Community programs
Gemach, chesed, tuition, volunteers, grants
- Give a gemach loan
Record a free loan (גמ״ח) with its guarantors and post-dated checks. Yahiv makes the payment schedule and prints a loan agreement to sign.
7 steps · Office staff - Track gemach repayments
Mark each loan payment as paid (in full or part), waive one, and see what's still owed.
7 steps · Office staff - A gemach repayment check bounced
When a post-dated check from a borrower bounces, mark it "Bounced" so the payment is due again and shows as late.
5 steps · Office staff - Late gemach payments and reminders
See every late loan payment in one place, know which checks to deposit this week, and how borrowers are reminded.
5 steps · Office staff - The chesed fund: families you help
Keep the families your organization helps completely apart from donors — who they are, what they asked for, and what was given from which fund.
5 steps · Office staff - Chesed fund requests: approve and give
Record a family's request (e.g. Kimcha d'Pischa), approve it with an amount or say no, and record what was given against it.
5 steps · Office staff - Tuition billing
List each student with the family that pays, the grade, tuition and any scholarship, by school year — then bill the families in one click.
6 steps · Office staff - Scholarships and tuition payment plans
Give a scholarship (with a private note), and bill tuition as one bill or for 10 or 12 payments.
5 steps · Office staff - Volunteer shifts and sign-ups
Post shifts people can sign up for — Purim packaging, the dinner, Chanukah deliveries, bikur cholim — on a public page, with a reminder text the day before.
5 steps · Office staff - Volunteer reminders and who came
Volunteers get a reminder text the day before their shift. Afterwards, mark who came and who cancelled.
5 steps · Office staff - Foundation grants
Track each grant: the funder, what it's for, amounts asked, awarded and received, where it stands, and the deadlines and reports you owe.
6 steps · Office staff - Never miss a grant deadline or report
See every application deadline and report due in the next 30 days, in Yahiv, in your calendar and in the weekly summary.
5 steps · Office staff - Major donors board
Follow each big prospect from first meeting to the ask to the pledge, with the ask amount, the next step, and who's in charge.
6 steps · Office staff - Research a major donor
Look up public records about a prospect, open ready-made searches, and record your own estimate of what they could give.
5 steps · Office staff - Record a legacy gift (will, trust, insurance)
Record that someone is leaving something to the organization in a will, trust, insurance policy or retirement account, with follow-ups.
5 steps · Office staff - Legacy gifts list and follow-ups
See everyone in the legacy society, what's estimated and received, and whose follow-up is coming up.
4 steps · Office staff - Send a video thank-you
Record a short thank-you on your phone or computer and send it by text, email or WhatsApp. You see when they watch it.
6 steps · Office staff - AI thank-you notes for bigger gifts
Yahiv lists bigger gifts without a personal note, the AI writes a first draft for each from what it knows, and you check, change and email or print them.
6 steps · Office staff