Gifts, dues and repayments, all settling at your bank
Mission-driven organizations collect money from many people for many purposes, and every dollar has to be tracked to where it was meant to go. Finli gives faith-based organizations, business associations and CDFIs one place to collect, acknowledge and pay, with the funds at their own bank or credit union.
How money moves in nonprofits and associations
- Supporter invitedA giving page, dues invoice or payment link goes out by email or text.
- Gift or payment madeDonors, members or borrowers pay by bank transfer, card or Apple Pay, once or on autopay.
- Tied to its purposeEach payment is recorded to a fund, membership or program on the person's record.
- AcknowledgedReceipts go out automatically, and giving history is kept for year-end statements.
- Settled at the bankFunds settle into the organization's own account at the institution.
Programs in this family
Faith-based organizations
Congregations give on the weekend, online and through pledges, and each gift may belong to a different fund.
Business associations
Chambers and trade associations bill dues on renewal cycles, sell event tickets and sponsorships, and keep members engaged between events.
CDFIs
CDFIs collect small loan repayments, raise funds, run training programs and support borrowers long after closing.
For banks and credit unions
Nonprofits and associations bring operating accounts, building and reserve funds, and boards made up of local business owners. When giving and dues settle at your institution instead of a giving platform's merchant account, you keep the deposits and the relationship. Programs that serve these organizations may support CRA consideration; your examiner decides.
Talk about this programStart with a 30-minute conversation
Bring your questions about deposits, launch or a specific industry. A first call is for answering them — a full walkthrough for your wider team comes after, whenever you want it.