Whiteglove.SI
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WHITEGLOVE.SI FOR NONPROFITS

Know every donor. Carry every gift forward.

A gift is the beginning of a relationship. Bring your giving page, donor records, conversations, campaigns, and staff follow-up into one connected workspace—so your team can spend more time on the mission. Supporters can give on your branded form and share a link to it.

Book a guided demo Follow the donor journey
01 Give in your brand02 Know the relationship03 Make the next move
Community pantry volunteers helping a neighbor
CONTACTS / DONOR RELATIONSHIPSMaya OrtizFirst gift received · Stewardship task assigned
Next step ready
THE RELATIONSHIP IS THE WORK

Your fundraising tools should remember the person behind the gift.

A donation form can collect a payment. A contact list can hold an email address. Neither, alone, tells your team what the donor cared about, who followed up, or what should happen next. Whiteglove.SI connects those moments in a CRM your whole team can use.

One donor recordContact details, source, giving context, conversations, and activity together.
One clear next stepTasks and workflows carry follow-up to an accountable staff member.
One connected experienceBranded pages, forms, campaigns, and digital workers support the same relationship.
BUILT AROUND THE PEOPLE YOU SERVE

Different missions. A more personal way to stay connected.

From a first donation to a long-term partnership, each organization needs to recognize the person, the cause, and the next meaningful step.

Students working together at an after-school science program
Youth & educationFamilies, volunteers, and program supporters
Volunteers planting trees in an urban neighborhood
ConservationLocal advocates and hands-on donors
Animal rescue volunteer caring for a dog
Animal welfareAdopters, foster families, and supporters
Community health worker speaking with a neighbor
Community healthNeighbors, partners, and outreach teams
THE DONOR JOURNEY / IN THE PRODUCT

From a first gift to a relationship your team can grow.

See how the same donor moves through a giving experience, a contact record, staff stewardship, a connected workflow, and a relevant campaign. The screens use sample data and show configuration paths; no donation is processed here.

Giving page · PreviewWebsite
Every neighbor belongs.
SUPPORT THE MISSION

Make a difference today.

Choose an amount and pay on this page.

$25$50$100Other
Email address maya@example.org
Card payment Secure Stripe form
Give $50 securely ↗
Gift recorded through connected payment provider
Whiteglove.SIContacts
CRM / CONTACTSDonor relationships
TablePipelineSegments
⌕ Search contacts
Maya OrtizNew donor · Website giving form
›
Jordan LeeEvent supporter
›
Maya Ortizmaya@example.org
First-time donor
OverviewDetailsBilling
Source
Website giving form
Gift activity
$50 · Payment recorded
Interest
Community pantry
Owner
Development team
ACTIVITYGift recordedFollow-up task created
Whiteglove.SIPipelines
CRM / PIPELINESDonor stewardship
TablePipelineActivity
NEW GIFTS 2
Maya Ortiz

First gift · Community pantry

Owner: Development team
PERSONAL FOLLOW-UP 1
Maya Ortiz

Thank-you call to review

Due: This week
ONGOING RELATIONSHIP 3
Jordan Lee

Community event attendee

Owner: Events team
✦
Digital worker prepared a next stepStaff review: personal thank-you and interest note
Needs review
Whiteglove.SIAgents & Workflows
AGENTS & WORKFLOWSFirst-gift stewardship
Run history Completed
TRIGGERPayment recordedDonation form · $50
CRM ACTIONUpdate donor recordFirst-time donor · Pantry interest
DIGITAL WORKER✦ Stewardship assistantPrepare a personalized thank-you draft
TEAM TASKDevelopment team reviewApprove or edit before outreach
RUN DETAILS01 · Payment event received02 · Contact updated with gift context03 · Digital worker prepared a draft04 · Team task queued for review
Whiteglove.SICampaigns
EMAIL / AUDIENCESReach donors with context
SegmentsCampaignsReplies
DYNAMIC SEGMENTS
First-time donorsGift count = 1
Community event supportersEvent interest = Yes
Monthly supportersSubscription status = Active
CAMPAIGN DRAFTDraft
A note from our pantry team

Hi Maya, thank you for standing with our neighbors. Here is what your support helps make possible…

Audience: First-time donorsReview before sending
✓ Segment updated as donor details change · Opt-outs respected
  1. 01
    Give in your brand

    A donation form captures the gift through a connected payment provider.

  2. 02
    Know the donor

    The form and payment context join the contact record.

  3. 03
    Own the relationship

    A stewardship pipeline makes staff follow-up visible.

  4. 04
    Move the work

    A workflow connects the gift to a digital worker and human review.

  5. 05
    Stay relevant

    Segments and campaigns make the next message more useful.

Giving requires a connected payment provider and organization-specific configuration. Financial reconciliation and tax acknowledgments should be scoped with your existing systems and legal requirements.

DIGITAL WORKERS / HUMAN RELATIONSHIPS

Give every donor conversation a next step.

A digital worker can answer routine questions, prepare a thoughtful reply, and move information into the donor record. Your team keeps ownership of the relationship and approves the moments that call for a personal touch.

Whiteglove.SIConversations
CONVERSATIONS / SHARED INBOXEvery supporter in one conversation view
All conversationsAssigned to meNeeds review
⌕ Search conversations
Maya Ortiz Text · now

Could someone tell me how the pantry is doing?

First-time donor
Jordan Lee Email

Is there room for volunteers next week?

