How it works

A Simpler Way to Build Relationships With Donors

Everything you need to build relationships — nothing you don't.

Guaranteed results in 6 months or your money back.
Terms and conditions apply.

Woman working at desk with phone

Build Connection,
One Touchpoint at a Time

Use text, email, calls, or in-person appointments to stay top of mind — and top of heart. Touchpoints help you scale your one-to-one donor communications without sounding robotic.

Emails
Conversations
Text Messages
Phone Calls
Letters
Custom Touchpoints

Your Relationship Pulse,
All in One Place

Instantly see who needs a follow-up, which donors you've checked in with recently, and how your outreach is tracking.

Upcoming Touchpoints

Overdue touchpoints and those due or scheduled in the next 2 weeks will appear here.

Happy Birthday!

Matt Lombardi
August 6, 2025 at 12:00 PM

Coffee with Beaux

Beaux Walton
August 6, 2025 at 12:00 PM

You're Awesome

Trevon Strean
June 26, 2025 at 12:00 PM
Woman on phone managing donor relationships
People having a conversation

Never Miss a Moment

Trigger intentional donor Touchpoints with both custom and ready-made communication journeys that feel personalized, not programmed.

Thursday, August 7th, 2025

12:00 PM

Thank You For Giving

Matt Lombardi

12:00 PM

Custom Touchpoint

Trevan Strean

12:00 PM

Coffee with Beaux

Beaux Walton

12:00 PM

How Are You & Your Fam?

Genevieve Magnolia Johnson

Friday, August 8th, 2025

Monday, August 11th, 2025

Wednesday, August 13th, 2025

Coach, Don't Just Manage

Get visibility into your fundraisers' activity and support their success with a tool they'll actually use.

Client Touchpoints

This shows you the status of your client's touchpoints.

13
Completed Touchpoints
Keep it up! These are the donor touchpoints that you've completed.
5
Upcoming Touchpoints
Get ready! You've got upcoming opportunities to connect.
2
Overdue Touchpoints
Whoops! Looks like you have a few donors to reach out to.
Man on phone with calendar
Team members collaborating

Everything at Your Fingertips

Capture donor insights instantly. Share key documents with one tap. No hunting through folders or inboxes.

ML

Matt Lombardi

Share

Personal Information

Full Name

Matt Lombardi

Company

Share

Date of Birth

August 8, 1999

Job Title

CEO

Contact Information

Email

matt@shareinsight.co

Phone

(855) 555-5555

Relationship Snapshot

A touchpoint-driven visual of the relationship you're cultivating with Matt.

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