180 features, one place

Everything your office does, in one place.

From the first gift to the year-end statement, Yahiv handles people, pledges, payments and programs — with Hebrew names and dates built in from the start.
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People, families and households

A complete picture of every donor, in English and Hebrew.

  • English and Hebrew names

    Title, suffix, Hebrew first and last name and father's Hebrew name (ben/bas), shown correctly everywhere.

  • Families and households

    Spouse, children, in-laws and more, with the right English and Hebrew labels. There's a household view and household statements, and exports include the whole family.

  • Smart segments

    LYBUNT, SYBUNT, first-time donors, recurring donors, open pledges and lifetime totals, plus saved segments of your own.

  • Activity timeline

    Every gift, pledge, text, email, call, meeting and note on one timeline, showing whether each message was actually delivered.

  • Person summary

    Open balance, last gift, giving by year, cards on file and what to do next, at a glance.

  • Custom fields, tags and files

    Add your own fields, any number of tags, and attach files (letters, forms, photos) to a person.

  • Duplicates and merge

    Find likely duplicates and merge them. Every linked record (seats, yahrzeits, files, pledge shares) moves to the person you keep.

  • Contact preferences

    Preferred language, channel and best time to reach someone; no-text and no-email flags are always honored.

  • Donor scores and trends

    Nightly recency, frequency and amount scores, with 'giving more', 'slipping away' and 'lapsed' trends.

  • Address check and returned mail

    Clean up addresses and mark returned mail.

  • Soft credits

    Credit a gift to someone who influenced it (a spouse, a fundraiser) without double-counting.

Every person in English and Hebrew, with their family, gifts, pledges and full history.
Every person in English and Hebrew, with their family, gifts, pledges and full history.

Gifts and payments

Record any kind of gift quickly and see one clear status for every payment.

  • Every payment type

    Card, ACH, cash, check, Zelle, OJC, Matbia, The Donors' Fund, Pledger, Asser Bishvil or any charity card or voucher, or 'Other' with your own description.

  • One clear status everywhere

    Approved, In the bank, Not deposited, Handed in, Deposited, Cleared, Declined, Pending, Refund in progress. The same words on every screen.

  • Check deposit tracking

    Checks move from not deposited to deposited to cleared, or bounced. A bounced check comes off totals and pledges and raises an alert. Printable deposit lists are included.

  • Batch entry

    Enter a stack of checks or vouchers in one sitting.

  • Save & next

    Record a gift and go straight to the next one. Your choices (campaign, method, date) are remembered.

  • Split payments

    Divide one check or charge across several pledges, campaigns or people.

  • Fix a gift after the fact

    Change the person, date, amount or check number, or move a payment to a different pledge, with a full history.

  • Bulk changes

    Tick several gifts to set campaign, designation, location or fundraiser, or to void them.

  • Donor-covered fees

    Donors can choose to cover the processing fee. It appears on the receipt and never counts toward a pledge.

  • Non-cash, stock and crypto gifts

    Record goods, services, stock and crypto, with the right tax treatment and their own accounting accounts.

  • Refunds and voids done safely

    Refunds are reserved before they're sent, so the same money can't be refunded twice, and every refund is logged. Voiding part of a divided check voids the whole check.

  • Two-person approval (optional)

    Refunds, voids, cancellations and deletions above an amount you set can require a second person's OK.

  • Recycle bin

    Bring back deleted people, voided gifts and cancelled pledges.

Every gift with one clear status, from approved to in the bank.
Every gift with one clear status, from approved to in the bank.

Pledges (commitments)

Pledges that are easy to track and easy to collect.

  • Pledge or matana bli neder

    Record either, with the occasion (aliyah, mi shebeirach and so on) and Hebrew dates.

  • Your own pledge numbers

    New pledges get your prefix (for example PL1024) and never clash with imported numbers. Search, Zelle memos and pay links understand both.

  • Several open pledges per person

    Choose which pledge a payment goes to, and move a payment to another pledge later.

  • Shared pledges

    One pledge on several people (a family or partners), paid together or split by dollar or percentage shares. Each person sees their own share.

  • Statuses

    Open, Partially paid, Paid, Promised for a date, Payment plan, Disputed, Paused, Written off.

