Face-to-face fundraising technology

Grow support.
Simplify giving.

From the doorstep to the data file. Follow a live pledge through Donor First, payments and the Fundraising Portal, and see every feature that touches it.

Pledge #2047 · £10 a month
WHAT WE DO

Everything behind the sign-up, under one roof.

Ten years of F2F technology, built and run in-house. From the doorstep to the data file, every step is ours. Tap any capability to see where it fits.

Tap any part of the diagram to see where it fits.
Built and run in-houseOur own developers, QA and service teams
10 years in F2FPCI DSS 4.0.1 Level 1Encrypted at rest and in transit
WHY DEVICE-BASED

Built for the device. Not the browser.

Donor First is a native iPad app, not a web form. That is what makes it secure in the field, and it is what lets us build features a browser-based platform cannot.

Same conversation. Very different tool.

What Donor First does face to face, wherever the conversation happens, that a typical web form cannot do reliably.

Donor First app
Typical web form
Captures sign-ups with no signal
✓Built in
–Not reliably
Encrypts donor data on the device
✓Built in
–Not reliably
Records donor audio for AI verification
✓Built in
–Not reliably
Scans licences and cards with the camera
✓Built in
–Not reliably
Restricts app access by location
✓Built in
–Not reliably
5 of 5
0 of 5
ONE PLATFORM, EVERY ROLE

Everyone works in the same ecosystem.

Donors and brand ambassadors use the Donor First app on the doorstep. Admins, MCs and clients each have their own view of the Fundraising Portal. Pick a role to see where it fits.

1 · Who
DonorsOn the doorstep
Brand ambassadorsFundraisers in the field
AdminsRunning the programme
MCsMarketing companies
ClientsCharities and commercial clients
2 · Uses
Donor First appNative iPad app
Fundraising PortalOne portal, three views
3 · Sees
Sign-up journeyBranded pledge, validation and payment
Field toolsTraining, sites, sessions and messages
Fundraising portalCampaigns, users, sites and reporting
MC portalTheir own teams and performance
Client portalTheir campaigns, results and exports
01 · IN THE FIELD

The right fundraiser, in the right place, ready to go.

Before a single pledge is taken, Donor First checks the fundraiser too. Scroll through a fundraiser’s day.

02 · SIGN UP

Built for fundraisers, trusted by donors.

This is the real Donor First journey, shown on our Yellow Tree demo build. Scroll through each screen.

03 · YOUR BRAND, EVERY SCREEN

Every screen in the charity’s brand.

Colours, logos, backgrounds and fonts are set to each charity’s brand, alongside bespoke pitch cards and thank-you media. Make this Donor First screen your own.

Brand colour
Logo
Background
Font
Text

Just a preview. Nothing you upload or choose is saved or sent to us, and no cookies are set. It all stays in this browser tab and is cleared when you leave the page.

Make it yours! Try a few options.
04 · VALIDATE AND VERIFY

Every pledge checked before the conversation ends.

Donor details are checked as they are entered, so problems are caught at the point of sign-up, not weeks later.

Email validationA secure API check confirms the email address is real.
Address lookupThe donor’s address is found and confirmed on the spot.
Bank details validationDirect Debit details validated as they are entered.
Licence and card scannerFast ID checks and card capture with the iPad camera.

Scroll to watch AI audio verification score a pledge.

AI audio verification score
0% to 22%
Unacceptable
23% to 79%
Needs review
80% to 100%
Acceptable
AI audio verificationThe donor records a short script, AI scores the pledge against thresholds you set, and every recording is stored for audit.
05 · PAYMENTS AND SECURITY

Payments and data, secure by design.

Bank, debit and card payments run straight from Donor First into the charity’s provider, and every pledge is encrypted from the doorstep to your systems.

PCI DSS compliant
PCI DSS 4.0.1 Level 1The highest level of accreditation, backed by quarterly external security scans. Built on Azure Storage and AWS payment infrastructure.Accredited
Payment types

Donor FirstEncrypted on the iPad, online or offline
Money
Payment provider
Charity
Data
Fundraising PortalEncrypted at rest, access by role
Your systemsCRM and finance, with PGP encrypted exports available
Private AI, never used for training

Audio verification runs on our own private models. Recordings never train AI.

Hardware a browser can’t reach

Microphone, camera and GPS power verification, scanning and location controls.

Built and run in-house

Our own team in the UK and Ireland builds, runs and supports the platform.

Deleted on request

Individual donor records are deleted within 3 working days of a request.

We have recently integrated with
06 · COMMUNICATE AT THE MOMENT OF SIGN-UP

The donor hears from you while the conversation is still going.

