The development work Aida helps you run
HelpYouServe is the AI Fundraising OS for relationship-funded nonprofits. Every capability below organizes around the development workflows your team already runs, and each one feeds Aida, your AI Development Director, who turns that context into owned next actions your team reviews and approves.
Organized by fundraising workflow
Donor follow-up
Keep every supporter relationship warm. Unified records, segmentation, and self-service feed the next cultivation move into Aida’s queue.
Grants and reports
Track commitments and reporting obligations on one record. Receipts and analytics surface what is due so deadlines reach the queue before they slip.
Events and campaigns
Run sponsorships, giving levels, and recurring programs as connected motions. Every status change becomes context Aida can act on.
Field stories
Capture recipient updates, photos, and moderated messages. Field-story context grounds the impact updates Aida drafts for your team to approve.
AI review
Nothing sends on its own. Aida drafts the next action with citations on every claim, and your team reviews, edits, and approves before it reaches a supporter.
Integrations and embeds
Bring giving and security into one record with embeddable widgets and compliance controls, so the work graph behind Aida stays complete and safe.
Each workflow feeds Aida's daily work queue
Donor Management
Advanced Filtering
Find any donor or sponsorship in seconds
Build complex queries across any field to segment your donors. Save filters for quick access and use them for targeted c...
CSV Import
Migrate your data in minutes, not months
Import donors, recipients, sponsorships, and payment history from any system via CSV. The import wizard validates every ...
Custom Fields
Track the data that matters to your organization
Create unlimited custom fields to capture data unique to your programs. Text, numbers, dates, dropdowns, whatever you ne...
Duplicate Detection
Keep your database clean automatically
Our intelligent matching system identifies potential duplicate records and helps you merge them with confidence....
Household Management
Group donors by family for smarter engagement
Link donors into households to track family giving, send consolidated receipts, and manage family sponsorship programs....
Self-Service Portal
Empower donors to manage their own accounts
Give donors a branded portal where they can update payment methods, change sponsorships, view receipts, and manage commu...
Unified Donor Profiles
One view for every donor interaction
See every donation, message, sponsorship, and interaction in a single unified profile. No more switching between spreads...
Sponsorship
Bulk Sponsorship Tools
Assign, reassign, and manage at scale
Bulk-assign sponsors to recipients, mass-reassign when programs change, and batch-update sponsorship statuses. All with ...
Multi-Program Support
Manage multiple sponsorship programs from one platform
Run child sponsorship, education, healthcare, and community programs simultaneously with independent settings and report...
Program Forms
Capture exactly the data your programs need
Build custom forms for donor signup, recipient profiles, and sponsorship applications. Drag-and-drop field builder with ...
Recipient Profiles
Showcase the lives sponsors are changing
Create rich recipient profiles with photos, stories, and updates that sponsors can browse and connect with emotionally....
Flexible Sponsor Models
Support any sponsorship structure
Whether it is one-to-one, one-to-many, or many-to-one sponsorships, HelpYouSponsor adapts to your program structure....
Status Updates
Real-time sponsorship tracking
Sponsorship statuses update in real-time across the entire platform. When a recipient is fully funded, everyone knows in...
Payments
Additional Gifts
Make it easy for sponsors to give more
Enable sponsors to add birthday gifts, holiday gifts, or one-time additional contributions on top of regular sponsorship...
Automated Receipts
Tax receipts sent instantly, every time
Automatically generate and send tax-compliant donation receipts. Year-end summary receipts with one click....
Custom Giving Levels
Define donation tiers that match your programs
Create custom giving levels tied to specific programs, recipients, or impact areas. Donors choose the level that fits th...
In-Kind Donations
Track non-cash gifts with full audit trails
Record and track in-kind donations, goods, services, and non-cash gifts, with fair market valuations and tax receipt gen...
Multiple Payment Gateways
Accept payments however your donors prefer
Connect Stripe, PayPal, Authorize.net, Flutterwave, QPayPro, and more. Give donors the payment options they trust....
Payment Recovery
Stop losing donors to expired cards
Failed charges retry automatically up to 2 times with configurable delays. If still failing, the system advances the bil...
Preset Amounts & Defaults
Guide donors to the right giving level
Set default donation amounts, frequencies, and designations per program. Pre-select the giving level that matches your s...
Recurring Donations
Reliable income for your mission
Set up monthly, quarterly, or annual recurring donations with automatic retry logic for failed payments....
Communication
AI Translation
Break language barriers instantly
Messages are automatically translated so sponsors and recipients can communicate naturally in their own language....
Auto Emails
Automated emails triggered by events
Set up automated emails for donations, sponsorship milestones, payment reminders, birthdays, and more....
