How it works

From a pile of names to a weekly plan.

Kindred keeps one relationship in view through two contexts: The Approach before a first gift and The Path after it. Here is the rhythm, start to finish.

CRMs store information. Kindred rOS creates relational clarity.

How Kindred helps

Cleaner lists, better follow-up, less anxiety.

Three unhurried steps take you from a pile of scattered names to a relational plan you can understand and act on.

01

Gather the names

Bring everyone into one place with a quick name-storm or an import. No filtering yet, just the people who come to mind.

02

Make a few honest reads

Make five honest inputs across four relational lenses. Kindred sorts the full list visibly and helps set an appropriate Strategy.

03

Work your weekly plan

Choose the next Relational Move, invite with care, honor the response, and keep every promise in a place you can return to.

See how Kindred compares to traditional tools
01

Name-storm

Start by listing everyone who comes to mind, roughly two hundred names, no filtering. Family, friends, old colleagues, people from church, the person who always asks how the work is going. Like rings on a tree, you are simply getting them down in one place.

02

Make five honest inputs

Monthly High Hope and Annual High Hope sit inside Capacity, followed by Attributes, Relationship, and Engagement. These revisable reads help prioritize attention without ranking a person's worth. See what C.A.R.E.™ means →

03

Watch it sort

The list reorders visibly into Personal Invitation, Personalized Invitation with Follow-Through, and Shared Experience and Invitation. Strategy guides relational intensity. A human still chooses the specific Relational Move.

04

Work your weekly plan

Each week Kindred shows you a short, realistic list: who to invite, who to thank, who is due a check-in. You do the next faithful thing, mark it done, and the plan updates. Support-raising becomes a steady rhythm instead of a Sunday-night scramble.

One relationship, held over time

A first gift is a threshold, not a finish line.

Before a first gift, The Approach helps a fundraiser invite wisely. After a first gift, The Path helps the Organization care faithfully without losing the history, promises, or person.

01 / The Approach

Invite wisely.

Before the first gift.

Someone comes to mind. C.A.R.E. and the full sorted list help set Strategy. The fundraiser chooses a Relational Move, invites participation, and follows through.

  • Someone comes to mind
  • C.A.R.E., Strategy, and one Relational Move
  • Invitation, response, and respectful follow-through
The question

"What is the wisest next invitation for this person?"

02 / The Path

Care faithfully.

A first gift begins stewardship. Donor, Partner, Supporter, and Faithful Friend reflect the relationship that truly exists within the recurring rhythm of the Four Seasons.

  • Human-confirmed reflective profiles, never levels
  • Connection, Shared Story, Participation, and Gratitude
  • A larger gift never determines relational depth
The question

"What kind of care does this relationship need now?"

The Approachfirst giftThe Path

Four relational lenses. Five honest inputs.

C.A.R.E.™ turns a scattered list into a strategy you can understand.

The sort considers Capacity first, then Attributes, Relationship, and Engagement. Capacity comes first because it matters least. Twenty reviewed Relationships creates a provisional Strategy, thirty gives stronger confidence, and forty or the complete intended smaller list creates a trusted working sort. No individual score determines human value or eliminates judgment.

C

Capacity (Financial)

Monthly High Hope and Annual High Hope are planning possibilities, not predictions, promises, or measures of worth.

A

Attributes

Do they share your heart for the mission? Belief and alignment matter more than any number.

R

Relationship

How close are you, really? A dear friend and a distant contact deserve different first steps.

E

Engagement

Are they leaning in lately, opening notes, replying, showing up? Or have things gone quiet?

What the scoring does not mean

Kindred helps prioritize attention, not human worth. A person's value is never determined by their capacity, their engagement, or their likelihood of giving. The reads simply help busy fundraisers decide where to start this week, so the quiet, faithful people are not forgotten while the loud urgent ones take all the air.

The Path and the Four Seasons

Relational location held within a recurring rhythm.

The Path reflects Donor, Partner, Supporter, and Faithful Friend as human-confirmed profiles. Connection, Shared Story, Participation, and Gratitude give the Organization a recurring rhythm for care. Timing and activities remain configurable.

The Path: Donor, Partner, Supporter, Faithful Friend The Path: Donor, Partner, Supporter, Faithful Friend
The recurring Four Seasons: Connection, Shared Story, Participation, and Gratitude The recurring Four Seasons: Connection, Shared Story, Participation, and Gratitude
Inside Kindred

What you actually see and do.

Your list, sorted

One clean view of everyone, grouped into clear strategies instead of a flat spreadsheet.

This week's plan

A short, doable list of invitations, thank-yous, and check-ins for the days ahead.

A record of C.A.R.E.™

Notes and history for each person, so you remember the last real conversation, not just the last gift.

Begin with the relationships already in your care.

See the people. Choose the next faithful move. Keep the promises that matter.

Begin with Kindred Explore Kindred for your team