Nonprofit — development operations
Mid-size nonprofit reconciles year-end giving batch without duplicate donor records.
December giving tsunami — 14K gifts from 8 sources — merged into Raiser's Edge cleanly in a single afternoon.
Year-end reconciliation time
3 weeks → 1 day
December-January manual cleanup → same-day review
New duplicate records avoided
~2,100
Estimated duplicates that would have been created
Tax receipt accuracy
99.4%
Same donor, same receipt — no split gifts
Cost for the season
$189
One month of Business tier covered the December push
Company profile
Example scenario: mid-size US nonprofit, ~180K constituent records in Raiser's Edge, typical year-end giving spike brings 12-15K gifts across online (GiveLively + classy.org + Stripe), events, matching-gift programs, and direct mail reply cards.
The situation
What the team was dealing with
Every December, the dev team races to post 14K year-end gifts into Raiser's Edge before the 12/31 tax-receipt deadline. In past years, about 15% of those gifts created duplicate donor records — online donors who gave under nickname variations, new-address donors flagged as 'new', joint donors ('John and Mary Smith') split into two records. Tax receipts went out wrong. January was always spent fixing it.
What they tried first
Approaches that didn't quite work
Raiser's Edge's built-in DiscoverIt dedup — ran it on the batch but it only catches exact matches; still missed household + nickname variations.
Manual review of 'new' donors by the dev team — didn't scale past ~3K gifts; last year they just posted everything and cleaned up in January.
Considered hiring seasonal help to review in December; budget didn't support it.
How the Genie helped
What changed
Before each batch got posted, ran it through ListMatchGenie: batch × donor master from Raiser's Edge (CSV export).
Household-aware matching found 'John and Mary Smith' → existing 'Smith Family' household; nickname matching caught Bob/Robert duplicates.
97% of the batch auto-matched or was a clear 'new donor' classification; the 3% review queue took about 4 hours across the team.
Posted to Raiser's Edge with match metadata attached — no new duplicate donor records created.
“December used to be the month we dreaded. Now it's just busy. Duplicate donors are no longer the reason the team works 60-hour weeks in January.”
— Director of development operations, example scenario
This scenario maps to
Donor reconciliation
Gift batches from events, online platforms, and matching-gift programs never line up with your donor CRM. The Genie matches at the household level — so 'John and Mary Smith' in the batch finds the existing 'Smith Family' record — with a review queue for the borderline cases.
See the full use-case pageLet the Genie handle the grunt work.
Free tier is real. No card. No forms. Just upload your first list and see the Genie clean and match it in under a minute.
