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Site Stacker Proposal

A Strategic Partnership for Growth

Visualizing a new path forward powered by Site Stacker.

Understanding Your Needs

Based on our conversation on July 22, 2025, we've identified key challenges in your current workflow and mapped them to powerful solutions within Site Stacker. This visual guide compares your current state with the future possibilities.

Your Current Tech Stack

Denari

Main Sponsorship CRM

Workspace

Child Information Data

Classy

Peer-to-Peer Fundraising

QuickBooks

Accounting

Current Challenges with Denari & Associated Systems

Fragmented Data & Systems

Data is siloed across Denari, Workspace, and Classy, preventing a single source of truth and creating manual work for reporting and reconciliation.

Poor Donor Experience

The current giving process creates friction, requiring account creation upfront and lacking a modern, streamlined cart experience. This likely leads to higher donation abandonment.

Inflexible & Restrictive

Denari is unable to handle custom sponsorship needs (e.g., multiple costs for one child). Limited API access and development capabilities stifle innovation and efficiency.

Manual Financial Processes

Transactions require manual entry into QuickBooks. Batches must be closed before data is visible, causing delays in reporting and a lack of real-time financial insight.

The Site Stacker Solution

Unified All-in-One Platform

Consolidate your entire workflow. Site Stacker provides a comprehensive CRM, CMS, sponsorship module, peer-to-peer fundraising, and more, creating a single, powerful data hub.

Streamlined & Engaging Giving

A frictionless checkout allows donors to give to multiple funds (sponsorships, projects) in one transaction, without creating an account first. Includes donor fee coverage options.

Empowering & Flexible

Build the exact workflows you need. Site Stacker supports complex giving scenarios and provides robust API access, encouraging your team to innovate and manage the platform effectively.

Automated & Integrated Finances

Online gifts post in real-time. Generate a mapped IIF file for easy, accurate export to QuickBooks, separating detailed donor management from top-line accounting.

Rethinking Financial Workflows

A key transformation will be separating donor management from your general ledger. Site Stacker becomes the single source of truth for all gift and donor details, while QuickBooks is streamlined for high-level accounting.

Current: Hybrid System

Checks
Online Gifts

All Gift Types

QuickBooks

Manual entry for all transactions. Donor details and gift designations ("Class Funds") are managed directly in the GL.

Future: Integrated System

Checks
Online Gifts

All Gift Types

Site Stacker

Manages all gift designations, donor data, sponsorships, and projects in real-time.

IIF Export

QuickBooks

Functions as the clean General Ledger. Receives summarized financial data from Site Stacker.

Suggested Project Timeline

Final Decision & Partnership

Build consensus with all directors and the CEO. Finalize the scope, complete the Missional Innovator Grant application, and make the final partnership decision.

Project Launch & Consultation

Kick off the project with an in-depth consultation phase. Begin data analysis, cleansing, and planning for the migration from Denari and other systems.

Implementation & Migration

A 6-7 month implementation window. This includes platform configuration, data migration, custom workflow development, team training, and parallel testing.

Go-Live & Ongoing Partnership

Launch the new, unified Site Stacker platform. Begin the first year of adoption with dedicated support, training, and a focus on continuous improvement and innovation.

© 2025 Site Stacker. All rights reserved.

This proposal is a visual summary of our discussion.