Built for Executive Directors

Everything you need to lead, in one place.

Charity Captain brings your board, your donors, your finances, and your to-do list together — so you can stop switching tabs and start leading.

01 / 06

Command Center

Your week, at a glance.

Every Monday, get an AI-generated briefing of what actually needs your attention — pulled from your board, your donors, your finances, and your own task list. No more starting the week by digging through five different tools.

  • AI-generated weekly briefing every Monday
  • Pulls from board, donors, finances, and tasks
  • Prioritized action list — most urgent first
  • One view to start every week with clarity

Monday, Aug 25

Weekly Briefing

Board report due in 3 days
Governance
Follow up with Sarah Chen (lapsed donor)
Donor
990 filing deadline in 6 weeks
Compliance
Staff check-in overdue — Marcus
Team
Donor health score82/100
02 / 06

Board & Governance

Board updates that write themselves.

Charity Captain drafts your board reports automatically from your real data. Track board member engagement and catch disengagement before it becomes a problem.

  • Auto-drafted board reports from live data
  • Board member engagement tracking
  • Early-warning flags for disengagement
  • Meeting prep and minutes in one place

Q3 2026 — AI Generated

Board Report Draft

"This quarter, we served 847 community members — a 12% increase over Q2. Our board engagement score is 74/100, with two members flagged for re-engagement..."

Maria Santos
James Okafor
Linda Park

Board engagement — last 90 days

03 / 06

Donors & Revenue

Never lose track of a relationship.

See which donor relationships need attention before they go cold. AI drafts your follow-ups — you just review and send. Grant deadlines tracked automatically, so nothing slips.

  • Relationship health scores for every donor
  • AI-drafted follow-up messages
  • Grant deadline tracking and reminders
  • Revenue pipeline visibility at a glance

3 need attention

Donor Relationships

Sarah Chen

$5,000/yr

At risk

The Hartley Fund

$12,500/yr

Healthy

Marcus Webb

$1,200/yr

Lapsed

AI draft ready for Sarah Chen

Review follow-up →

04 / 06

Systems & Operations

Compliance, handled.

Your 990 deadlines, state filings, and insurance renewals, tracked automatically. Cash flow forecasting that actually accounts for how nonprofit funding really works.

  • 990, state filing, and renewal deadline tracking
  • Nonprofit-aware cash flow forecasting
  • Compliance calendar with automated reminders
  • Vendor and contract management

Next 90 days

Compliance Calendar

Form 990 filingSep 15
State charity registrationOct 1
D&O insurance renewalOct 30
Annual auditNov 15
05 / 06

Leadership & You

Support for the person carrying it all.

Get AI coaching for the hard conversations — board pushback, tough donor asks, difficult staff moments. See how you compare to similar organizations. Get nudged to actually take time off.

  • AI coaching for difficult conversations
  • Benchmarking against similar organizations
  • Wellbeing nudges and time-off reminders
  • Personal leadership reflection prompts

AI-powered guidance

Leadership Coach

Preparing for a tough board conversation?

"Start by acknowledging the concern directly, then anchor to shared mission. Avoid defensiveness — frame it as a collective challenge..."

Peer benchmark scoreTop 30%
Days since last day off47 days ⚠
06 / 06

Delegate Without Losing Sight

Hand off the work, keep the visibility.

Assign specific areas to staff or volunteers while you still see the full picture. Everything rolls back up into your one weekly briefing, no matter who did the work.

  • Role-based access for staff and volunteers
  • Task assignment with progress visibility
  • All work rolls up into your weekly briefing
  • Accountability without micromanagement

4 active assignments

Delegation Board

Donor thank-you callsPriya M.
75%
Board packet prepJames T.
40%
Grant report draftKeisha R.
90%

All activity rolls up to your weekly briefing

Ready to run your organization from one place?

Free to start. No credit card required.