Know the people behind the purpose.
Rich supporter profiles, households, organisations and linked relationships. Keep the details and history that make every conversation personal.
Supporters · relationships · contact preferences CHARITY MANAGEMENT, WITH CARELess admin.
Less admin.
More good.
Your people, your purpose and your progress.
One calm place to run your charity.
YOUR MISSION, IN VIEW
YOUR CHARITY, CONNECTED
APGood morning, Alex ✺
Here’s the good you’re making happen.
Funds raised£24,680↗This month
Active supporters1,284People making a difference
Families supported186Care delivered
Small gifts. Lasting change.
This month ↗01 OCT15 OCT31 OCT
Your next good thing3 supporters are ready for a thank-you.
Product illustration · fictional charity and figures
A little less busy.A lot more connected.
Every relationship, connected Every fund, with a purpose Every team, moving together
ONE PLACE. A CLEARER PICTURE.
What is Charity Pilot?
Charity Pilot brings supporter CRM, fundraising, protected funds, email design, service delivery and impact reporting into one simple charity management workspace.
Bring every gift into the picture.
Connect donations to the people who give them, track acknowledgements and split gifts across the funds they support.
Donations · allocations · thank-you workflowsRespect every pound’s purpose.
Make restricted funds visible, track commitments and review requests before approving money for your charity’s work.
Protected funds · approvals · financial visibilityMake your message feel like you.
Build emails with drag-and-drop blocks. Save beautifully prepared sections to your library and reuse them whenever inspiration strikes.
Email design · reusable sections · personalisationConnect giving with doing.
Keep stock, service requests and dispatches in view. Follow the journey from a supporter’s generosity to the help it makes possible.
Stock · service delivery · dispatch workflowsTell the story of your impact.
Turn your activity into clear dashboards and downloadable reports. Give your team and trustees a shared picture of progress.
Dashboards · reporting · exportsExplore these workflows in our fictional demo. Private pilot features are released in stages with each charity. See what’s available today
Your next thank-youDraft
A little kindness.
A lasting difference.
Thank you for being part of our story.
See the difference you make YOUR SECTION LIBRARY
A warm welcomeReady whenever you need it
MAKE IT ONCE. MAKE IT YOURS.Beautiful messages.
Beautiful messages.
Without the blank page.
Drag a section into place. Add your story. Save the parts you love to your library. Your next newsletter or thank-you starts one step ahead.
- Simple drag-and-drop email design
- A reusable library of your own content
- Personal touches for every supporter
THE NEXT CHAPTERA thoughtful assistant.
A thoughtful assistant.
A human at the helm.
We’re building towards AI that helps your team find the story in your data, prepare a first draft and spot the follow-up that matters. Practical help, with your people making the decisions.
Clearer summariesConsidered draftsUseful next steps
Live AI is disabled. Current assistant experiences are guided examples. Sensitive charity records are not sent to an AI provider. CHARITY PILOT ASSISTANT VISION
“Help me prepare a thoughtful supporter update.”
CARE GOES BEYOND THE CAUSE.Your trust matters.
Your trust matters.
So does your data.
Separate charity workspaces. Clear team permissions. Mandatory multi-factor authentication. A considered approach to privacy from the start.
A private place for your team
Access belongs to named users, with charity-specific roles and MFA for every account.
Protection where it matters
Tenant isolation and encrypted content support a careful, controlled pilot rollout.
Support with accountability
Staff support access is scoped, time-limited and recorded with the person taking the action.
MORE VALUE FOR YOUR MISSION.Thoughtful software.
Get a feel for Charity Pilot
Thoughtful software.
Down-to-earth pricing.
Start with three working users. Add more as your team grows, with clear monthly pricing and read-only access for your trustees included.
AI that stays within your budget.
Live AI is planned. When released, your charity will share a monthly allowance, with optional prepaid top-ups. The allowance and top-up prices will be confirmed before activation.
Planned AI fair-use terms
- A visible usage meter and advance warnings.
- AI pauses at the limit; your charity software continues.
- Administrator-approved top-ups; no automatic overage charges.
- Larger analyses and bulk tasks use more allowance.
