Keep Your Supporter Information with Your Organization
Chronicle helps Canadian nonprofits keep supporter information, donation history, notes, volunteer activity, and fundraising relationships in one place, so important knowledge stays with the organization even when staff and volunteers change.
When Information Is Spread Across Multiple Places
Donor relationships, supporter history, volunteer knowledge, and important fundraising information are often located across spreadsheets, shared drives, email inboxes, meeting notes, and individual memory. And when someone changes roles, goes on leave, retires, or moves on, finding that information can become difficult and time-consuming. You may recognize situations like these:
A volunteer remembers details about a donor conversation that were never written down.
Information about supporters exists across spreadsheets, emails, shared drives, and meeting notes.
Board members ask questions that require searching through multiple files to answer.
New staff or volunteers spend weeks trying to understand previous donor relationships and fundraising activities.
At first, these situations may seem manageable. But over time, important information becomes harder to find, share, and use when decisions need to be made.
Which Situation Sounds Most Familiar?
Someone New Is Joining the Team
A new Executive Director, fundraiser, board member, or volunteer coordinator is joining your organization and needs access to supporter history and organizational knowledge.
You may be wondering:
Where is our donor history stored?
Are there existing supporter relationships and notes the new person should know about?
How much important information exists only in staff or volunteer memory?
How easily can someone new understand what has happened before?
Chronicle Notepad gives your organization a simple place to begin organizing supporter information and exploring how Chronicle works before importing existing files, with no cost and no credit card required.
We're Finding It Harder to Stay Organized
The spreadsheets you used when your organization had fewer donors, volunteers, and fundraising activities may be becoming harder to manage.
You may be wondering:
Are we spending too much time looking for information across separate files, such as donation platform exports, event lists, or various spreadsheets?
Can we easily find donor history, notes, and previous interactions when we need them?
Will our current approach still work as our organization continues to grow?
Chronicle Notebook provides a simple way to bring your existing files, donor history, notes, and volunteer activity together in one place for $348/year + tax, billed annually.
Chronicle Notebook includes:
Consolidate your information: Combine data from different sources and multiple files into one central place.
Personalized Communication: Tailor your messages to resonate with each supporter. Whether you are welcoming a first-time donor or engaging a long-term supporter, you can customize your message to what matters most to them.
View supporter history, notes, and activity together: Ensure your team always knows the history of every interaction.
Plan and Follow Up: Use your organized history to plan upcoming activities, follow up on requests, and stay organized as your fundraising needs grow.
We've Inherited Supporter Information
Supporter information may be spread across spreadsheets, old databases, exports, shared drives, and historical files created over many years.
You may be wondering:
What information do we have, and which records are still current?
How many duplicate contacts are in our lists?
Is our data clean enough to move into a new system?
Where should we begin?
The Small Shop Starter Kit provides a simple way to bring your existing files, donor history, notes, and volunteer activity together in one place with hands-on support for $775 + tax, including your first year of Chronicle Notebook ($348/year to renew after).
The Starter Kit includes:
CSV File Review: Before onboarding, we review one of your existing files and identify potential issues, such as formatting errors and duplicates, that could affect your import.
60-Minute Onboarding Session: During onboarding, we guide you through importing your cleaned information, understanding how Chronicle works, and getting organized.
How Chronicle Supports Your Team
Chronicle brings supporter history, notes, activity, and fundraising information together so your team can find what it needs, understand relationships, and keep important knowledge with the organization.
Bring new staff and volunteers up to speed faster. Important history, relationships, and fundraising information are easier to understand when they are together in one place.
Keep information accessible when roles change. Reduce reliance on individual spreadsheets, inboxes, and personal memory by keeping important supporter information with the organization.
Understand supporter relationships more easily. See gifts, notes, volunteer activity, and previous interactions together so your team can quickly understand the history of a relationship.
Spend less time searching for information. Find the information you need without piecing it together from multiple files, emails, and spreadsheets.
Be better prepared for questions from your team and board. Access fundraising information and year-to-date results without having to search through multiple sources.
“Chronicle has been a key part of building and carrying out our fundraising strategy. It’s helped us stay organized and focused—and we’ve been proud to work with Story Point over the past few years.”
— Chronicle user, small Canadian nonprofit
Frequently Asked Questions
What's the difference between Chronicle and the Small Shop Starter Kit? Chronicle is a good fit for organizations that are ready to manage their supporter information in one place and prefer to get started on their own. The Small Shop Starter Kit is for organizations that want Chronicle but would like some help reviewing their existing supporter information and getting started.
Do we need the Starter Kit if our supporter information is already organized? No. If your supporter information is already in reasonable shape and you're comfortable moving it into Chronicle, you can start with Chronicle directly. The Starter Kit is for organizations that would benefit from some guidance preparing their existing information and getting started.
Can Chronicle help when a new staff member or volunteer takes over fundraising responsibilities? Yes. Chronicle keeps supporter history, notes, activity, and fundraising information together so someone new to the organization can more easily understand what has happened before and get up to speed without relying on information stored in individual spreadsheets, inboxes, or personal memory.
Is Chronicle secure? Yes. Chronicle includes user permissions so staff and volunteers can access what they need while donor information remains protected, and your data is stored in Canadian data centres.
Can we move from another donor management system? Yes. Chronicle can also be a fit for organizations moving from another donor management system. If you're considering a move, we recommend reviewing Chronicle's features to make sure they meet your organization's needs. If they do, the Small Shop Starter Kit can help you prepare your existing supporter information and get started with Chronicle.
Still Have Questions?
If you'd like to see Chronicle in action or discuss whether it's a good fit for your organization, you can also book a live demo.