Donor Platform Migration

Switch platforms. Keep every monthly donor.

We move nonprofits between giving platforms and CRMs with gift history, payment tokens and recurring schedules intact, so the next monthly charge goes through on time.

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The opportunity

Why it matters for non-profits

The donors most at risk in a migration are your best ones: monthly givers whose card details live in the old system.

No sustainer left behind. Payment tokens move processor-to-processor, so donors never re-enter a card.
History that survives the move. Gift history, designations, tribute gifts, soft credits and consent flags mapped field by field.
No gap in giving. Old and new run in parallel until the numbers match, and the cutover lands outside your peak season.

Mother and baby at a community health clinic

63%

of recurring donors still giving after 13 months, vs 29% of one-time donors

~2/3

of recurring-gift cancellations happen through failed payments, not donor choice

Sources: M+R Benchmarks 2024, cited by Engaging Networks; Engaging Networks (vendor white paper)

Platforms we work with

The platforms we migrate between

Giving platforms

Where donors check out

Fundraise Up
Givebutter
GiveWP
Donorbox
Classy
Funraise
Bloomerang Giving

CRMs

Where donor records live

Salesforce Nonprofit
Raiser's Edge NXT
Bloomerang
Virtuous
Neon CRM
Little Green Light

Payments

Where tokens are held

Stripe
PayPal

Engagement & automation

Where donors hear from you

Klaviyo
Mailchimp
Zapier
Make

Zero-loss protocol

How no donor, gift or record gets lost

Count every donor

Each recurring plan exported and counted by amount, frequency and next charge date.

You get: Baseline report

Move tokens and data

Payment tokens transfer processor-to-processor. Gift history, tributes and consent are mapped field by field.

You get: Token and mapping reports

Run in parallel

Both systems run until counts and monthly revenue match to the dollar. Old schedules pause only once the new ones are live.

You get: Reconciliation sign-off

Cut over and watch

Every link and form redirected, failed-payment recovery switched on, daily monitoring for 30 days.

You get: First-cycle report

If a single recurring donor's first charge on the new platform fails, we know before they do.

Our scope

What we offer

01Strategy

Platform selection

Fees, recurring features, CRM fit and checkout conversion compared before you sign anything.

04Operations

CRM sync & hypercare

Platform-to-CRM and email sync, staff training and 30 days of post-launch monitoring.

02Data

Migration & reconciliation

Donor, gift and recurring-plan migration with field mapping, token transfer and dollar-level reconciliation.

03Creative

Form & checkout setup

Donation forms, upsell-to-monthly prompts and receipts rebuilt on the new platform in your brand.

In practice

Where it makes the difference

Your platform raised its fees and you have 900 monthly donors on it. They move with their cards, amounts and charge dates unchanged, and most never notice.

You're consolidating three donation forms into one platform before year-end. The cutover lands in October, and December runs on the new forms.

Your CRM and giving platform disagree on how many active sustainers you have. The migration census becomes the first clean count you've had in years.