As soon as the donor signs, Donor First sends a custom welcome by email, SMS or WhatsApp, with the mandate to follow. Email templates carry the charity’s branding. Trust is built on the spot, and our sender trust scores stay consistently high across vendor platforms.

9:41
Inbox
Welcome, Alex. Thank you for your gift
YC
Your Charityto me · 2 min ago
10:42
Your CharityThank you for joining us

Hi Alex,

Thank you for your £10 monthly gift. Your first donation will be collected in the next few days.

See your impact

Your Direct Debit mandate will follow in a separate email.

Your Charity · Registered charity
Manage preferences · Unsubscribe
Email
YourCharityText message · now
Hi Alex, thank you for joining Your Charity with a £10 monthly gift. Your welcome pack is on its way.
Reply STOP to opt out.
SMS
Your CharityWhatsApp · business account
WhatsApp
Inboxmandates@yourcharity.org
Your Direct Debit mandate

Hi Alex, your mandate is attached for your records.

PDF
Mandate_Alex.pdfPassword protected · 84 KB
The password is sent separately.
PDF mandate
07 · MANAGE AND REPORT

The Fundraising Portal is your campaign command centre.

Real-time insights and reporting for smarter, faster fundraising. From leadership teams to MCs and clients, the Portal puts the right information in the right hands to streamline campaign set-up, execution and management.

Access for all levels

Tailored views for management, MCs and clients, so everyone sees the data that matters to them.

Custom dashboards and goal tracking

Highlight the KPIs that drive your success, track progress against targets and share insights with stakeholders.

Real-time data and reporting

Monitor outcomes as they happen, drill into detail, compare with historical data and respond quickly.

Inside the Portal

EXPORTS AND INTEGRATIONS

Your data, in your systems, the way you need it.

From custom, client-specific exports to automated schedules with encryption and API integration, the right data reaches the right people at the right time. Pick a type of data to follow its route.

1 · Captured
Donor First appPledges and payment details at sign-up
Fundraising PortalLive the moment a pledge is signed
2 · Prepared
Custom, client-specific filesBuilt to your exact fields and formatPGP encrypted
3 · Delivered
API integrationReal-time data flow
Auto exportsOn a schedule you set
FTP deliverySecure file transfer
Manual downloadPull files from the Portal any time
4 · In your systems
Your CRMClient CRMs and finance systems, including SAP
Your teamReporting, analysis and reconciliation
Straight into your CRMPayment tokens reach your CRM in real time through our API. Other donor data follows on a schedule you set, or can be pulled down manually, and it is live in the Portal from the moment of sign-up.
INTEGRATES WITHClient CRMs and finance systems, including SAP
BEYOND FACE-TO-FACE · TELEPHONY

Telephony on the same platform as your field data.

Two-way calling for welcome calls, pledge verification, donor support and cancellations, with every call connected to the pledge it belongs to.

Two-way calling

Welcome calls, verification, support and cancellations through one integrated system.

Verification interface

Agents see the pledge, speak to the donor and record updates in one purpose-built screen.

Dynamic scripting

Scripts adapt to each call, keeping conversations consistent and compliant.

Performance analytics

Deep insight into agent performance for continuous improvement.

BEYOND FUNDRAISING · COMMERCIAL

Bespoke commercial campaigns, built for targeted acquisition.

Donor First creates fully customised commercial campaigns for business objectives beyond fundraising. They mirror the structure of a fundraising campaign, with enhanced functionality where needed, and performance is tracked through the Fundraising Portal.

Talk to us about commercial

Tailored campaigns

Built around each business’s acquisition goals, with the structure and controls of a fundraising campaign.

Custom acquisition dashboards

Lead volumes, engagement rates, conversion data and territory coverage in a single view.

Advanced scheduling

A custom calendar to assign surveyors, define territory boundaries and oversee attendance, with live updates.

TESTIMONIALS

Trusted to work smarter, faster and with confidence.

WHO WE WORK WITH

Charities, lotteries and commercial partners.

A selection of the organisations we have worked with around the world.

See it working in your programme.

Tell us about your markets, agencies and volumes. We’ll walk you through Donor First, payments and the Fundraising Portal on a live demo built around how your programme runs.

  1. 1
    Tell us about your programme

    Your markets, agencies, volumes and payment providers.

  2. 2
    We tailor the demo

    Set up around how your campaigns run in the field.

  3. 3
    See it live, end to end

    Donor First, payments and the Fundraising Portal, from doorstep to data file.

Fill in the form and we’ll set up a live demo around your programme.

Loading the form… If it doesn’t appear, email amarley@yellowtreetechnology.com.