In private beta with a Canadian nonprofit. The next cohort opens September 2026. Apply now
For the smallest nonprofits

The donor system a tiny team can actually afford and actually use.

Relae pulls your giving from every channel into one clean donor record, handles the receipts and year-end summaries finance needs, and tells you who to follow up with next.

Request early accessBook a lookNext cohort opens September 2026.

No migration, no marketer, no enterprise price. Works on top of your CRM, or as your donor record if you do not have one.

northwind-arts / donor records
Three spellings, three sources
sam riveraEventbrite96
S. RiveraCheque88
Rivera/SamCanadaHelps79
Sam Rivera
one record, 9 gifts
$8,415
~1 in 5first-time donors give again the next year

Donors who give a second time stay: roughly three in five give again. Relae finds the donors waiting for a second ask and tells you who to reach, so the follow-through actually happens.

First-year and repeat-donor retention figures from the AFP Fundraising Effectiveness Project.

[01]Who it's for

Built for the littlest shops, where one or two people wear every hat.

The executive director
Affordable on a one-person budget.
No migration, no marketer, no enterprise price. The institutional memory lives in one place, so relationships hold.
Finance, treasurer, or bookkeeper
Year-end that ties out, without the dread.
A reconciliation report, an exception list, and CRA-compliant receipts straight from the clean record.
See how receipting works
The fundraiser
Less data entry, and the follow-ups you never get to.
Write what happened in plain words. Every donor's dossier surfaces the next follow-up.
[02]What it does

The books first, then the relationships.

Get the record right first, then act on it. The same clean data underneath every screen.

Every gift, from every source, matched to the right donor.

Every source merged into one record. It auto-matches the obvious, sends only the few in doubt to the Review queue, and remembers every decision.

See how matching works
The Review queue1 to review
hammond fdn (cheque #132)Auto96
D. ChoConfirm87
Rivera/SamReview79

Auto resolves on its own. Review waits for a human. Nothing saves until you confirm.

Paid, promised, and hoped for. Never blurred.

Progress fills by certainty: paid deepest, written pledges lighter, verbal lighter still. A forecast is labeled a forecast, and every number ties out.

See how the numbers tie out
Spring Gala 2026On pace
Paid $64,000Written $28,000Verbal $12,000 Goal

Who to follow up with next, and the exact move to make.

It ranks the next follow-up per donor, with the reasoning shown: who is ask-ready, who is worth a call.

Marguerite OkaforAsk ready
Year-end gift three years running. Capacity and affinity both high.
Make the gala ask

Every donor, one dossier, the whole relationship in view.

Every gift matched into one place, the relationship read at a glance, and the next move already surfaced.

Marguerite Okafor
Donor since 2019 ยท owned by Jordan Lee
Ask readyLifetime $42,3009 gifts, 4 sources

Write it the way you would say it. Relae reads the rest.

Type a note the way you would say it. Relae reads the people, money, and dates, and you confirm.

Dana Whitfield pledged $5,000 over three years. Follow up next Tuesday.
ReadyAdd a pledge, $5,000 over three years
Check thisFollow up next Tuesday

Relae reads the people, money, and dates. You confirm before anything is written.

An intelligent donor record for the smallest fundraising teams.

Today it lives in five exports, a spreadsheet, and your memory. Relae makes it one.

See your own book clean. Apply for the September cohort.

[03]How it fits

It fits whether you have a CRM or you don't.

Already have a CRM

Relae sits on top: it reads your CRM in and exports back out. Nothing migrates, and your CRM stays the book of record.

You get the clean matched gifts and the follow-up list a CRM never builds for you.

On spreadsheets, or starting out

Relae is your donor record from day one: one clean, deduplicated record of giving, without standing up a heavy CRM.

Bring what you have. Eventbrite, CanadaHelps, the bank, cheques, spreadsheets. Your data stays yours.

Most small teams do not raise more by switching systems. They raise more by trusting the numbers in the one place their giving lives.

[04]Why you can trust it

Grounded methodology, a real fundraiser, and your data kept yours.

