Donor Management
Manage complete donor profiles, giving history, interactions, preferences and engagement to build stronger, long-term relationships with every supporter.
Everything Your Charity Needs to Create Greater Impact
Bring your donors, donations, fundraising, events, beneficiaries and day-to-day operations together in one connected charity CRM. Give your team a clearer view of your organisation while giving supporters a simple, trusted way to engage with the causes they care about.
Built for organisations doing work that matters
Everything You Need to Run a Modern Charity
Manage fundraising, supporters, service delivery and operations through one connected platform designed around the way charities work. Give every team the tools they need while keeping information organised, secure and accessible to the right people.
Donation Management
Manage one-time and recurring donations, offline gifts, payments, allocations and refunds while keeping every donation connected to the right donor, campaign and fund.
Campaign Management
Create and manage fundraising campaigns with goals, timelines and public pages while tracking donations, progress and supporter engagement in real time.
Event Management
Plan and manage charity events with registration, event pages, capacity management, ticketing and attendee communications while tracking participation and event income.
Beneficiary Management
Manage beneficiary records with structured registration, verification and eligibility processes while protecting sensitive information through secure access controls and permissions.
Case Management
Manage beneficiary cases with assigned support, interventions, follow-ups, documentation and outcomes while giving caseworkers a complete history of services and next steps.
Gift Aid & HMRC
Manage Gift Aid declarations, eligibility, claim preparation and HMRC submissions while tracking supporting records and excluded donations for accurate claims.
Reporting & Analytics
Turn fundraising and operational data into actionable reports covering donations, donor engagement, campaign performance, events, beneficiary services and financial activity.
Organisation Management
Manage teams, branches, departments, roles and organisation settings while controlling staff access with flexible permissions and structured organisational access.
Turn Every Campaign Into a Clear Reason to Give
Create public fundraising campaigns with defined goals, compelling content, progress tracking and updates that keep supporters connected to your mission.
Make More of Every Eligible Donation
Gift Aid can add 25p for every eligible £1 donated, but managing declarations, eligibility and claims across thousands of donations can quickly become complicated.
Lumrick keeps Gift Aid connected to your donor and donation records so your team can identify eligible donations, understand exclusions, prepare claims and maintain the evidence behind every submission.
- 01
Capture Declarations
Maintain donor declarations and the information required to support them.
- 02
Identify Eligibility
Automatically evaluate donations and show why anything has been excluded.
- 03
Prepare Claims
Bring eligible donations together into validated claim batches.
- 04
Submit & Reconcile
Manage the submission process and track HMRC responses and repayments.
Know Your Supporters. Build Stronger Relationships.
Give your fundraising team a complete view of every supporter.
See who they are, what they have given, which campaigns they support, how they prefer to hear from you and the interactions your team has had with them. With the right information in one place, your team can communicate with greater context and build stronger long-term relationships.
Unified Donor Profiles
Keep contact details, giving history, interactions and supporter information together.
Complete Giving History
See donations, totals, supported campaigns and Gift Aid information from the donor record.
Donor Segmentation
Create supporter groups for more relevant fundraising and communication.
Interactions & Follow-ups
Record calls, meetings, notes and tasks so important conversations are not lost.
Communication Preferences
Record channel and purpose preferences while respecting consent and suppression requirements.
Gift Aid Visibility
See declaration status and eligible, pending and claimed donation information where applicable.
Behind Every Campaign Is a Person
Fundraising is only part of the story.
Lumrick helps your team understand who your organisation supports, assess eligibility, coordinate services and maintain a clear record of the assistance delivered over time.
From registration through active support and case outcomes, your teams can work from one structured record while sensitive beneficiary information remains carefully controlled.
The beneficiary journey
- 01
Register
Create structured beneficiary records and collect the information your team needs.
- 02
Assess
Verify information and determine eligibility for the appropriate programmes.
- 03
Support
Open cases, assign caseworkers and record the services and interventions delivered.
- 04
Measure
Record outcomes, follow-ups and case progress so teams understand what happened.
- 05
Report
Use controlled reporting to understand service activity without exposing sensitive beneficiary information.
Bring Your Community Together
Plan events, manage registrations and keep attendees informed without separating your event activity from the rest of your charity data. Whether you are running a community gathering, fundraising dinner or public event, Lumrick keeps registrations, attendance and fundraising activity connected.
Paid EventsManage ticket types, availability, payments and registrations.Free EventsOffer simple registration without requiring payment.Public EventsPublish event information and allow supporters to register online.AttendanceTrack confirmed attendees and record event attendance.WaitlistsManage demand when an event reaches capacity.
Your Mission Shouldn't Be Buried in Spreadsheets
Running a growing charity can mean managing donor records in one system, donations somewhere else, campaign spreadsheets, event registrations, beneficiary files, financial records and reports across multiple tools. That creates duplicated work, inconsistent information and less visibility across your organisation.
Lumrick brings these workflows into one connected platform so fundraising, finance, service delivery and administration can work from the same trusted information.
- One connected recordKeep related information connected instead of repeatedly entering it across different systems.
- Clear responsibilityGive each team access to the functions and information relevant to their work.
- Better visibilityUnderstand fundraising and operational activity without manually combining multiple spreadsheets.
Your Mission Deserves Better Tools
Bring fundraising, donor management, events, beneficiary services, Gift Aid and reporting together in one powerful charity CRM built around the needs of modern organisations. Spend less time connecting disconnected systems and more time understanding supporters, managing operations and delivering meaningful impact.
See how Lumrick can fit your organisation in a focused 30-minute walkthrough.