Donor Relationships and Financial Reality, Finally in One System
Know Every Donor. Track Every Dollar. Miss Nothing.
How It Works
Every Gift, Every Relationship, Every Fund — Connected
When a gift is entered in Unity, it posts simultaneously to the donor's relationship record and to the appropriate fund account based on the gift's restriction designation. Development staff see complete giving history, stewardship notes, and capacity data. Finance sees the same gift as a fund transaction with full restriction tracking. There is no second step, no import, and no reconciliation.
Stewardship workflows trigger acknowledgment letters, thank-you task reminders, and year-end giving summaries automatically. Pledge schedules track expected future gifts and alert staff when payments are due. And because donor records link directly to fund balances, your team always knows whether a donor's restricted gift has been spent, is still restricted, or is approaching its purpose deadline.
Donor Management Questions
Yes. We migrate your complete donor history, giving records, contact information, household relationships, and engagement notes as part of every Unity implementation. Nothing from your current system is left behind.
No. When a gift is entered in Unity, it posts to both the donor record and the fund account simultaneously. Development staff can enter gifts through the donor management interface, and the fund accounting core handles the financial posting automatically — including restriction classification and fund balance updates.
Yes, with role-appropriate access. Development staff can see the balance and spending status of funds tied to a specific donor's restricted gifts — useful for stewardship conversations and impact reporting. Full ledger detail remains accessible only to finance staff with appropriate permissions.
Yes. Unity supports pledge schedules with configurable payment frequencies, automated payment reminders, and pledge fulfillment tracking. Recurring gift setups maintain the same restriction designations across all installments, and outstanding pledge balances are always visible on the donor record.