NV
Northgate Ventures
Corporate
$0No gifts
Every award starts with someone who gave
You spend the year giving money away carefully. Someone had to raise it first, and until now that happened somewhere else entirely, on another team, in another system, reconciled by hand at year end. Donor management and fundraising now live in the system that runs the awards.
Illustration of the donor list: each donor with their organization, type, status and pipeline stage.
Manage donors
Your organization’s donors and their fund relationships · 48 donors
Filtered byStatus ActiveClear all
| Name | Organization | Type | Status | Stage |
|---|---|---|---|---|
| RCRuth Castellano | Castellano Family Trust | Individual | Active | Donor |
| OFOkafor Family | — | Individual | Active | Donor |
| AFAnderson Foundation | Anderson Foundation | Foundation | Active | Cultivation |
| LMLena Marsh | — | Individual | Active | Cultivation |
| NVNorthgate Ventures | Northgate Ventures | Corporate | Prospect | Prospect |
| TBTomás Bello | — | Individual | Lapsed | Cultivation |
Showing 6 of 48Page 1 of 8
Find the donors, make the ask, take the gift, and show them what it paid for. Phoenix writes the outreach, the thank-you and the impact report, and sends on the terms you set.
Relationships
Know where every relationship stands
Who you are getting to know, who has been asked, who gave, and who is owed a thank you. Fundraising moves at the pace of relationships, and this is the board that keeps track of them without anyone maintaining a spreadsheet on the side.
When a fund comes together, you choose which of these donors it draws from, so the fund and the relationships behind it stay connected.
Illustration of the donor pipeline board: donors as cards in Prospect, Cultivation and Donor stages, each stage showing what it has received.
Pipeline
Move donors through your stages. Drag a card, or use its stage menu.
Prospect 2$0
MC
Meridian Community Fund
Foundation
$0No gifts
Cultivation 3$3,000
LM
Lena Marsh
Alumna, 2009 1 task
$2,500Mar 2025
AF
Anderson Foundation
Foundation
$0No gifts
TB
Tomás Bello
Alumnus, 2014
$500Aug 2025
Donor 2$53,000
RC
Ruth Castellano
Trustee 2 tasks
$45,000Jan 2026
OF
Okafor Family
Alumni
$8,000Dec 2025
Each stage shows what it has received. Drop donors here to move them.
Grants you are chasing
The grants you are chasing, in the same place
Track every opportunity from research to award, with tasks, documents and reminders before each deadline. When one comes through, add it to a fund budget and it can be given out from the same system that won it.
Grant discovery, where the opportunities come fromIllustration of the grant opportunities board: grants being pursued in Researching, Writing, Submitted and Awarded lanes, with the amount requested or awarded in each.
Opportunities
Grants you are pursuing, from research to award
Researching 2
$620,000 requested
Rural Health Workforce Training
Health Resources & Services Administration
34 days2 open
STEM Pathways Grant
U.S. Department of Education
61 daysUnassigned
Writing 1
$180,000 requested
Community Scholars Initiative
Anderson Foundation
Rolling3 open
Submitted 1
$250,000 requested
First-Generation Student Success
Meridian Community Fund
Sent Jul 2A. Reyes
Awarded 2
$560,000 awarded
Veterans Workforce Reintegration
U.S. Department of Labor
$360,000Funded
Rural Nursing Pathways
Health Resources & Services Administration
$200,000Funded
Veterans Workforce Reintegration was funded. Add the award to a fund budget so it can be given out.
Add to fund budgetThe ask
Make the ask, with the draft already written
You do not have to start from a blank page. Phoenix writes the note for each donor from their own giving history and the research it gathered, with the figures exactly as reported and no recipient ever named. Ask for it warmer, shorter, or led with this year’s students, and it rewrites.
Write to the right people rather than everyone, and see exactly who will receive it before it goes.
Illustration of outreach: an audience chosen by donor type, status, stage and amount received, with the count of donors who would receive it.
OutreachStatus LapsedReceived $1,000+Stage Any
14 emailable donorsPreview segmentIllustration of the email drafts queue: drafts written by Phoenix for individual donors, one open for review beside its research, with save, reject and approve controls.
Email drafts
Review Phoenix’s outreach beside its research. Nothing sends until you approve it.