Auto SMS
Reach donors where they actually look
Automated text messages for donation confirmations, payment failure alerts, event reminders, and trip updates. Same trig...
Email Campaigns
Targeted campaigns to donor segments
Send targeted email campaigns to specific donor segments. Personalize at scale with merge fields and dynamic content....
Email Templates
On-brand emails for every touchpoint
Design email templates that match your brand. Use them for automated receipts, sponsorship confirmations, payment remind...
Enterprise Delivery
High-volume email with guaranteed deliverability
Send thousands of emails with enterprise-grade deliverability through integrated providers like Mailgun....
Multi-Language Support
Serve a global audience
Platform interface available in multiple languages. Combined with AI translation for communications, serve donors and re...
Message Manager
Moderated messaging between sponsors and recipients
A complete communication platform with approval workflows, translation, and privacy protection for safe sponsor-recipien...
Newsletter Distribution
Beautiful newsletters with drag and drop
Create and send beautiful newsletters with our drag and drop builder. Share impact stories, program updates, and calls t...
Analytics & Reporting
Activity Log
Complete audit trail of every action
Track every change, update, and action across your organization. Perfect for compliance and accountability....
Custom Reports
Build reports with exactly the fields you need
Create custom reports with drag-and-drop field selection. Export to CSV for board presentations or deeper analysis....
Real-Time Dashboard
Live metrics at your fingertips
See donations, sponsorship rates, and program health in real-time. No waiting for reports, the data is always current....
Scheduled Reports
Set it and forget it reporting
Weekly donation summaries, monthly sponsorship reports, and custom analytics delivered to your inbox automatically....
Visual Analytics
Charts and graphs that tell your story
Beautiful visualizations that make it easy to understand trends, identify opportunities, and present to your board....
AI Donor Intelligence
Know your donors before you ask
AI-powered donor profiles with wealth estimates, affinity scoring, ask calculators, and relationship mapping. Prioritize...
Wrapped
Turn your year into a story worth sharing
A beautiful year-in-review generated from your data, total donations, donor growth, program highlights, and top supporte...
Trips & Missions
Background Checks
Built-in compliance for mission safety
Integrated background checks via Checkr for trip participants. Initiate, track, and manage results directly from the tri...
Trip Fundraising
Each participant raises their own support
Every trip participant gets their own fundraising page to share with family and friends. Track progress toward individua...
Trip Management
Plan missions, not spreadsheets
Manage every aspect of mission trips, participant registration, fundraising goals, task checklists, and automated remind...
Trip Reminders
Never miss a deadline again
Automated task reminders at 30, 7, and 1 day before deadlines, plus overdue alerts. Target reminders by role, minors, or...
Website & Embed
Auto-Resizing Embeds
No scrollbars, no layout fights
Embeds adjust height automatically as content changes. No scrollbars, no fixed heights, no iframes to fight. The SDK com...
Brand Matching
Embeds that look like your site, not ours
Pick your theme color and the embed matches your site automatically. Light and dark mode supported out of the box. No CS...
Callbacks & Events
Track conversions without guessing
Hook into donation completions, form submissions, sponsorship matches, and errors. Fire analytics events, trigger thank-...
6 Embed Types
One SDK, every use case
Sponsorship pages, trip fundraising, participant pages, donation forms, donor signup, and paginated browsing, all from a...
MCP Server
AI-powered automation via Model Context Protocol
Model Context Protocol server for AI agents. Query donors, manage sponsorships, and automate workflows programmatically ...
Photo Privacy
Protect recipient identities without losing connection
Auto-blur or add stickers to recipient faces on public-facing pages. Sponsors see full photos after matching, but public...
REST API
Full API access for custom integrations
195+ endpoints covering donors, sponsorships, payments, programs, and more. Full OpenAPI spec included for code generati...
Smart Embed / Elements SDK
Add sponsorships to any website in 3 lines of code
Drop the Elements SDK onto your site and embed sponsorship pages, trip fundraising, or donation forms that auto-resize t...
Security & Compliance
Bank-Level Encryption
AES-256 encryption for all data
All data is encrypted at rest using AES-256 and in transit using TLS 1.3. The same standards used by major financial ins...
GDPR Compliance
Full compliance for European data protection
Built-in tools for GDPR compliance including data export, right to deletion, consent management, and data processing agr...
PCI DSS Compliance
Secure payment processing that meets industry standards
All payment processing is PCI DSS compliant. Credit card data never touches our servers, it goes directly to the payment...
Regular Security Audits
Third-party verified security
We conduct regular third-party security audits and penetration testing to ensure our platform meets the highest security...
Role-Based Access
Granular permissions across 20+ modules
Control exactly who sees and does what with granular permissions across 20+ modules. Viewer, manager, and admin presets,...