  • Signed pledge forms

    Donors sign a pledge form online, and it's kept on their record.

  • Pledges from a photo

    Take a picture of the aliyos list or pledge cards and Yahiv turns it into pledges for you to confirm.

Pledges and matana bli neder, with balances and statuses at a glance.
Pledges and matana bli neder, with balances and statuses at a glance.

Recurring gifts

Monthly giving that runs itself and is easy to adjust.

  • Any schedule

    Weekly to yearly, a set number of payments or ongoing, or 'pay off this pledge' (the last charge is capped at the balance).

  • Skip and push back

    A skipped month moves to the end, so the plan simply finishes one period later.

  • Move the next charge

    Move the next charge to any date. Pause, resume, cancel, and undo a change.

  • Extra payments

    An extra payment toward the pledge can replace the next recurring charge.

  • Full projected plan

    See every upcoming payment and the last-payment date, with a change history.

  • Stops by itself

    A plan stops when its pledge is cancelled or written off, or when all payments are made.

  • Retries on your days

    Choose when declined charges are retried. A card that can't work (expired, lost, closed) asks the donor for a new card right away.

Monthly gifts and payment plans that run themselves.
Monthly gifts and payment plans that run themselves.

Collecting what's owed

Tools that turn pledges into money.

  • Reminder plans

    Text, then email, then a call task, on a schedule you choose. They stop on their own once the pledge is paid.

  • Aging and collecting report

    See who owes what and for how long.

  • Card recovery

    Expiring and declined cards trigger an email with a private update-card link. Recurring gifts and dues move to the new card and stopped ones restart. You can see each step: asked, opened, recovered.

  • Today's work

    One list of what needs doing today: calls, follow-ups, declines, donor requests.

  • Calling screen and call lists

    A focused screen for calling donors, and phonathon lists for volunteers.

  • Open-balance bills and summaries

    Automatic monthly, quarterly or yearly giving summaries and open-balance bills, by email, text or mail.

The aging and collecting report: what's owed, and for how long.
The aging and collecting report: what's owed, and for how long.

Payment processors and routing

Keep your processors. Yahiv works with them.

  • Supported processors

    Sola/Cardknox (cards, ACH and charity cards), Stripe (Connect with Stripe), USAePay, NMI and NMI-based processors (SequelPay, Banquest, PayArc, Interconnect, Blink), and Zeffy (imported automatically).

  • Processor rules

    Choose the processor by amount, payment type, staff or online, and campaign. The gift form shows the chosen processor live, and staff can switch it.

  • A processor per campaign

    For example, one account for the building fund and another for Pesach.

  • Cards on file

    Save a card or bank account from the person's profile without charging it.

  • Apple Pay and Google Pay

    Available on giving pages through Stripe.

  • Card-testing protection

    Speed limits, bot checks and honeypots stop criminals from testing stolen cards on your giving page.

Processor rules send each gift to the right account.
Processor rules send each gift to the right account.

Zelle inbox

Zelle gifts recorded automatically. Nobody types them in.

  • Your own Zelle address

    Each organization gets a receive-only address to enroll with Zelle at its bank.

  • Bank-verified only

    Only signed emails from your chosen bank are accepted. Anything else is refused unread.

  • Matched to the right person

    By remembered Zelle name, sender email or phone, account number or pledge number in the memo, or exact name. Otherwise it waits for an admin to pick, and Yahiv remembers the choice.

  • Applied and receipted

    The pledge named in the memo is paid, a receipt goes out, duplicates are blocked by confirmation number, and admins get a copy.

  • Nothing missed

    A bank message that looks like money but can't be read waits for a person, with an alert.

  • Public Zelle directory

    Your Zelle address is shown on your giving pages and in a public directory.

Zelle gifts read from the bank's emails and matched to the right person.
Zelle gifts read from the bank's emails and matched to the right person.

Phone and text giving

A 24-hour giving line and text-to-give, with no setup per customer.

  • 24-hour phone giving line

    Callers check their balance and pay by typing their card on the keypad. The card goes straight to your processor and is never stored or logged.

  • Text to give

    Text DONATE 50 or BALANCE. Replying PAY charges the card on file (with limits), and card numbers are never typed into a text.

  • Shared Yahiv number or your own

    Use Yahiv's shared number with your organization's code, or get your own number.