Event supporter
AR
Alex Rivera Phone

Asked about monthly giving

Monthly supporter
Maya OrtizText conversation · Donor Steward assigned
Team review
Gift recorded · $50 · Community pantry
Could someone tell me how the pantry is doing?
✦
Donor Steward · digital workerMatched the question to the approved pantry update
REPLY DRAFT / FOR REVIEW

Thanks for asking, Maya. Your support helps us serve neighbors each week. Here is the latest pantry update from our team…

Elena Brooks · DevelopmentReview draft
Whiteglove.SIAgents & Workflows
DIGITAL WORKERS / DONOR MANAGEMENTDonor Steward
OverviewKnowledgeWorkflowsActivity
✦Donor StewardDigital worker · Donor conversations

Handles routine giving questions and prepares a response when a donor needs personal attention.

TextEmailWebsite chat
HUMAN PARTNERElena BrooksDevelopment manager
ASSIGNMENT & GUARDRAILS
Assigned viewDonor conversations
Approved knowledgePrograms, giving, events
Personal requestsPrepare a draft for staff
Human ownerElena Brooks · Development

Staff reviews the draft before this example reply is sent.

Whiteglove.SIAgents & Workflows
WORKFLOW / RUN HISTORYFirst-gift follow-up
Run history Completed
01
TRIGGER · GIVING FORMDonation form submitted

Maya Ortiz · $50 gift · Pantry interest

Received
02
CRM ACTIONUpdate donor relationship

First gift stage and giving context added

Updated
✦
DIGITAL WORKER · DONOR STEWARDPrepare a personal thank-you

Draft uses the approved pantry update

Drafted
04
TEAM TASKDevelopment team reviews

Check the message and decide when to send

Queued
Donor record updatedReply draft readyHuman approval next
  1. 01
    One inbox, complete context

    Donor texts, emails, and calls meet the same record. The worker drafts; the team reviews.

  2. 02
    A worker with a defined job

    Choose its channels, approved knowledge, and when a person takes over.

  3. 03
    A visible path to follow-up

    The workflow shows its trigger, record update, prepared draft, and staff task.

These sample screens show a configured donor-management path. Your team defines the knowledge, approval rules, and communication permissions before using it.

MORE WAYS TO MOVE THE MISSION

Donor management is the center. The rest of the work connects to it.

Each journey starts from a different moment and ends with a clear owner. Select a use case to see the product path.

Forms / GivingMonthly support
SUPPORT EVERY MONTH

Make room for consistent care.

Choose a monthly amount.

$15$25$50
Continue to secure payment ↗
CONTACT / BILLINGMonthly supporter

Connected provider subscription

StatusActive
Next stepWelcome task
Events / IntakeCommunity night
JOIN THE COMMUNITY NIGHT

More than an RSVP.

Name Jordan Lee
I'm interested in Volunteering
Save my place ↗
CRM / ACTIVITY
Jordan Lee

Event interest joins the contact record.

TagEvent supporter
TaskVolunteer team follow-up
CRM / PipelinesRelationship view
MAJOR GIFT RELATIONSHIP
Alex Morgan

Interest: Youth programs · Owner: Development director

StageDiscovery conversation
Last touchpointProgram tour
Next stepDirector follow-up
STAFF OWNERSHIP

Keep the relationship personal.

Elena BrooksDevelopment manager

The team sees what was discussed before it reaches out again.

Review by director
Segments / CampaignsRe-engagement
DYNAMIC SEGMENTPast supporters

Last gift older than 12 months

FilterOpted in to email
OwnerDevelopment team
CAMPAIGN / DRAFT

Show what changed.

A mission update, written for people who supported you before.

Draft for team approval
Websites / GivingSupporter page
NEIGHBORHOOD GREEN / SUPPORTER

Jordan helps grow a greener neighborhood.

Join Jordan in bringing more trees and green space to our community.

Support this mission ↗
PAGE / SHARE SETTINGSA personal invitation to give

Our team can build a supporter page that feels like a digital card and points to your branded donation form.

Donation buttonBranded giving form
yourmission.org/jordanCopy page link
Ready to share by email, text, or social
  1. 01
    Monthly giving

    Configure a subscription product through your payment provider, then welcome supporters.

  2. 02
    Events and volunteers

    Bring RSVP and interest forms into the contact record and team tasks.

  3. 03
    Major gift stewardship

    Keep conversations, relationship stages, and personal follow-up visible.

  4. 04
    Re-engagement

    Use donor context to prepare relevant outreach for people who opt in.

  5. 05
    Share the mission

    Build a supporter page with our team, then share its link to your giving form.

ONE CONNECTED WORKSPACE

The tools behind the donor relationship.

Bring the work together where it makes sense. Keep specialized systems of record connected when they should remain in place.

01 / YOUR FRONT DOOR

Branded websites and giving forms

Publish mission and supporter pages, share donation links, and take one-time payments inside a branded form when Stripe is connected.

02 / YOUR MEMORY

CRM, custom fields, and pipelines

Store contact history, interests, source, activities, and the relationship stage your team chooses.

03 / YOUR TEAM

Digital workers and workflows

Define a worker’s job, prepare the next action, and route decisions that need a person.

04 / YOUR VOICE

Segments, email, and conversations

Speak to the right supporters with context and retain replies in a shared workspace.

Donation processing, recurring billing, and advanced integrations depend on connected providers and implementation scope. Whiteglove.SI is not represented here as nonprofit accounting or tax-receipt software.

YOUR MISSION / ONE CONNECTED WAY TO WORK

Show us how a gift becomes lasting support.

We’ll map your giving experience, donor records, stewardship, and existing systems in a guided demo.

Book a guided demo
Have a question about your next step?