Kinfold

Modules

Every part of Kinfold, by group.

Every organization gets the core: people, gifts, tasks, reports and admin. Then add the modules your programs need, from six groups. An admin can switch any module off, which hides it without deleting its data.

Always included

Core

In every Kinfold account, with no switch.

People & Orgs

  • People, organizations and households, with soft credits so a spouse's check counts for both without double-counting.
  • Prospect scores and suggested asks based on giving level.
  • Duplicate review, record merging and a nightly data-health check.

Gifts and thank-yous

  • Split one gift across funds, campaigns and appeals; record benefits so the deductible amount is right.
  • Acknowledgment queue, letter templates and printable tax receipts.
  • Tribute gifts notify the honoree's family.

Home

  • Revenue this fiscal year against your goal.
  • Recommendations for this week, giving by level and month-over-month trends.
  • Your tasks and work queues in one list.

Tasks and outreach

  • Calls, emails, letters and meetings tied to a donor's record.
  • Outreach batches, such as one upgrade call per mid-level donor.

Reports

  • A giving dashboard, plus saved reports built from any filter.
  • A list builder for mailings, calls and recognition lists.
  • Finance reports and year-end giving statements.

Admin and security

  • Admin, Staff and Read-only roles; read-only exports leave out contact details.
  • A hash-chained audit trail of every change, with an integrity check.
  • Your logo and colors on every page, email and public form.
  • Portal sign-in with an emailed code for board members, families and supporters.
  • View as: see Kinfold exactly as a staff member, supporter or student does, with every page recorded.

Modules

Fundraising

From the first gift to the multi-year ask.

Pledges

  • Multi-year pledges with payment schedules.
  • Payments are ordinary gifts that reduce the balance automatically.
  • A behind-schedule list, and write-offs when a pledge won't be paid.

Campaigns and appeals

  • Campaigns with goals and dates, and the appeals inside them.
  • Committed versus received, counting open pledges.

Online giving

  • Donation and membership forms through Stripe that you can embed on your own website.
  • Recurring monthly gifts and membership levels.
  • Each gift is matched to the donor by email and receipted automatically.

Major gifts

  • Gift officers with portfolios, and moves-management stages from identify through solicit to steward.
  • Proposals with probabilities and a forecast by fiscal year; a won proposal becomes a pledge, gift or documented intention such as a bequest.
  • Contact reports after every visit and a team dashboard.

Grants needs Pledges

  • A pipeline for every request, from letter of inquiry and proposal to the funder's decision.
  • Awards become pledges, so grant payments land in the same gifts and campaign totals.
  • Deadlines, reports owed to funders, grant documents and a Monday reminder email.

Modules

Engagement

Events, email, news, volunteers and donor self-service, with every guest, reader and volunteer on their record.

Events

  • Ticket packages, sponsorships, promo codes and guest questions.
  • A public event page with checkout; buyers and guests land on their records.
  • Check-in at the door and table seating.

Auctions

  • Bidders bid from their phones, with automatic bidding up to their maximum.
  • Closing assigns winners; payments record the item's value so receipts are right.

Peer-to-peer

  • Supporters build their own fundraising pages and teams for a walk, run or ride.
  • Live progress on public pages and each fundraiser's dashboard.

Emails and journeys

  • An email editor with scheduling and results for opens and clicks.
  • Opt-outs and interests are respected for every send.
  • Journeys send follow-ups and create tasks when something happens, like a first gift.

News

  • Write a story once and publish it to your news site and email newsletters.
  • Gifts made from a newsletter's links are credited to that issue.

Volunteers

  • Opportunities, shifts, a schedule and attendance.
  • A public application form, and shift sign-up in the supporter portal with staff approval.
  • Hours reports and automatic shift reminders.

Supporter portal

  • Donor self-service: giving history, tax summaries and pledge payments.
  • Email preferences and volunteer shift sign-up.
  • Board members and families sign in to their own sections even without it.

Module

Governance

Your board, its meetings and its documents.

Board

  • Members, terms, positions and committees.
  • Meetings with invitations, RSVPs, packets, agendas, minutes and motions.
  • A private document library, and a board section in the supporter portal.

Module

Finance

Gifts into your books without retyping.

Accounting export

  • Map funds, campaigns and payment methods to your accounts.
  • Gifts waiting to sync export as journal entries any accounting system can import.

Modules

Schools

For independent K-12 schools: families, students and admissions on the same records as donors.

Schools

  • Students and their linked parents, with what each student lets each parent see.
  • Consents, court orders and holds, with a FERPA review queue.
  • Sync from your student information system. Grades and transcripts stay in your school's own systems.

Admissions

  • Inquiries, tours, applications and checklists, with confidential recommendations.
  • Evaluations, a decision grid and decisions released to families on a set date.
  • Enrollment hands each new student to Schools; files are purged on schedule.

Module

Programs

Services you deliver, kept apart from fundraising.

Pantry

  • Client households kept apart from donors: they never appear in donor search, lists or reports.
  • Service tiers and allotments by household size, with visit limits and recertification dates.
  • Front desk check-in on a tablet, with a printed allotment slip that leaves off the client's name.

How modules work

  • The core is in every account, with no switch.
  • Add modules one at a time. Grants needs Pledges, because grant awards are pledges.
  • Switching a module off hides it everywhere, public pages included. Nothing is deleted; switch it back on and everything is where you left it.
  • Admins get notice before a module's license ends, and the module stays on for 14 days after.
  • Built-in help on every screen shows which modules your organization uses.
See Kinfold for your organization.Ask for a walkthrough of the modules your organization needs.