A free CRM for small fundraising shops.

Donors, gifts, and notes in one place instead of a spreadsheet. Free forever.

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Espresso CRM 50 contacts · 20 accounts · 12 fields

This is your data. Edit any cell or field here, or just ask Latte.

NameAccountTypeLifetime givingLast giftCapacitySource

Kevin LindqvistRainier Tech PartnersDonor$47,000Apr 10, 2026$100K+Raiser's Edge

Marcus WilliamsWilliams HouseholdBoard$28,900Apr 2, 2026$50K-$100KVolunteerHub

Priya RamanNorthgate Medical GroupDonor$22,500Jan 22, 2026$50K-$100KRaiser's Edge

Yuki NakamuraNakamura HouseholdDonor$19,700Mar 22, 2026$25K-$50KRaiser's Edge

Sarah ChenChen HouseholdDonor$18,400Mar 14, 2026$50K-$100KRaiser's Edge

Elaine VargasCascade Community FoundationProspect——$100K+Espresso

Doug FeldmanBallard Rotary ClubVolunteer$5,400Mar 31, 2026$1K-$10KVolunteerHub

Jennifer ParkPark HouseholdDonor$3,200Mar 28, 2026$1K-$10KRaiser's Edge

Drop a spreadsheet to importdonors-2026.xlsx · 156 rows

donors-2026.xlsxImport · 156 rows

Name, email, phone, address8 columnsMapped

Gift date, amount, fund3 columnsMapped

Notes columnFree textSaved as contact reports

7 rows look like duplicatesReview

Your spreadsheet stays untouched

Leave the spreadsheet behind.

Contacts and households, gifts and pledges, notes and contact reports. Bring in whatever you have today, spreadsheet included.

Get Espresso

Three things it does for you.

Espresso writes your interactions into the record, gets your data back out, and lets you reshape it yourself. That is the whole of it, on purpose.

David KimApr 18Inbox

"Good meeting today. Send over the multi-year MOU when you get a chance, and loop in whoever runs the youth program."

Contact reportDavid Kim · BB-00054321Drafted from the email

TypeEmailApr 18, 2026

Summary

Asked for the multi-year MOU. Interested in the youth program his son volunteers with.

Action items

Send MOU templateLoop in program director

Next step: follow-up call, May 8

Logged to David Kim's record

2 action items queued · Original email archived to his timeline

Contact reports, written for you.

Every email, call, and meeting note is drafted into a structured contact report. Nobody types it in, and nothing lands on the record until someone says yes.

Lapsed donors over $25084 of 50 contacts shown

NameLifetimeLast gift

Bev Adeyemi$7,800Oct 2025

Walter Pinsky$4,100Dec 2025

Ingrid Solheim$2,100Nov 2025

Rebuilds every time you open it

Portfolio healthEspresso CRMShow table

Total giving$1.48M

Accounts20

Average per giver$36,100

Major donors9

Your data, back out on request.

Filter any field, save the view, export the CSV. The standing numbers your board asks for are a click, not a project.

Add a board giving section to the CRM and backfill it.

I can add that to Espresso CRM directly. Your schema is editable, so this is just new fields on the existing records. Here is what I would create, with a backfill where I have a confident value:

Board giving section4 new fields on Contacts

FieldTypeExample

Board RoleselectTreasurer

Board Term Endsdate2027-06-30

Give / Get Commitmentcurrency$10,000

Committed to Datecurrency$6,500

Backfilled where confident

Added to Espresso CRM and backfilled where I had a confident value.

4 fields live on all 50 contacts · No change request, no consultant, no release window

Your schema, your call.

Add a field, rename one, change its type. The people doing the fundraising can reshape the database the week they need it, without filing a request or paying a consultant to do it.

Espresso statementApril 2026Riverbend Food Bank

Constituent records4,218$0.00

Gifts and pledges logged1,940$0.00

Contact reports written312$0.00

Storage, all of itforever$0.00

Total due$0.00

Free forever.

Not a trial, not a freemium tier that expires. We will never charge you to keep your donor data in Espresso, however long you keep it there.

Get Espresso

Thank everyone who gave in April, and flag anyone who upgraded.

Drafted 8 notes from April gifts in Espresso, each naming the fund they gave to. 3 gave more than last year, so those mention it. Nothing sends until you approve.

Kevin Lindqvist$4,000 to the annual fund · up from $2,500Upgraded

Marcus Williams$1,200 to the scholarship fundDraft

Jennifer Park$250 to the annual fund · first gift since 2024Reactivated

+ 5 more · sent from your address

8 thank-you notes sent

Logged as contact reports in Espresso · 3 upgrades flagged for a call

The upgrade is the agent.

Espresso holds the record. Latte does the work around it: donor outreach, wealth screening, grant cycles, briefings before a meeting. Same data, one upgrade, no migration.

See what Latte does

Two ways to get it.

Free either way, with a person to help you set up.

Through a Latte partner

Consultants who set it up, move your spreadsheets in, and run it alongside the rest of their work with you.

See the partner program

Directly from us

Book a short call. We set up your instance with you and check in as you get going.

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Storing your donors should cost nothing.

Free, with a person to help you get set up.

Get Espresso

A short call. We set up your instance with you.