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.

Yellow Tree Technology
WHAT WE DO

Everything behind the sign-up, under one roof.

Ten years of F2F technology, built and run in-house. Tap any part of the diagram to see where it fits.

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 doorstep. Very different tool.

Switch between the Donor First app and a typical web form to see what changes.

SECURITY

Secure by design, not as an add-on.

Every pledge is protected from the moment it is captured on the doorstep to the moment it lands in your systems.

PCI DSS accredited

Payments are handled to PCI DSS 4.0, at the highest level of accreditation, backed by quarterly external security scans.

Encrypted files out

Client exports can be PGP encrypted and delivered by secure transfer, or sent straight into your CRM by API.

Private AI, never used for training

AI audio verification runs on our own private model deployments. Donor recordings are never used to train AI models.

Built and run in-house

Our own team in the UK and Ireland builds, runs and supports the platform, and individual records are deleted within 3 working days of a request.

Works offline

No signal on the high street? Sign-ups are captured on the iPad and sync when the connection returns.

Encrypted on the device

Donor data is encrypted at rest on the iPad, not left sitting in a browser.

Hardware a browser can’t reach

Microphone, camera and GPS power AI audio verification, licence and card scanning, and location controls.

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. Tap 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. Tap through each screen.

FEATURES ON THIS SCREEN
03 · YOUR BRAND, EVERY SCREEN

Every screen in the charity’s colours.

Headers, buttons and highlights are built in each charity’s colours, alongside bespoke pitch cards, thank-you media and a closing rehash screen that shows donors what their gift will do. Pick a colour and watch this real Donor First screen change.

TRY A BRAND COLOUR
04 · COMMUNICATE AT THE MOMENT OF SIGN-UP

The donor hears from you before the fundraiser walks away.

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.

05 · VALIDATE AND VERIFY

Every pledge checked before the fundraiser walks away.

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.
06 · PAYMENT PROCESSING

Payments built in, not bolted on.

Bank, debit and card payments run straight from the Donor First journey into the charity’s provider, with full API integration across the providers our clients use.

PCI DSS

PCI DSS 4.0.1 Level 1

The highest level of PCI compliance, covering every payment taken through Donor First.

Built on industry-leading cloud services, including Microsoft Azure Storage and AWS payment infrastructure, for the secure handling of sensitive data.

Integrated payment providers

A selection of the providers we integrate with
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
THE FULL PLATFORM

Every function, in one place.

Pick a function to see what it does and where it sits in the app and the Portal.

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.

OUR FUNDRAISING HISTORY

Ten years in F2F. Proven in global markets.

Region-specific solutions with consistent quality and compliance, wherever your programme runs.

2.25m
regular giving sign-ups processed
$2.7bn
in total charity value secured
700k
charity and commercial pledges a year
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.

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