Connecting Shuls, Boosting Efficiency
Canada: (647) 558-7485
Shul Donation & Fundraising Solutions
focus on relationships, not paperwork.
We support annual appeals, capital campaigns, and special fundraising drives from setup to reporting and any follow-ups.
CLARITY
See your fundraising goal and progress at a glance with no spreadsheets needed.
ORGANIZATION
Assign donors to solicitors and track tasks without office involvement.
AUTOMATION
Send invoices, thank-yous, and reminders directly from the system.
ACCURACY
Track pledges, payments, and deposits to keep records aligned.
Setting Up Your Fundraising Campaign
Structure and access for your team and solicitors.
We help you build a fundraising system that tracks every donor, pledge, and payment. We set up goals with a clear view of progress, assign solicitors to specific donors, and give them access to their tasks without extra work for your team.
You can record custom fields on donors, like employer, pledge history, or personal notes, and track upcoming meetings. Invoices, thank-you letters, and reminders are sent directly from the system. Online payments go straight into the campaign and count toward your goal. It’s all easy and connected, so your team isn’t copying data from one place to another.
Streamlined giving tools to grow your community’s support
Ready to Streamline Your Shul?
Get started today. Empower your team with the training they need to manage your Shul with ease and confidence.
Tools That Keep Your Campaign Moving
From pledges to reports.
Once a donor makes a pledge, we make sure it’s tracked until the payment is received. As payments come in, they’re linked to the original pledge and posted to the right account. This keeps your books accurate and your reporting clear.
We also set up public fundraising pages using the CMS widget, so campaigns can be shared online. Donors get updates and thank-yous automatically. We can create a special account type so only fundraising-related mail goes to certain donors. The result: less manual work, better follow-up, and more reliable results.
Frequently Asked Questions
Shul Works fundraising info
Can we track both pledges and actual payments in the system?
Yes. We set up your campaign to show both pledges and payments received. Each pledge is linked to the donor and the solicitor. As payments come in, they’re applied to the pledge and counted toward your goal. We also make sure the payment is posted to the right account in your database. This gives you a clear picture of what’s been promised and what’s been paid. This is especially helpful during year-end reporting.
How do we assign donors to solicitors without giving them full access?
We set up secure roles so solicitors only see the donors assigned to them. They can view notes, log calls, and mark tasks as complete, but they can’t edit membership records or see unrelated data. This keeps your database safe while letting solicitors do their work independently. The office stays out of the middle, which saves time and improves follow-up.
Can we customize what we track for each donor?
Yes. We add custom fields so you can record things like employer matching, pledge history, personal connections, or notes from meetings. This helps solicitors prepare and follow up more effectively. You decide what’s important, we build it into the system so it’s easy to find and update.
Do online donations count toward our campaign goal automatically?
Yes. When someone gives online through your fundraising page, the payment goes directly into the campaign. It’s linked to the donor and counts toward your overall goal. No manual entry. No double work. We make sure the transaction is coded correctly and the thank-you letter is sent automatically. This keeps your campaign numbers accurate and up to date.
Can we create public fundraising pages for special campaigns?
Yes. We build public-facing pages using ShulCloud’s CMS widget. These can include your goal, donor levels, and a call to action. You can share them on your website or in emails. Donors see the campaign clearly and can give online. We also set up automatic updates and thank-yous so everyone feels acknowledged. It’s a simple way to run a visible, effective campaign.