  • Two-way texting

    Answer people who text you, from Yahiv.

  • WhatsApp

    Receipts, reminders and messages by WhatsApp, with opt-outs honored.

  • Robocalls and bulk calls

    Recorded calls to a list, a tag or a segment.

  • STOP always honored

    Opt-outs are respected across every organization on the shared line.

  • Simple usage billing

    Receipts and answers are free; broadcasts and calls are billed monthly on your Yahiv invoice.

A 24-hour giving line and text-to-give, ready on the shared Yahiv number.
A 24-hour giving line and text-to-give, ready on the shared Yahiv number.

Collecting in person

For collectors, events and the shul lobby.

  • Collect (phone mode)

    Collectors record gifts and take check photos on their phone. iPhone photos are converted automatically.

  • Collecting without signal

    Gifts are saved on the phone and sent when the signal returns. Gifts saved for one organization never go to another.

  • Card reader and scan-to-pay

    Cards, Apple Pay and Google Pay in person, or a QR code the donor scans.

  • Lobby kiosk

    A giving screen for the lobby that resets itself.

  • Check scanning with AI

    Reads amount, check number, date and payer. Flags uncertain fields and checks already recorded.

  • Hand-ins

    Collectors close their shift and hand in cash and checks with their own count. An admin confirms what arrived or records the difference with a reason.

  • Pushkas

    Track tzedakah boxes and their collections.

  • Collection routes (Purim)

    Plan routes and record what each stop gave.

  • Fundraiser / meshulach commissions

    Each gift keeps the fundraiser's commission rate, with adjustments and approvals.

Collect on a phone: record gifts and take check photos, even without signal.
Collect on a phone: record gifts and take check photos, even without signal.

Online giving and campaigns

Beautiful giving pages and campaigns that drive results.

  • Giving page for every organization

    Preset amounts with Hebrew titles, monthly option, dedications, anonymous giving and a QR code. No login for donors.

  • donate.yahiv.com

    Donors search for any organization to give or to look up their balance.

  • Campaigns

    Goals, bonus goals, countdown, matching (2x, 3x and so on), sub-campaigns, a donor wall and designations with goals.

  • Teams and peer-to-peer

    Teams and ambassadors with leaderboards, and supporter pages that you approve.

  • Big screen

    A live screen for campaign night or a dinner.

  • Personal ask amounts

    Suggested amounts based on each donor's history.

  • Where gifts come from

    Tracked links and QR codes (mailing, poster, fundraiser) with visits, gifts and dollars.

  • Campaign costs vs. raised

    See what each campaign cost and what it brought in.

  • Donor portal

    Donors sign in with a one-time code to see gifts and receipts, get yearly statements, pay pledges, change a card, skip or pause recurring gifts, and ask for a payment plan.

  • Your own web address (add-on)

    Run giving pages on your own domain.

Your organization's own giving page.
Your organization's own giving page.

Events, raffles and sponsorships

Run the dinner, the auction and the sponsorships from one place.

  • Events and dinners

    Tickets, tables, sponsorships, journal ads, limits, guest list with table numbers, seating, phone check-in at the door and a public purchase page.

  • Raffles and Chinese auctions

    Packages, staff and online sales, prizes, and a fair one-click draw with proof.

  • Sponsorships

    Kiddush, Parnas HaYom, HaShavua and HaChodesh, each booked as a pledge. Each kind can allow one person, up to a set number, or anyone, per day, week or month.

  • Jewish-year sponsor view

    See this year's and last year's sponsor for each day, week (by parsha) or Hebrew month, filter for 'not back yet', and book again in one click.

  • Naming and dedication opportunities

    Offer and track dedications.

Campaign-night mode: the live total, pace and gifts streaming in.
Campaign-night mode: the live total, pace and gifts streaming in.

Shul programs

Everything a shul runs, built in.

  • Seats

    Seats by section and season: sell, renew last year's holders and release. Each sale is a pledge.

  • Honors / aliyos (kibbudim)

    Log honors with bli-neder billing.

  • Membership and dues

    Membership plans with automatic dues, billed or charged to a saved card, and a behind-on-dues list.