Grounded in how fundraising actually works, not our opinion.

The development scorecard is the recognized moves-management practice (Dunlop and Smith, then CASE, AFP, and Veritus). The prospect rating is Hank Rosso's LAI principle (Linkage, Ability, Interest) relabeled. Every score shows its formula and its source.

Set up by a person, not just software.

A career major-gifts fundraiser configures Relae for how your team actually works and qualifies your first portfolio with you. A small team is never doing this alone.

Your data stays yours.
Region-pinned
Canadian data stays in Canada.
Strict isolation
Each organization's data is kept separate. Never mixed.
Known identifiers redacted
The donor names on file, emails, phone numbers, and addresses are stripped before AI reads your notes, then reattached locally.
No data brokers
When Relae looks up an organization's logo, the only site it visits is theirs. Nothing is bought, sold, or sent to third parties.
Yours to take
Export everything any time. Portability is a promise, not a trap.
[05]Questions

The things people ask first.

Do I have to migrate my data?

No. Relae reads your sources in and sits on top of what you use. Nothing moves, nothing gets replaced, and you can stop any time with everything intact.

What if I already have a CRM, or none at all?

Either works. With a CRM, Relae reads it in, leaves it the book of record, and adds the clean matched gifts and the relationship intelligence. Without one, Relae is your donor record from day one.

Does Relae issue tax receipts?

Yes. Relae issues CRA-compliant donation receipts straight from the clean giving record, split-receipting rules included, with your charity as the issuer of record. It is switched on with you during onboarding. If you would rather keep receipting in your current system, Relae produces the clean per-donor totals and year-end summaries to receipt from instead.

Is my donor data safe?

Canadian data stays in Canada, each organization's data is kept strictly separate, and known identifiers are stripped before AI reads your notes. You can export everything any time.

What does it cost?

Relae is in private beta. Setup is hands-on and free during beta. Pricing for general availability has not been set yet, but the whole point of Relae is to be affordable for the smallest shops, well under what the incumbent CRMs charge. Founding organizations from the beta keep a preferred founding rate when pricing launches, and will get plenty of notice before anything changes.

How does the private beta work?

We onboard in small cohorts so every organization gets real hands-on setup. The next cohort opens September 2026. Apply now, and if Relae is not the right fit for your shop we will tell you straight. Founding organizations talk directly to the people building Relae.

Is my shop too small for this?

No. The smaller you are, the more Relae is for you. It is built for the long tail of tiny orgs where one or two people do everything and there is no back office. If you are a large shop with a full development team and a CRM admin, Relae is probably not the right fit, and we will tell you so.

What if it guesses a match wrong?

It is built not to guess. Confident matches resolve on their own, anything genuinely ambiguous is surfaced for a quick human review, and Relae never writes a record until you confirm. Every decision you make is remembered, so it does not ask twice.

[06]The offer

Trustworthy numbers, and the hours to follow through.

A career fundraiser sets Relae up the way your shop works, reconciles your gifts, and qualifies your first follow-up list with you. Hands-on, and free during beta.

[01]
A September 2026 start
The next cohort opens September 2026 and is kept small.
[02]
The founding rate
Founding organizations keep a preferred founding rate when pricing launches.
[03]
A direct line
You talk to the people building Relae, not a support queue.
[04]
A straight answer
Not the right fit for your shop? We will tell you straight.

Onboard in September and your books are clean for this year-end, receipts included.

Your CRA number. It lets us size your shop from the public filing, so onboarding is tailored from the first call.

When you submit this form we collect your name, work email, organization, optional CRA charity number, and any message, and use this information to respond to enquiries, provide and administer the Platform, secure accounts, communicate operationally, and comply with law. The request's network address is recorded to prevent abuse (standard technical data). We retain this information for up to twenty-four (24) months from last contact. Full details in the Privacy Policy.

We take a small cohort so every org gets real setup, and we will tell you straight if it is not a fit.

Relae is in Beta. Everything shown on this page is live in the product today; plenty more is coming.