Donor Intelligence
Prepare contributor outreach with giving history, engagement, and reviewable relationship context.
Learn moreFor PAC teams and treasurers
Run the committee. Keep the record ready.
Connect contributions, donor disclosures, filing preparation, communications, and audit history in one committee workspace.
Keep committee work ready for scrutiny and built for action.
Connect contributions, disclosure review, filing preparation, outreach, and audit history in one accountable workflow tailored to the people responsible for the record.
1From contribution to schedule line
Every contribution becomes a reviewable schedule line.
A donation enters the pipeline and moves through a limit and source check, a donor-disclosure check, and a schedule and line code — surfacing open items like a missing employer before they reach a filing. Your team resolves exceptions with the original context attached.
- Limit and source checks flag what needs a closer look
- Disclosure gaps surface as review states, not silent errors
- Each donation lands on the right schedule and line code
Bright Harbor PAC/Compliance · Contribution pipeline
Shows how a contribution advances through review and coding. It surfaces checks and open items for your team — it is not guaranteed legal automation.
2Treasurer-ready review
Assemble and review the filing before anyone signs.
Work the report through a clear sequence — configure, itemize, review, attest, export, and receipt. Itemization rows show disclosure state and review status inline, blocking issues stay visible, and totals reconcile as you resolve them.
- Stepper keeps configure, review, attest, and export in order
- Blockers and warnings are counted and never hidden
- Itemized and total amounts reconcile as issues clear
Bright Harbor PAC/Filing · April Quarterly (Q1)
Save draftSteps
Itemization · Schedule A
Feb 3Priya Nadeem$500SA11AINeeds review
Feb 9Coastline Builders LLC$2,500SA11CReady
Feb 18Marcus Ellery$250SA11AIReady
Mar 2Anonymous (unitemized)$45SA11AIIReady
2 blockers 3 warningsItemized $3,250Total $3,295
3Attest and hand off
Typed-name attestation, then a versioned artifact to hand off.
The treasurer certifies the report with a typed-name attestation and timestamp. The platform produces a versioned artifact with a checksum and receipt ID for a person to submit through the official portal — preparation and handoff, never regulator submission or acceptance.
- Typed-name certification captured with a timestamp
- Versioned artifact with checksum and receipt ID
- Manual portal handoff — no direct regulator submission
Bright Harbor PAC/Filing · Attest & hand off
Treasurer certification
I certify that I have examined this report and, to the best of my knowledge and belief, it is true, correct, and complete.
Typed name
Jordan Avery, Treasurer
Signed Apr 3, 2026 · 4:12 PM ETReady
Prepared artifact
Versionv4 · final
Checksumsha256:9f2c…a71b
ChannelManual portal handoff
Receipt IDBHP-F3X-Q1-0042
Download artifact
Prepares and versions the filing for a person to submit through the official portal. It does not submit to or confirm acceptance by any regulator.
4The committee beyond filing day
Contributors, events, outreach, and reports in one committee.
Filing is one loop in a larger operation. Contributors, events, email and SMS, phone outreach, and reports share the same workspace and readiness signals — so the record stays current between deadlines, not just before them.
- Contributor records stay coded and filing-ready year-round
- Events, email, SMS, and phone outreach in one place
- Report readiness is always a click away
Bright Harbor PAC/Committee · Operations overview
Contributors
Records
1,284
Coded
96%
Ready
Events
Upcoming
3
Bundled
$41.2K
Active
Email / SMS
Sent 30d
18.4K
Consented
92%
Ready
Phone
Calls 30d
2,106
Reached
38%
Active
Reports
Draft
1
Attested
3
Needs review
96% of records filing-coded
The committee operation between filing deadlines.
Connect donor context, stakeholder records, events, communications, outreach, automation, and role controls to the compliance record.
CRM
Keep contributors, stakeholders, events, outreach, and committee notes on one governed record.
Learn moreEvents
Connect receptions, briefings, attendance, ticketing, and follow-up to committee relationships.
Learn moreEmail & SMS
Coordinate committee communications while preserving consent and a durable contact history.
Learn morePhonebanking
Give outreach teams a controlled queue, approved script, and outcomes that return to the record.
Learn moreTeams & Permissions
Separate committee, compliance, finance, and outreach responsibilities without fragmenting the work.
Learn moreAutomations
Coordinate acknowledgements, review tasks, and outreach handoffs with visible workflow history.
Learn moreFundraising
Connect contribution intake and donor stewardship to the committee controls around the money.
Learn moreSee the platform against your committee structure.
Review pricing or schedule a demo around your committee type, filing scope, fundraising program, and operating team.
Different missions. One connected platform.
The same capabilities come together differently for every team. Explore the complete operating model designed for the people doing the work.
For campaigns
Run field, fundraising, communications, data, and reporting from one campaign operating system.
For organizers
Turn interest into durable volunteer roles, coordinated outreach, and measurable action.
For fundraisers
Build donor pipelines, recurring support, and stronger relationships around every donation.
For nonprofits
Connect advocacy, events, supporters, fundraising, and impact without stitching vendors together.
For PACs and committees
Coordinate fundraising, contribution controls, disclosures, review, and committee operations.
Keep the committee ready for filing day
Prepare, review, attest, and hand off filing artifacts from one connected committee workspace.
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