  • Yahrzeits and simchas

    On the Hebrew calendar with correct Adar and Cheshvan rules, staff tasks and optional family emails. Hebrew dates appear on receipts and pledges.

  • Yizkor lists

    Collect and print Yizkor names.

  • Tribute gifts

    In honor or in memory, with e-cards or a printed-card queue.

  • Hall and room rentals

    Book and bill rentals.

  • Shul screen

    18 layouts (11 wide, 7 tall) and 8 color themes in Hebrew, Yiddish or English. It shows zmanim, minyanim with a next-minyan countdown, shiurim, yahrzeits, announcements and the Parnas HaYom, HaShavua and HaChodesh.

  • Lobby yahrzeit board

    A screen of this week's yahrzeits.

  • Shabbos & Yom Tov guard

    Nothing goes out on Shabbos or Yom Tov: no texts, emails or calls, and giving pages can close.

The shul screen: zmanim, yahrzeits, minyanim and Parnas HaYom.
The shul screen: zmanim, yahrzeits, minyanim and Parnas HaYom.

Community and development programs

Tools for the wider work of an organization.

  • Gemach (free-loan fund)

    Loans, repayments and reminders that honor opt-outs.

  • Chesed fund

    Track help given and money raised.

  • Tuition and scholarships

    Bill tuition and track scholarships.

  • Volunteer sign-ups

    Shifts and days, with reminders.

  • Major donors

    A prospect pipeline for your largest donors.

  • Donor research

    Background on prospects in one place.

  • Foundation grants

    Track applications, deadlines and awards.

  • Legacy gifts

    Wills, trusts and insurance.

  • Fund balances

    Restricted gifts tracked by fund.

A gemach: loans, repayments and reminders.
A gemach: loans, repayments and reminders.

Outreach and communication

Reach the right people, the right way, without over-messaging.

  • Bulk texts, emails and calls

    To everyone, a tag, a segment or hand-picked donors, with merge fields such as name, Hebrew name and open balance.

  • Preview before every broadcast

    See who gets it, who's left out and why, and the estimated cost.

  • Contact limits

    Set limits per week or month, with a send-anyway reason.

  • Large broadcasts that pick up where they stopped

    If a huge send is interrupted, press Send again and it continues. Nobody gets it twice.

  • Email designer

    Headings, text, buttons and pictures, with open and click tracking and results for each send.

  • Automations

    A gift, first gift, pledge, declined recurring charge, lapsed donor or yahrzeit can trigger a task, email, text, tag or alert. Every result is recorded, and failures are retried.

  • Receipts your way

    Per person: email, text, or printed and mailed (with a print-and-mark queue).

  • Personal thank-you notes (AI)

    Draft a warm thank-you in seconds.

  • Video thank-yous

    Record and send a short video thank-you.

  • Letters, envelopes and labels

    Print mailings.

  • Ready-made templates

    Receipts, reminders, appeals, reminder plans and automations, ready to use.

  • Email delivery check

    Check that your emails won't land in spam.

Automations: a gift, a pledge or a yahrzeit can start a task, email, text or alert.
Automations: a gift, a pledge or a yahrzeit can start a task, email, text or alert.

Reports, accounting and tax

Clean numbers for the board, the bookkeeper and the tax authorities.

  • Insights

    Summaries by campaign, reason, payment type, collector, source and month, plus last gift per donor.

  • Report builder and emailed reports

    Build your own reports and have them emailed on a schedule.

  • Weekly summary email

    The week's numbers delivered to your inbox.

  • Cash-flow forecast

    What's expected to come in from pledges and recurring gifts.

  • Year-end statements

    Print them, or email every donor a signed link, using your organization's own year.

  • QuickBooks Online and Xero

    Daily journal entries posted to QuickBooks, or files for QuickBooks or Xero. Campaigns map to income accounts, refunds made after posting are corrected automatically, and non-cash gifts go to their own accounts.

  • Deposit-report matching

    Upload any processor's deposit report. Matched charges are marked as in the bank, and missing, extra and different charges are listed.

  • Stripe payout matching and bank reconciliation

    Tie payouts and bank lines back to gifts.

  • Form 990 Schedule B

    Contributors above the threshold, ready for the form.

  • International receipts

    Israeli section 46, Canadian (CRA) and UK Gift Aid claims, and other currencies at your rates.

