Every beneficiary.One clear record.
Lumrick's beneficiary management software guides registration in six steps, then tracks each person's verification status.
Beneficiaries
Sample records
Sample records. Select Verify or Mark eligible to move someone on.
From registration to support.
Every record follows the same path, so your team always knows what happens next.
Drag any stage to move it.
Register a beneficiary in six steps.
Every field except the photo is required. Lumrick checks each step before you move on.
Personal details
The basics that identify the person you support.
- Check spelling before you continue.
- Date of birth must be in the past.
Sample values. Lumrick checks each step before you continue.
Find anyone in seconds.
- Search by name, ID or caseworker.
- Filter by Pending verification, Verified or Eligible.
- Update a status from the list, if your role allows it.
- Export to Excel. The file follows your search and filter.
| Name | Branch | Caseworker | Status |
|---|---|---|---|
| Ahmed KhanBEN-1042 | Leeds | Sana Iqbal | Pending verification |
| Grace OkaforBEN-1047 | Cardiff | Tom Reyes | Pending verification |
| Liam ByrneBEN-1051 | Belfast | Sana Iqbal | Pending verification |
| Fatima BegumBEN-1033 | Bradford | Hassan Ali | Verified |
| Ewa NowakBEN-1029 | Glasgow | Tom Reyes | Verified |
| Daniel HughesBEN-1018 | Swansea | Amina Cheema | Eligible |
| Priya ShahBEN-1012 | Leicester | Hassan Ali | Eligible |
| Owen PriceBEN-1007 | Cardiff | Amina Cheema | Verified |
Sample records. Try searching for “Sana” or “BEN-10”.
Clear records mean faster, fairer support.
Questions, answered.
What is a beneficiary?
A person your charity supports, or may support, through its services and programmes.
How do I register a beneficiary?
Select Register beneficiary and complete the six steps. Every field except the photo is required.
Why search before registering?
To avoid duplicate records. Lumrick also won't register a second beneficiary with the same email address.
Can I export beneficiary data?
Yes. Export beneficiaries to Excel (.xlsx). The export follows your current search and status filter.
What does Pending verification mean?
Every new record starts as Pending verification. A team member with permission can then mark it Verified or Eligible.
Who can register or edit beneficiaries?
Only team members whose role allows it. Lumrick uses role-based permissions for registering, editing and archiving records.
Start managing beneficiaries.
Book a demo and see registration, verification and exports in action.