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In Progress

Done

Main Roadmap

Configurable custom fields on donor records — text, number, date, dropdown, checkbox — so you can track exactly what matters to your org without waiting for us to ship a new feature. Common uses: religious affiliation, volunteer status, spouse name, employer matching gift program, anniversary date, alumni class year. Custom fields show on donor detail pages, are filterable in the donor list, and roll into reports and CSV exports.

Planned

Donors

Custom fields on donors

Dustin Cole

Generate a one-page printable brief for any donor before a meeting — giving history, household relationships, recent communication touchpoints, structured notes, capacity score, and AI-generated talking points based on their giving patterns and your past interactions. Replaces the 30-minute scramble before every donor meeting. Print it, save as PDF, or pull it up on a tablet. Designed for major gift officers and EDs who meet with donors regularly.

AI Agents

Pre-meeting donor briefing

Combine wealth signals, giving history, engagement scores, and relationship signals into a unified "major gift readiness" score for every donor. Surfaces who's most likely to make a transformative gift — not just who's wealthy, but who's wealthy AND engaged AND showing recency signals. Drives a prospect dashboard for major gift officers and integrates with the AI insights system to flag opportunities your team would otherwise miss.

Capacity scoring & major gift identification

Timestamped, attributed notes on any donor record — replacing the scattered email threads, sticky notes, and "ask Sarah" tribal knowledge that disappear the moment someone leaves your org. Every note shows who wrote it, when, and stays with the donor forever. Searchable across the entire donor base. Critical for major gift teams, legacy giving conversations, and any nonprofit where relationships matter as much as transactions.

Structured donor notes

GiveLink now automatically generates a concise summary of each contact after 5 or more interactions. Summaries highlight key patterns — giving frequency, communication preferences, and engagement level — and apply contextual tags like "Board Member" and "Major Donor" so you can scan your contact list at a glance.

Completed

AI contact summaries

Press Cmd+K (or Ctrl+K) anywhere in the dashboard to jump to any donor, campaign, donation, or page in the app instantly. Fuzzy search finds what you need in seconds — no menu hunting, no clicking through breadcrumbs. The keyboard-driven workflow that power users in modern SaaS tools (Linear, Notion, Vercel) take for granted, brought to nonprofit fundraising. Once you have it, you wonder how you lived without it.

Dashboard

Command palette (Cmd+K)

A dashboard feed of every action taken in your account — donations, edits, agent actions, exports.

Activity log feed

A guided onboarding checklist showing new orgs exactly what to do first to get launch-ready.

→ <a href="https://givelink.ai/docs/quickstart">Quickstart</a>

Getting started guide

Every email from GiveLink — receipts, follow-ups, statements — shares one warm, editorial visual language.

→ <a href="https://givelink.ai/changelog#2026-04-04-email-design-system">Read the changelog</a>

Unified email design system

A public changelog showing every feature, fix, and improvement we've shipped — with feedback links.

→ <a href="https://givelink.ai/changelog#2026-04-04-changelog-page">Read the changelog</a>

Public changelog page

Donate pages and donor portal localized into English, Spanish, French, Portuguese, and Chinese.

→ <a href="https://givelink.ai/changelog#2026-02-01-launch">Read the changelog</a>

Multi-language support (EN/ES/FR/PT/ZH)

A central reports navigation page for finding the right report fast.

Reports

Reports Hub

A starter set of 21 reports covering donations, donors, campaigns, financials, and trends.

21 analytical reports

See exactly who's staying and who's leaving with retention curve breakdowns by segment.

→ <a href="https://givelink.ai/changelog#2026-02-28-board-reports">Read the changelog</a>