Relatable for Nonprofit Development Professionals
The Relationship CRM for Nonprofit Development
Major gifts are personal. Every significant donor relationship is one or two people being deliberately close to another person for years. Relatable helps your development team work with the depth and specificity that major-donor cultivation actually requires.
Why relationships are the whole game for nonprofit development professionals.
The biggest gifts your organization will ever receive are the result of years of deliberate relationship-building by a small number of people. Every major donor has a story. Every board seat is an ongoing relationship. Every corporate partnership came from a real human connection. When the person who held those relationships leaves, you can lose years of trust in weeks — unless the relationships live in a system, not a head.
Who you’re staying in touch with
Every relationship in your practice belongs somewhere. Relatable helps you organize, prioritize, and nurture each one.
Major Donors
Individual and family. The people whose generosity built the organization. Deserve the time and the personalization their gifts earned.
Board Members
Current and emeritus. Your most strategic relationships — and the ones that hear from you only when there's an ask if you aren't careful.
Corporate Partners
Sponsors, matching gift contacts, event partners. Institutional relationships that live or die on a single human contact.
Foundation Contacts
Program officers, grant partners. They remember the organizations whose development professionals remember them.
Sound familiar?
Nonprofit Development Professionals face unique relationship challenges. Relatable was built to solve them.
- Your major donor portfolio lives in one person's head
- Your board members hear from you only when there's an ask — and it shows
- You can't remember which foundation program officer liked which program
- Turnover in development means losing years of relationship context
- Enterprise fundraising systems are overbuilt for the relationship work
Built for how nonprofit development professionals actually work
Not another generic CRM. Relatable is relationship intelligence designed for professionals who grow through their network.
Portfolio Spheres by Tier
Organize your major donor portfolio by tier, capacity, and engagement. Each tier gets a thoughtful cadence — not a one-size-fits-all appeal schedule.
AI That Surfaces the Right Donor Today
Whiz watches your communication patterns and tells you which donor has gone quiet, which board member is due, and which program officer wrote a check last year.
Every Interaction Captured
Email and calendar sync mean every touch — every note of thanks, every site visit, every meeting — lands on the right profile automatically.
Donor Prep on Your Phone
Pull up a donor's full history, family details, giving record, and personal context in the minutes before a solicitation.
Bring Your Book
Import contacts from your fundraising system, a spreadsheet, or another CRM. Your portfolio is organized on day one.
Portfolio Health Visibility
See at a glance which donor relationships are strong and which are cooling. Reach out before the cool becomes a lost gift.
How nonprofit development professionals use Relatable
Ready to transform how you manage relationships?
Join nonprofit development professionals who are using Relatable to grow through their network.
Start Your Free TrialFrequently Asked Questions
Does this replace Raiser's Edge or Salesforce NPSP?
No — those are donor databases of record for gift tracking and compliance. Relatable is the relationship CRM alongside them, built for individuals managing a major donor portfolio.
Can I track gift history?
You can log gift details as activities and notes. For full constituent management and compliance, use Relatable alongside your fundraising system.
Can my board chair have limited access?
Yes. With Collection Sharing, you can share specific Spheres (e.g., "Board" or "Top 20 Donors") with specific people at read or write level.
Will this work for a small shop?
Especially. Relatable is designed for 1-3 person development teams who need relationship management without enterprise cost.
Is there a free trial?
Yes — 10 days free, no credit card required.
Your network is your edge.
Start your free trial and see why relationship-driven nonprofit development professionals choose Relatable.