TrueMonthNonprofits
Board-ready numbers without the scramble.
Bring your donor CRM, giving platforms and accounting together so the board pack, campaign results and grant reports all come from one set of numbers.
Who it serves: Charities, foundations, community organizations and membership associations.
01What we replace
The board pack that takes a week to build.
The board pack takes a week
Staff rebuild the same tables every month from three systems.
Donor retention is unknown
Gift totals are easy. How many donors came back is not.
Grant reporting is manual
Program outputs live in spreadsheets that never match the finance view.
Campaign results arrive late
By the time a campaign is measured, the next one is already planned.
02What you see
The numbers on your dashboard.
Each one with a written rule, a target and a comparison. Cut by campaign, fund, channel, program and donor segment.
- Donor retention and lapsed donors
- Revenue by campaign, fund and channel
- Recurring donors and monthly giving
- Average and median gift
- Cost to raise a dollar
- Grant pipeline and reporting dates
- Program outputs against targets
- Restricted and unrestricted balances, from your books
| Campaign | Gifts | Donors | Retained |
|---|---|---|---|
| Year-end appeal | 1,912 | 1,540 | 58% |
| Spring gala | 420 | 388 | 41% |
| Giving day | 1,106 | 1,021 | 33% |
| Monthly program | 6,880 | 1,284 | 88% |
- Bloomerang
- Salesforce Nonprofit Cloud
- Blackbaud Raiser's Edge NXT
- DonorPerfect
- Little Green Light
- Neon CRM
- Givebutter
- Classy
- Stripe
- QuickBooks Online
- Google Analytics 4
- Google Sheets
If your system isn't listed, we'll connect it through its API or a scheduled export.
04Questions
Common questions.
Do you need donor contact details?
No. Donor IDs are enough to measure retention, recurring giving and campaign results. Names and addresses stay in your CRM.
Can the board see a simple version?
Yes. A board view shows the handful of numbers the board asks for, with plain notes, in the same place as the staff dashboard.
Do you work from our accounting system?
Yes, read-only. Restricted and unrestricted balances come straight from your books, so the board pack matches the audit.
Next step
See donor, program and finance numbers in one place.
Twenty minutes: your systems, the five or six numbers that run the business, and what a first dashboard would cover. No slides.
On the call
Which systems hold the numbers, who needs to see them, and how often. You leave with a written scope for a first dashboard and a quote within two business days.
Or email hello@truemonthhq.com