  • Your currency and your time zone

    Shekels, pounds or dollars, and your own time zone, on every screen, receipt, report and export.

  • Export anything

    Every list exports to Excel, CSV, PDF (Hebrew-aware) or Word, exactly as shown.

The monthly health report: what's slipping, in plain language.
The monthly health report: what's slipping, in plain language.

Moving in from another system

Switching is fast, safe and reversible.

  • Import wizard

    Drop in Donary, DonorFuse, Givebutter, Excel or CSV exports, every tab. Yahiv recognizes people, gifts, pledges, recurring gifts and families, and matches columns automatically.

  • Keeps everything

    Old account numbers, Hebrew names, tags, extra columns, campaigns, designations, fundraisers and payment types.

  • Duplicate-safe

    Running the same file again doesn't double anything, and ID numbers from two different systems never mix.

  • Import check

    After every import: every row accounted for, money compared with the file, people you can't reach, and plan room, with sign-off.

  • Review and undo

    See the rows that need a look, and undo a whole import.

Move in from Donary, DonorFuse, Givebutter or any spreadsheet.
Move in from Donary, DonorFuse, Givebutter or any spreadsheet.

Your team and everyday work

Easy for the office, safe for the organization.

  • Who sees what

    For each person: people access, giving access, refunds, downloads, outreach, reports, 'own results only' and which campaigns they can see.

  • Home shaped by role

    Collector, staff and admin each see what matters to them.

  • Getting started checklist

    It ticks itself off as you go.

  • Features on and off

    Turn off what you don't use for simpler menus. Nothing is deleted.

  • Alerts

    Declines, stopped recurring gifts, past-due pledges, chargebacks and undelivered messages appear under the bell and by email. Each person only gets alerts for what they're allowed to see.

  • Quick search (Ctrl+K)

    Jump to any person, gift or page.

  • Several organizations, one login

    Switch between organizations easily.

  • Hebrew and Yiddish screens

    Right-to-left, chosen per user. Donors can switch on public pages.

  • Phone app and notifications

    Install Yahiv on your phone and get push notifications.

  • Calendar feed

    Yahiv dates in Google, Outlook or iPhone calendar.

  • Ask Yahiv

    A help assistant that knows every feature and can answer questions about your own data, within each user's permissions.

  • Connect other apps

    Zapier, Make, webhooks and an API.

  • Your own forms

    Build forms for sign-ups and requests.

Today's work: the calls, follow-ups and requests waiting for you.
Today's work: the calls, follow-ups and requests waiting for you.

Security, safety and reliability

Built to handle other people's money with care.

  • Card numbers never reach Yahiv

    Each processor's secure fields handle the card in the browser. Yahiv stores only a token and the last four digits.

  • Charges recorded first

    Every card charge is written down before the processor is asked, so a lost connection can't cause a double charge or a lost gift.

  • Encrypted secrets

    Processor, email and text keys are encrypted at rest.

  • Strict separation

    Every organization's data is walled off from every other's.

  • Required 2-step sign-in

    Plus sign-in history, a sessions list with sign-out, idle sign-out and lockout after failed attempts.

  • Audit log

    Every sensitive action is recorded.

  • Signed links

    Receipts, statements and pay links can't be tampered with, and each link works only for its own purpose.

  • Nightly encrypted backups

    35 days of daily backups plus monthly ones for a year, stored off-site. Download any day as Excel.

  • Monthly restore tests

    Each organization's latest backup is actually restored in a separate area and checked, every month.

  • Fast at scale

    Tested with 50,000 people, 400,000 gifts and 40,000 pledges in one organization. Includes a built-in speed check page.

  • Background jobs that finish

    Recurring charges, reminders and syncs run in small, recorded steps. Anything unfinished continues on the next run.

Nightly encrypted backups and a monthly restore test.
Nightly encrypted backups and a monthly restore test.

Recently added

New tools from our latest round of upgrades.

  • Yahiv app for iPhone and AndroidComing soon

    A native phone app with push notifications, deep links and the camera for check photos. Until it is in the App Store and Google Play, Yahiv installs from the browser on any phone.

  • OJC, The Donors' Fund, Pledger and Matbia

    A ready-made connection for each charity-card fund (turns on the day the fund gives us its connection details), plus a way to record a card run on the fund's own terminal today, with its confirmation code. Card numbers are never stored.

