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Learn Relae in a few minutes.

Short, plain-language guides for a small team. No jargon, no setup project. Start with getting started, or jump to what you need.

Getting started
Getting started with Relae
What Relae does, and the first few things to do once you are in.
Reconcile
Reconcile your giving across every source
How gifts from your CRM, events, and payment tools become one clean, deduplicated record.
Enter gifts in a batch
Key in a stack of cheques fast, attributed to the true donor on each gift.
Records
Work a donor in the record
The donor record is a workspace: giving, prospect rating, plan, planned moves, flags, and what Relae suggests.
How ratings work: Access, Affinity, Capacity
The three-part read on each donor, why capacity runs 0 to 9, and how the scale flows from your major-gift threshold.
Relationships
Moves and the development scorecard
Move prospects through the pipeline and read the team's leading and lagging activity.
Coaching
A working session that helps you decide the next move on a donor.
Plan
Campaigns, funds, appeals, and designations
Four money words that sound alike. Which bucket is which, and why a gift wants a campaign and a fund.
How the forecast reads pace
What On pace, Behind, and Ahead mean, and why a single quiet month does not, on its own, mean the year is behind.
Campaigns and proposals
Track a campaign's progress and the proposals in flight against it.
Reports
Reports and exports
The deliverables your board, finance, and receipting need, as CSV or branded PDF.
Tax receipts
Issue CRA-compliant donation receipts to the true donor, with the charity as issuer of record.
Trust
Your data and how it is handled
Where your data lives, who can see it, and how Relae uses it.