Patron

Every supporter, every gift and every Gift Aid claim, looked after properly.

The problem

A regular donor's Direct Debit fails and nobody notices for four months. The Gift Aid claim is short because declarations were never recorded.

Who it is for

Charities of every size, especially small and medium ones.

What it does

• Supporter records with full history.
• Donations, one-off and regular.
• Gift Aid declarations and claims prepared for HMRC.
• Campaigns, appeals and challenge events.
• A legacy pipeline.
• Consent and contact preferences, kept in line with data protection and marketing rules.
• Thank-you workflows, and income linked to Wellspring and Headroom.

Why it is different

Charity CRMs are costly and complex for smaller charities. Patron gives them the essentials, owned outright.

AI and automation

AI drafts personal thank-you letters, spots supporters at risk of lapsing, suggests who to include in each appeal, and summarises a supporter's history before a call. Thank-yous on donation, failed-payment alerts and Gift Aid claim batches are prepared automatically for a person to review and send.

First release

Supporters, donations, Gift Aid declarations and thank-yous.