- Limits on automated and repeated requests.
A strong starting point.
£99/ month
Includes three working users
- A private charity workspace
- Three working users included
- £15/month per additional working user
- Read-only trustee access included, without AI
- Your team, with roles and mandatory MFA
- Shared AI allowance when released
A team of ten working users: £204/month.
Discuss the founding pilot Prices exclude VAT where applicable. Migration and onboarding quoted separately. Pilot scope agreed before onboarding. Live AI, usage metering and top-ups are planned. No checkout or subscription is activated here.A FEW THINGS YOU MIGHT WONDER.Good questions.
Good questions.
Clear answers.
Still curious? Let’s have a conversation.
What is charity management software?
Charity management software brings supporter records, fundraising and day-to-day activity into one place. Charity Pilot connects supporter CRM, gift and fund workflows, email design, service delivery and impact reporting in a simple workspace.
How is each charity’s data kept separate?
Private workspaces use server-checked memberships and database row-level security. A user can only access a charity where their current role permits it. Staff support access is limited to one charity and one session, expires after 30 minutes and records the person taking the action.
Is multi-factor authentication mandatory?
Yes. Every user has seven days from their first successful sign-in to verify an authenticator. The deadline cannot be reset by signing out or changing charities. After it expires, workspace access pauses until verification is complete. Staff administration requires MFA immediately.
Is my charity’s sensitive information sent to AI?
No live AI provider is connected today. The server’s AI endpoint is closed, and a setting or request cannot enable it. Current demo assistant experiences are guided examples. Sensitive donor, beneficiary and safeguarding information is not sent to an AI provider by Charity Pilot.
How will future AI protect personal information?
Our release policy starts with keeping identifiable and sensitive records inside the charity’s protected workspace. External AI must use only approved, minimised disclosures that pass an anonymisation review. Names, contact details, bank data, passwords, identifiers, case notes and uploaded documents must not go into external prompts. Small groups, unusual events and combinations of facts can also identify people and need disclosure controls.
Who is Charity Pilot for?
Charities that want their supporters, fundraising and day-to-day work to feel connected. We’re inviting founding charities to help shape the product around real teams and real missions.
Can I try it before joining?
Yes. Explore the interactive demo with realistic fictional records, or request a personal walkthrough. The demo is separate from private charity workspaces and should only contain fictional information.
What is available today?
The interactive demo covers supporters, linked parties, donations, fund allocations, email design, service delivery and reporting. Private pilot workspaces include secure sign-in, mandatory MFA, tenant access controls and reusable email content. Operational rollout is staged with each charity; live AI, email delivery, payments and accounting integrations are on the roadmap.
Can you help us move our data?
We’ll map your existing records, relationships, gift history, fund restrictions and contact preferences with you. Migration will be reviewed, validated and reconciled before go-live. Onboarding and migration are scoped and quoted separately.
Is AI included?
Live AI is planned and is currently disabled. When released, the plan will include a monthly AI allowance shared by your charity, with optional prepaid top-ups approved by an administrator. The allowance and top-up prices will be confirmed before activation. Larger analyses and bulk tasks will use more allowance than short drafts.
How does pricing work?
The founding-charity price is £99 per month including three working users. Each additional working user is £15 per month. Read-only trustee access is included without AI access. For example, ten working users cost £204 per month. Prices exclude VAT where applicable; migration and onboarding are quoted separately. Pilot scope is agreed before onboarding, and exploring this site creates no payment or subscription commitment.
What counts as a working user?
A working user has a named account with permission to add or change records, manage workflows or prepare content. The first three are included; additional working users cost £15 each per month. Trustees who only view permitted records and reports are included as read-only users. Supporters and donors stored in your records are not charged as users.
How will AI fair use work?
The planned AI service will have a visible usage meter and warnings before your charity reaches its shared monthly allowance. At the limit, AI will pause while the normal charity software remains available. An administrator can approve a prepaid top-up; there will be no automatic overage charges. Larger analyses and bulk tasks will consume more allowance, with limits on automated or repeated requests. These controls are planned and will be confirmed before live AI is enabled.
Let’s make room
for more good.
Discover a calmer way to connect your charity.