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How the pieces fit

Relae has five areas. Each answers a different question, and they read from the same donor records underneath.

The five areas

Section titled “The five areas”

Money. Where gifts arrive and get sorted. Import brings data in, Review handles the gifts the engine was unsure about, and Reports produces the deliverables for your board, your finance lead and your receipting.

Donors. The records themselves. Every constituent’s giving history merged across all channels, plus Segments for building a list to solicit.

Relationships. The work with people. Your worklist of next conversations, welcome and thank-you notes, meeting capture, and the record of what the team has done.

Plan. The forward view. Campaigns, the forecast against your goal, your pipeline, and the prospect ratings that decide who to approach.

Knowledge. Research on your institutional funders, and the attention list that pulls from everything above.

How work moves through them

Section titled “How work moves through them”

  1. Gifts arrive. From a connected channel or a file you import.

  2. They are matched to people. Most land on the right record on their own. The uncertain ones wait in Review.

  3. The record updates. Lifetime total, first and last gift, which channels the person uses.

  4. The record feeds the ratings. Affinity is read from giving behaviour. You set access and capacity.

  5. The ratings feed the worklist. Who is worth a conversation, in what order.

  6. The conversation gets recorded. Which updates the record, and the loop closes.

The important part of that loop is step three. Everything downstream, the ratings, the worklist, the forecast, the board report, is only as good as the record. That is why reconciliation comes first and why the review queue is worth your ten minutes a week.

What is switched on for you

Section titled “What is switched on for you”

Not every organization sees every area. Relae is one system, and what your workspace can do is set by your plan. If a section described here is missing from your menu, it is not part of your plan yet. An admin can see what is on under workspace settings.

Terms you will see for these: Giving covers the money system, Coaching covers the relationship work, Receipting covers official receipts, Intelligence covers research, and Events covers ticket-buyer follow-up.

Next

Section titled “Next”