Donor directory
Organizations, contacts and channels with a live data-health score.
Built for associations and foundations
Y30 brings the donor directory, source verification, approved letters, replies and follow-ups into one accountable workspace — so every message is accurate, approved and traceable.
6 roles
Each person sees and does only what their role allows.
0 surprises
Nothing is sent without an approval that matches the exact content.
1 timeline
Letters, replies, follow-ups and edits per organization.
0–100
A data-health score that shows which records need work.
The idea
Fundraising teams often juggle contact lists, mailboxes and personal notes. Contacts go stale, the same foundation is approached twice, and nobody can say who approved what. Y30 replaces that with a single workflow where data is verified at the source, letters are generated from approved templates, and every reply is linked back to the conversation it belongs to.
Features
Eight connected modules that share one data model, one permission system and one audit log.
Organizations, contacts and channels with a live data-health score.
Excel/CSV import with preview, validation and duplicate detection.
Every field carries its source, confidence and observation date.
Versioned templates in several languages generate personalized letters.
Review, approve or reject; any later edit invalidates the approval.
Replies and bounces are classified and linked to the original letter.
Everything waiting on you in one place, with due dates and owners.
Reply rates, activity charts and clean exports for the board.
How it works
Import or add organizations; duplicates are caught on the way in.
Attach sources and fix what the health score flags.
Generate letters from approved templates; an approver signs off.
Send from your own domain; replies and follow-ups come back to the queue.
Security & governance
Y30 is built for organizations that answer to donors and boards. Permissions, approvals and a complete audit trail are part of the core, not add-ons.
Demo environment: all organizations and people shown are synthetic. No real data, no live sending.
Six roles with least-privilege permissions.
Who changed what, when — before and after.
Approvals are tied to a hash of the exact letter.
Real sending stays off until it is explicitly authorized.
SMTP with SPF, DKIM and DMARC checks built in.
No foundation is approached twice for the same project.
Built for teams
From data officers who keep the directory clean to approvers who sign off letters, each role gets a focused workspace and a personal work queue.
System Administrator
Users, settings and email delivery.
Association Manager / Approver
Reviews and approves letters and templates.
Project Manager
Owns projects, campaigns and templates.
Correspondence Officer
Drafts letters and handles replies.
Data / Research Officer
Imports, verifies and de-duplicates data.
Viewer / Auditor
Read-only access for audit and oversight.