- Color-coded by appeal type
- Click any appeal to open details
Metrics
The numbers that matter for fundraising
Track recipients, gift count, cost, and donations at the segment level. Annual Fund PM auto-calculates response rate, ROI, average gift, and goal attainment — then rolls everything up to campaign and fiscal year totals.
- Segment-level metric entry
- Auto-calculated response rate & ROI
- Campaign rollup totals
- Goal attainment tracking
Get Started
Choose the plan that fits your team
Select a plan to request a demo and see how Annual Fund PM can transform your fundraising workflow.
FAQ
Frequently asked questions
Ready to transform your fundraising workflow?
Join nonprofit development teams who manage their annual fund campaigns with purpose-built tools instead of generic project management software.