Rosa got the same letter three times.

Tidepath Family finds the same donor across your gift lists, shows you why, and merges only when you approve. Then it tells you when a regular gift is late, while there's still time to call.

See how it works Try the demo
Tidepath Family · Year-end letter list
One donor, three listsSample data
Year-end letterOnline donations

Rosa Delgado

[email protected]

(305) 555-0142

3 gifts$150
Year-end letterGala auction

Rosa M. Delgado

[email protected]

No phone on file

1 gift$320
Year-end letterChecks in the mail

R. Delgado

[email protected]

(305) 555-0142

2 gifts$500
  • Same last name
  • First name fits
  • Same phone on 2 records
  • Different emails: kept both

Every gift arrives on its own list.

Online donation page

.csv
NameAmount
  • 2Rosa Delgado$50
  • 3Tom Ferris$25
  • 4Lena Ortiz$100

Event tickets

.csv
NameAmount
  • 2Tom Ferris$75
  • 3Ana Ruiz$75
  • 4D. Okafor$75

Gala auction

.csv
NameAmount
  • 2Lena Ortiz$140
  • 3Rosa M. Delgado$320
  • 4D. Okafor$90

Checks in the mail

.csv
NameAmount
  • 2Marcus Bell$250
  • 3R. Delgado$250
  • 4Priya Nair$100
Rosa M. DelgadoOne person on three lists · 6 gifts · $970

About 5 hours every month goes to downloading those lists, importing them and typing in checks.

“I just want to know each donor is on our list once, and to hear about a late gift while there's still time to call.”

Denise, fundraising coordinator, Tidepath Family Alliance

How it works

1Bring your lists

Drop in the spreadsheets you already download. Online gifts, tickets, auction, checks.

  1. 1Bring your lists

    Drop in the spreadsheets you already download. Online gifts, tickets, auction, checks.

  2. 2See why they match

    Every suggested match shows what lines up and what doesn't.

  3. 3You approve

    Nothing merges until a staff member says so. Every gift stays attached.

  4. 4Hear about late gifts

    Each week, see whose regular gift is late, in time to call.

Bring your listsSample data
  • Online donationsonline-donations.csv214 rows
  • Event ticketsevent-tickets.csv96 rows
  • Gala auctiongala-auction.csv41 rows
  • Checks in the mailchecks-typed-in.csv73 rows

4 lists in424 rows

See why they matchSample data
Name Rosa Delgado R. Delgado First name fits
Phone (305) 555-0142 (305) 555-0142 Same
Email [email protected] [email protected] Different. Keeps both

Online donations and Checks in the mailNeeds your call

You approveSample data
Rosa M. Delgado Approved by Denise
  • Oct 2, 2026Online$50
  • Sep 2, 2026Online$50
  • Aug 2, 2026Online$50
  • Mar 14, 2026Auction$320
  • Dec 11, 2025Check$250
  • Dec 9, 2024Check$250

6 gifts kept. None lost.$970

Hear about late giftsSample data
  • Marcus BellLast gift Dec 12, 2024 · $250
    Every December    Late: no gift last December
  • Ana RuizLast gift Aug 3, 2026 · $25
    Monthly, around the 3rd    Late: 2 months
  • Priya NairLast gift Oct 18, 2026 · $100
    Every October    On time

This week2 donors to call

A note for Marcus Bell, ready before you call.

Marcus Bell · gifts each DecemberSample data
$250 Dec '21
$250 Dec '22
$250 Dec '23
$250 Dec '24
Missed Dec '25
Next Dec '26
Last gift Dec 12, 2024No gift last December
Suggested noteSample data

Hi Marcus, thank you for your gift in December 2024. It went to kids and families here in Miami-Dade. We haven't talked since, and I wanted to say hello and see how you're doing. Could I give you a quick call this week?

Denise, Tidepath Family Alliance

Staff edit it and make the call. Tidepath Family never sends anything.

A failed monthly gift shows up in days, not months.

When a monthly gift fails, it goes to the top of the list so someone can reach out before the gifts quietly stop.

Monthly gift · $25Sample data
Jun $25 paid
Jul $25 paid
Aug $25 paid
Sep $25 paid
Oct $25 paid
! Nov Failed

Failed Nov 3On your list Nov 5, two days later.

Keep your donor database.

Tidepath Family works from the spreadsheets you already download, so there is nothing to migrate and nothing new to connect. It's built to be simple enough for a part-time staff member to run every week.

What Tidepath Family promises

  • Nothing merges without staff approval.
  • No giving history is ever deleted.
  • Nothing is sent to a donor without a person.
  • Donor information stays private.
  • online-donations.csv
  • event-tickets.csv
  • gala-auction.csv
  • checks-typed-in.csv
Tidepath FamilyFinds matches, waits for you, watches gift timing
  • One list, each donor onceEvery gift still attached
  • Late gifts to callEach week, with a note ready