  • Receipts, statements and bills in Hebrew and Yiddish

    Each person gets their letters in their own language, right-to-left with Hebrew dates and the organization's Hebrew name. Default language per organization, and templates per language.

  • Letters mailed for you

    Printed receipts and statements go out through a print-and-mail service (Lob or PostGrid) for a per-letter fee on the monthly statement. Delivery is tracked, and returned mail is flagged on the person.

  • Smarter Zelle matching

    An unknown Zelle sender gets up to three suggestions with a score and plain reasons (same name, same amount as before, pledge number in the memo, a family member's alias). One tap records it, and Yahiv can record by itself above a sureness you choose, with Undo.

  • WhatsApp with a Pay button

    Receipts, reminders and bills by WhatsApp carry Pay now, Update my card and My balance buttons. Pay now charges the card on file with the same limits as texting; no card is ever typed into a chat.

  • Campaign-night mode

    One screen for the big night: live total with matching, pace, the latest gifts streaming in, a fast name-and-amount entry, pause the big screen, undo the last gift, and a printable night summary.

  • Organization health report

    A monthly plain-language report of what's slipping: old pledges, cards about to expire, lost donors, bounced emails, waiting Zelle gifts, undeposited checks, backup status, with the top three things to do this month. On the Insights page and by email on the 1st.

  • Israel: Tax Authority donor report

    For section 46 organizations: the annual donor list in the Tax Authority's layout (Excel, CSV and a Hebrew PDF), ID number check-digit validation, and a receipt-sequence check for gaps and duplicates.

    Your accountant uploads the file on the Tax Authority site.

  • Sample data for new accounts

    A new account opens with a fictional shul to look around (people, gifts, pledges, events). One click removes the sample data; import brings in the real thing.

Every donor's year-end statement in one run.
Every donor's year-end statement in one run.

More recently added

Even more, built and tested in the same push.

  • Donor app with Face ID

    Donors add "My giving" to their phone's home screen, sign in with Face ID or a fingerprint, pay a pledge with one tap using the card on file, and get reminders and yahrzeit notes as phone notifications.

  • Approvals from your phone

    When a refund or void needs a second person, the admins get a phone notification and approve or turn it down in one tap. Requests expire after 7 days, and the person who asked hears the outcome.

  • Live bank feed

    Connect the organization's bank (through Plaid). Deposits come in by themselves every few hours and match to gifts, checks and Zelle; anything unmatched is listed to check.

    Bank CSV files work today; the live connection is switched on per bank through Plaid.

  • Month closing

    Close a finished month after reviewing its totals. Nobody can then backdate, edit, void or split a gift in that month; an admin can reopen it with a reason, and a report shows every change made after closing.

  • Who to call today

    Each morning, the 25 people most worth calling, with the reasons (old pledge, giving anniversary, upcoming yahrzeit, slipping away), a suggested ask, the best phone and the best time to call.

  • Employer matching gifts

    Record each donor's employer; Yahiv recognizes about 75 companies with matching-gift programs, adds a follow-up task after a qualifying gift, can email the donor the company's form, and tracks the match money from suggested to received.

    Company program details are typical values: confirm them with the employer.

  • Pledges by QR code at events

    Guests scan a QR on the table, pick an amount on their phone and pledge; it appears on the big screen within seconds, and they get a text with a link to pay. Print posters and table tents from Yahiv.

  • Year-end packet in one click

    Every donor's yearly statement in one run, in their own language, by email, printed mail or text, with a status board, retry for failures, one PDF for printing in-house, and the Schedule B.

  • Duplicate review during import

    Before anyone is created, likely duplicates (in the file, or already in Yahiv) are shown side by side with a confidence score: merge, combine or keep separate, or accept all the sure ones at once.

  • Branches

    An umbrella organization with several shuls or schools: each branch keeps its own staff, processors and receipts, and the umbrella sees each one's totals and combined reports, without seeing donor details.

Who to call today, with the reasons and a suggested ask.
Who to call today, with the reasons and a suggested ask.

See Yahiv with your own kind of data

We'll walk you through it and help you move in from your current system.

Contact us
Features · Yahiv