Ruth CastellanoApproved
What your January gift made possible
Lena MarshDraft
A thank-you, and what came next
Okafor FamilyDraft
Your December gift, one term on
Lena Marsh Draft
Alumna, 2009 gave $2,500 to STEM Advancement, March 2025
Subject
A thank-you, and what came next
Dear Lena,
Your gift to STEM Advancement in March went further than you might expect. This year the fund awarded 12 scholarships to first-generation students, and every one of them is enrolled for the fall.
…
Figures stay exactly as reported; recipients are never named.
SaveRejectApprove
Campaigns and gifts
Give them somewhere to say yes
Publish a campaign with your story, your goal and your progress, and let people give in a few taps, once or every month. Each gift lands against the fund it was given to, so the campaign and the program it pays for stay connected.
Illustration of campaigns: each with its status, progress toward goal, goal and end date, and beneath them the recurring gifts that are running.
Campaigns
Appeals with a goal, dates, and an optional designated fund
| Campaign | Status | Progress | Goal | Ends |
|---|---|---|---|---|
| Fund Future 2026STEM Advancement | Active | 68%$136,400 raised | $200,000 | Jun 30, 2026 |
| Nursing Excellence AppealCommunity Investment | Active | 42%$25,200 raised | $60,000 | Dec 15, 2026 |
| Annual Fund 2025Future Leaders Fellowship | Completed | 100%$250,000 raised | $250,000 | Dec 31, 2025 |
Recurring gifts9 active
- Daniel OseiFund Future 2026$100 / monthSince Feb 2026 Active
- Tomás BelloAnnual Fund 2025$50 / monthLast paid Aug 2025 Paused
Reconciliation
Every gift lands in the ledger
Card gifts arrive as payouts, and each payout is matched to the gifts behind it, gross to net. Year end starts from matched records instead of a spreadsheet.
Illustration of payout reconciliation: gross, fees, net and matched totals for the last payouts, and each payout with the number of charges matched to recorded gifts.
Reconciliation
Payouts matched to the gifts behind them · last 3 payouts
Everything reconciles. Every charge in these payouts has a matching recorded gift.
Gross
$12,480
Fees
$392
Net
$12,088
Matched
31/31
Payouts
- Aug 29, 2026Paid$4,12011 of 11 matched
- Aug 22, 2026Paid$3,7609 of 9 matched
- Aug 15, 2026Paid$4,60011 of 11 matched
Refunds and payouts are managed by your payment processor.
Impact
Then show them what it paid for
The gift funds an award, the award goes to someone, and that outcome is already in your reports. Open a donor and the impact report is waiting, showing what the funds they support awarded by academic year, in counts and totals only, with no student ever named. Send it as it is, or turn it into a draft and have Phoenix rewrite it in the tone you want.
The next ask can point to what the last gift did.
Illustration of sending an impact report to a donor: a preview of the email with what their giving funded, awards by academic year, the campaign they joined, and the choice to send it as is or create an editable draft.
Send impact report
To Ruth Castellano · what her giving funded
Dear Ruth,
Here is what your giving to STEM Advancement made possible this year.
You gave
$45,000
January 2026
Students awarded
96
2025–26
Awarded from the fund
$1.42M
2025–26
Awards by academic year
- 2023–24$980K · 64 students
- 2024–25$1.15M · 78 students
- 2025–26$1.42M · 96 students
Campaign joined Fund Future 2026you gave $45,000 · $136,400 raised of $200,000
Create a draft to edit the wording or have Phoenix rewrite it, or send it exactly as previewed. Skipped if the donor has unsubscribed; the send is logged.
Send as isCreate email draft
AI agent · Donor Outreach
Phoenix watches the pipeline for you.
The lapsed donor worth a note, the first-time gift that deserves a thank-you, the stalled conversation ready for a nudge. The Donor Outreach Agent finds them, writes the outreach from real giving history, and sends it on the schedule and the rules you set, or holds every draft for a person to approve first.
Prospects
Find the people who already care.
CommunityForce reads IRS 990 filings, the public record of what every grantmaking foundation holds and gives, and brings back who they are, what they have paid out, and why Phoenix thinks they fit your work. Every match links to its source filing, and you decide who is worth approaching.
Your best fundraising story is already in your awards data
A student who graduated because of a scholarship, a grant that hit every milestone, a program that doubled the people it reached: that is what moves a donor to give again, and it has been sitting in a system your fundraising side could not reach. Now it is the same system.