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Simply Foundations features

Forms and workflows

Public forms, internal steps, approvals, registrations, and record updates that move work forward.

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What’s included

Donation forms

Supporters give through a public form and the gift lands on the donor record with campaign context.

See how foundation and nonprofit teams use this
  • Supporters complete the flow on their phone; the development team sees the structured record immediately.
  • If the campaign fills or needs review, the submission can move into a clear follow-up list instead of an inbox.
  • Confirmation messages, tasks, and record updates can happen from the same submission.
IncludedIncluded on every plan, including Free.

Grant applications

Applicants submit structured requests with attachments, review fields, and decision tracking ready.

See how foundation and nonprofit teams use this
  • Applicants complete the flow on their phone; the development team sees the structured record immediately.
  • If the grant cycle fills or needs review, the submission can move into a clear follow-up list instead of an inbox.
  • Confirmation messages, tasks, and record updates can happen from the same submission.
IncludedIncluded on every plan, including Free.

Volunteer applications

Volunteers share interests, availability, and clearances before they appear in a placement list.

See how foundation and nonprofit teams use this
  • Volunteers complete the flow on their phone; the development team sees the structured record immediately.
  • If the volunteer program fills or needs review, the submission can move into a clear follow-up list instead of an inbox.
  • Confirmation messages, tasks, and record updates can happen from the same submission.
IncludedIncluded on every plan, including Free.

Event registrations

Guests register, choose options, and feed attendance or follow-up lists without a separate tool.

See how foundation and nonprofit teams use this
  • Guests complete the flow on their phone; the development team sees the structured record immediately.
  • If the event fills or needs review, the submission can move into a clear follow-up list instead of an inbox.
  • Confirmation messages, tasks, and record updates can happen from the same submission.
IncludedIncluded on every plan, including Free.

Donor record updates

Supporters update preferences, household details, and communication choices through a controlled flow.

See how foundation and nonprofit teams use this
  • Supporters complete the flow on their phone; the development team sees the structured record immediately.
  • If the relationship cycle fills or needs review, the submission can move into a clear follow-up list instead of an inbox.
  • Confirmation messages, tasks, and record updates can happen from the same submission.
IncludedIncluded on every plan, including Free.

Public forms that write to the right records

Put the form where supporters already are, then write the answer to the right record.

See how foundation and nonprofit teams use this
  • Supporters can submit from a phone, and the answers land on the right record instantly.
  • Nobody retypes email or paper submissions into the database again.
  • Every submission can trigger a confirmation and a follow-up task automatically.
IncludedIncluded on every plan, including Free.

Applications and intake

Collect structured application or intake data and move it into review, records, and follow-up without retyping.

See how foundation and nonprofit teams use this
  • An application can collect exactly the fields the decision needs, files included.
  • A review queue can track every application from submitted to decided.
  • Applicants can move through stages with the full history kept.
IncludedIncluded on every plan, including Free.

Registrations and signups

Run signups for events, programs, memberships, services, or any other participation workflow.

See how foundation and nonprofit teams use this
  • A signup can cap at capacity and close itself when full.
  • Registration answers can drive rosters, name tags, and follow-up lists.
  • Payment can happen inside the same registration flow.
IncludedIncluded on every plan, including Free.

Self-service updates

Let people update the records they are allowed to touch instead of sending changes through email.

See how foundation and nonprofit teams use this
  • Supporters can confirm and correct their own details through a secure link.
  • The annual information refresh can stop being a season of phone calls.
  • Changes can wait in review before touching the live record.
IncludedIncluded on every plan, including Free.

Capacity and waitlists

Set capacity, collect waitlists, and keep signup pressure visible when a session, room, event, or service fills.

See how foundation and nonprofit teams use this
  • When capacity fills, the next signup can join a waitlist automatically.
  • An opened spot can go to the next person in line without a scramble.
  • Capacity rules stay honest — no accidentally overbooked lists.
IncludedIncluded on every plan, including Free.

Shareable workflow pages

Give any wizard a clean hosted URL so it can stand alone, be shared, or sit behind a branded website link.

See how foundation and nonprofit teams use this
  • A form can live at a clean, branded, shareable link with no website changes needed.
  • A QR code, email, or text can point straight at one specific flow.
IncludedIncluded on every plan, including Free.

Review workflows

Turn submissions and changes into reviewable steps before the system treats them as final.

See how foundation and nonprofit teams use this
  • A submission can require review before it becomes a live record.
  • Approvals can route to the right person with everything they need to decide.
IncludedIncluded on every plan, including Free.

Ready to see Simply Foundations in context?

We can walk through the features that matter for foundation and nonprofit teams and leave the rest out of the way.

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