Turn messy donor data into board-ready reports your leadership can actually use
Upload or send a CSV/Excel export. BoardBrif helps clean, organize, and turn your data into a board-ready report in minutes.
✔ Upload a CSV or Excel export from your donor system
✔ Clean & map key fields
✔ Create a board-ready dashboard and PDF report
No credit card • Anonymized data welcome • Built for nonprofit teams
Private and secure. Your data is never sold.
For sample reports, donor names and contact details are not needed. Anonymous donor/supporter IDs are enough.
How It Works
From raw export to board-ready reporting in three simple steps.
1. Send anonymized data
Use donation or fundraising data with dates, amounts, and donor/supporter IDs.
2. BoardBrif organizes the report
BoardBrif helps turn your data into simple metrics, charts, donor insights, and board-ready summaries.
3. Review your sample report
Start with one free sample report. If it is useful, full report service starts at $149.
Who It’s For
Built for nonprofit teams using spreadsheets, donor exports, or simple fundraising records
Executive Directors — Get clear board summaries without building reports manually.
Development Teams — Turn donor exports and fundraising spreadsheets into usable reporting faster.
Finance/Admin Staff — Reduce spreadsheet cleanup and recurring report prep.
Note: BoardBrif is not a donor CRM, accounting system, or payment processor. It helps turn existing fundraising data into clearer reports.
Need a board-ready donor report from a spreadsheet?
BoardBrif helps small nonprofits turn donation or fundraising spreadsheets into clean, board-ready reports for leadership review.
You do not need to share donor names, addresses, phone numbers, emails, payment details, or private notes. Anonymous donor/supporter IDs, dates, and amounts are enough for a sample report.
Send a small, anonymized spreadsheet and BoardBrif will create one free sample report. If it’s useful, a full report service starts at $149.
No donor names, contact details, payment details, or private notes needed.
Example dashboard and report output generated from spreadsheet data.
See the type of board-ready summary BoardBrif can create from anonymized spreadsheet data.
What your report can include
Board-ready summaries built from donation or fundraising spreadsheet data.
Get a clear executive snapshot
→ See revenue, donor trends, and retention in one place.
Review your data before reporting
→ Catch errors before they reach leadership.
Receive a board-ready report
→ Get a polished PDF summary for leadership review.
Sample BoardBrif Report Preview
BoardBrif turns donor exports into clear executive reporting for nonprofit leadership and board meetings.
This sample shows the type of board-ready report BoardBrif can create from anonymized donation or fundraising data.
👉 See exactly what your board will get
Request a Sample Report or BoardBrif Access
Tell us what you need help with, and we’ll follow up with the next step. You can request a free sample report, early app access, or paid report support.
For sample reports, please use anonymized data only.
You can use this form for:
- Free sample report from spreadsheet
- Early access to the app
- One-time board-ready report
- Monthly board report service
- Not sure yet
We are currently working with a small number of nonprofits so we can provide close support.
Tell us a little about your organization, and we’ll follow up if BoardBrif looks like a good fit for your reporting needs.
We do not sell your personal information. Please remove donor names, contact details, payment details, and private notes before sharing sample files. By submitting this form, you agree to our Privacy Policy and consent to being contacted about your BoardBrif request.
What happens next
1. We review your request
We’ll look at whether you requested a sample report, app access, or report support.
2. We follow up by email
If it looks like a fit, you’ll receive next steps for sending anonymized data or testing BoardBrif.
3. You start with a low-risk sample
You can begin with one free sample report before deciding whether to use paid report support or app access.
4. Your data should be anonymized
Please remove donor names, addresses, phone numbers, emails, payment details, and private notes before sharing sample files.
Turn your donation spreadsheet into a board-ready donor report
No CRM required. BoardBrif works with existing nonprofit spreadsheets, donor exports, and fundraising data.
Start with a free sample report.
Not sure whether BoardBrif is right for your organization? Send an anonymized donation spreadsheet with gift dates, gift amounts, and donor/supporter IDs. BoardBrif will create one free sample report so you can see the output before choosing a plan.
Required fields: gift date, gift amount, and donor/supporter ID.
Done-for-You Report
Starting at $149 per report
Best for nonprofits that want the report prepared for them
Send your Excel or CSV donation file and receive a board-ready donor report with gift trends, donor activity, revenue summaries, and data quality notes.
Standard
$29 per month
For small nonprofits that want app access
Generate dashboard reports, donor trends, retention tracking, program breakdowns, data quality checks, and PDF exports.
Pro
$79 per month
For deeper reporting, exports, and priority support
Everything in Standard, plus Excel export, advanced donor insights, deeper donor analysis, enhanced data quality tools, and priority support.