Chronicle: What Your Day Looks Like

Many small teams manage fundraising alongside other responsibilities, and often inherit spreadsheets that were developed and adjusted over many years. These files can be hard to interpret, especially when information is stored across multiple tabs or when different people update them over time. Chronicle brings these everyday tasks into one place so your team can stay organized, even when roles change.

The comparison below gives an idea of what your day can feel like when your supporter information is kept in one place, and shows how core fundraising tasks work in Excel versus Chronicle.

  
      Task
      In Excel
      In Chronicle
    
      Working with your donor data
      Some tasks may require filtering, formulas, or other steps to get the information you need.
      Your donor information is kept in one place, and updates appear automatically as you enter new details.
    
      Reviewing a supporter’s full history
      Information may be in different tabs or files, which might require sorting, filtering, or building a pivot table to summarize it.
      All gifts, volunteer hours, notes, and history appear together in one place for every contact.
    
      Checking who needs a thank‑you
      Donors may need to be sorted by ID, name, or date, and you might need to check notes to confirm whether a thank‑you was sent or how the donor prefers to be contacted.
      Shows who needs a thank‑you, and you can send the email directly from Chronicle using a template or your own wording, based on the donor’s preferred way of being contacted.
    
      Identifying lapsed donors
      You may need to use filtering or formulas to identify donors who used to give but haven’t given recently.
      Lapsed donors appear automatically based on the timeframe your organization chooses.
    
      Tracking volunteer hours
      Volunteer hours may be in a separate sheet with no connection to donor information, which may make it harder to see your most engaged supporters.
      Volunteer hours sit alongside gift history so you can see your most loyal contributors, whether they give money or time.
    
      Personalizing communications
      Creating segments may be more challenging, which can lead to sending one general message to everyone.
      You can create segments based on criteria that make sense for your organization.

This page offers a simple look at how your everyday fundraising work can look with your information in one place. If you’d like to see Chronicle in more detail or ask questions, you’re welcome to contact us to see how it works, and no preparation is needed.