The complete platform

Everything your non-profit needs

Donor management, fundraising, tax compliance and communications, built specifically for South African NPOs — not a global tool with a Section 18A template bolted on.

Donors

Build lasting relationships with every supporter

One record per supporter, whether they are an individual, a company, a close corporation or an NPC — with the identifying details a Section 18A certificate depends on.

Donor records

Contact details, giving history, and donor types — individuals, companies, close corporations and NPCs all in one place.

Self-service portal

Donors sign in with a link sent to their email to view their donations, download certificates and update their details.

Registration forms

Branded public forms for donor sign-ups that feed directly into your donor list.

CSV and bank import

Import donors and donations from spreadsheets or bank statements instead of retyping a year of records.

Donor notes

Track interactions, preferences and notes per donor so your team stays aligned.

Fundraising

Collect donations and run campaigns

Public pages you can point donors at, on your own domain or embedded in the website you already have.

Online donation pages

Branded pages with proof-of-payment upload, QR codes, and a review queue before a submission becomes a donation.

Campaign pages

Set a goal, track progress, and share the page — each campaign gets its own public URL.

Invoices and receipts

Create and send invoices for pledged donations, and track them from draft through sent to paid.

Project fundraising

Tag donations by project and category to see how funds are allocated across your initiatives.

Tax

Section 18A and IT3(d), handled

The part that has a deadline attached. Certificates your donors can claim, and a submission file validated against the SARS BRS before you send it.

Section 18A certificates

Generate SARS-compliant PDF certificates and deliver them by email, one at a time or in a batch.

IT3(d) file generation

Pipe-delimited BRS-format file generation, ready for upload to eFiling or the HTTPS channel — no manual formatting.

Pre-flight validation

Every missing ID number, duplicate certificate number and absent PBO reference is named with its BRS field before you generate.

Reports and SARS register

Donation summaries, the SARS register, and date range filters, exportable as a spreadsheet for your board or an audit.

Comms

Keep donors informed

Bulk mail respects consent and carries one-click unsubscribe. Certificates, invoices and portal logins never do — a donor cannot opt out of their own tax certificate.

Newsletters

Send updates to all donors or a segment, filtered to those who have consented to bulk email.

Automated reminders

Lapsed donor nudges, tax year-end reminders, a welcome series, and recurring thank-yous — on a schedule you set.

Email templates

Customise certificate and receipt emails with merge fields so they read in your own voice.

Donor chat

Message donors through a secure link and answer questions directly. Staffed by your team, not a bot.

Admin

Run the organisation

Multi-organisation from the ground up, so a bookkeeper or fundraising consultant can work across several NPOs from one login.

Multi-user teams

Invite colleagues with role-based access so everyone can contribute without seeing everything.

Owner, Admin and Member roles

Granular permissions covering who can add donors, issue certificates, view reports and manage roles.

Closed financial years

Donations in a closed tax year cannot be edited or deleted, so a submitted year stays exactly as you filed it.

Secure cloud storage

Your data is encrypted and backed up automatically — no servers to run and no backups to remember.

Mobile appNot yet built

A progressive web app for fundraising away from a desk.

Developers

Connect it to what you already run

If you only need a working donation form, the embed is two lines and needs none of this.

Website embed

A dependency-free script that drops a donation form into any site, forwarding UTM parameters for attribution.

JSON API

Key-authenticated endpoints for campaigns, organisations, donors, donations and proof-of-payment uploads.

Origin allowlisting

Embeds only render on domains you have approved under Settings → Website integration.

Bot protection and rate limits

Turnstile on public forms, with typed error codes so a failure tells you what actually went wrong.

Support

Someone to ask

Compliance software is only useful if you can get an answer when a deadline is close.

Onboarding assistance

Help getting your organisation set up and your existing donor records moved across.

Service level agreement

A service level agreement covering uptime, so your donation pages are up when your donors are.

Regular updates

Ongoing improvements, including keeping pace with changes to the SARS BRS specification.

Start with the tax year you're in

Set up your organisation, bring in the donors you already have, and issue your next certificate from Hopely instead of a template.