MortarStone

What MortarStone does

MortarStone is a US-based, Dallas-headquartered SaaS company that provides giving-analytics software primarily to Christian churches, with the broader mission of equipping churches, donors, and financial advisors to grow in generosity. Its core product is a cloud-based platform that connects via native integrations to 16+ Church Management Systems and giving processors (including PushPay, Planning Center, FellowshipOne, Rock RMS, TouchPoint, SubSplash, ShelbyNext, MinistryPlatform, Breeze, CCB, Elvanto, Deka, Elexio, Churchteams, F1 Go, SecureGive, and Engiven), ingests transactional giving data, and transforms it into 60+ reports covering giver segmentation, retention, tithing, location-based giving, asset-based gifts, and campaign analytics. The platform includes a Giving Insights module for donor segmentation and a Budget Management module with a 12-month giving forecast; in April 2025, MortarStone launched MortarStone Forecast as a standalone budgeting tool. The company's stated dataset—661 churches, 2.5 million+ households, and approximately $18 billion in gifts tracked across four years—underpins its Annual Generosity Report and benchmarking features.

MortarStone monetizes through a three-tier subscription model with a freemium entry point. The free Basic Track includes core analytic reports; the Growth Track is priced at $3/month (annual) or $5/month (monthly) and adds an AI Assistant, additional reporting, campaign tools, smart workflows, and Quarterly Guide Service; the Coaching tier at $5/month (annual) or $8/month (monthly) layers on a Monthly Guide Service that pairs churches with a dedicated stewardship advisor for monthly execution, quarterly reviews, and annual planning. The Coaching tier blends SaaS subscription with professional-services-style stewardship coaching. The go-to-market is product-led growth at the free tier, paired with a sales-assisted motion for paid tiers (demos, consultations) and an extensive content marketing program (blog, webinars, Annual Generosity Report, free devotionals and guides). Distribution is direct via the company website, supplemented by a consultant/partner channel and deep integration partnerships with ChMS vendors.

The operating footprint is concentrated in the United States; support is handled by a small team (11-50 employees) led by co-founders David Thoroughman (CEO) and Craig Rogers (COO), alongside a CFO, CTO, Chief of Staff, Director of Professional Services, sales and customer success functions, and several engineers. MortarStone is privately held, with no disclosed institutional funding, M&A activity, or parent company indicated in source material. Certifications include SOC 2 Type 2, SOC 3, and PCI DSS (via Stripe and the hosting provider).

Name

MortarStone

Legal name

MortarStone

Website

https://mortarstone.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

MortarStone is a Dallas-based SaaS platform that ingests giving data from 16+ Church Management Systems and turns it into donor analytics, benchmarking, and 12-month giving forecasts for US churches, sold via a freemium-to-paid three-tier subscription.

Ownership category

akta.pro rank

Product category

Church Giving Analytics Software

NAICS

Religious Organizations (8131), Religious, Grantmaking, Civic, Professional, and Similar Organizations (813), Grantmaking and Giving Services (8132)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Advancement Services & Donor Operations (CRM, Gift Processing, Stewardship) (EDALAOAD)

akta.pro secondary industries

Local Congregations & Worship Communities (Churches, Mosques, Temples, Synagogues) (BPAGAJAA), Denominational & Ecclesiastical Governance Bodies (Dioceses, Synods, Conferences) (BPAGAJAB)

Keywords

• Church giving analytics
• Donor management software
• Nonprofit fundraising tools
• Church management integrations
• Generosity stewardship platform

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Subscription Plans: Three-tier subscription model: Free Basic Track (limited features), Growth Track at $3/month (billed annually) or $5/month (billed monthly), and Coaching tier at $5/month (billed annually) or $8/month (billed monthly). Revenue primarily from recurring subscription fees.
2. Professional Coaching Services: Contextualized stewardship coaching programs including giver database cleaning, screening, strategic communication, staff training, and ongoing coaching. Part of Coaching tier offering.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels7 records

Core offering

MortarStone builds and sells a cloud-based church giving analytics SaaS platform that connects to 16+ Church Management Systems and giving processors to ingest donor transaction data. It transforms that data into 60+ stewardship reports, donor segmentation, 12-month budget forecasts, automated giver engagement workflows, and optional hands-on stewardship coaching delivered by dedicated advisors for higher-tier subscribers.

Product overview

MortarStone is a unified church giving analytics platform with a tiered subscription model comprising three plans: Basic Track (free), Growth Track ($3/month annual), and Coaching ($5/month annual). The core platform integrates with 16+ Church Management Systems to pull transaction data and transform it into 60+ reports and actionable ministry insights. Key modules include Giving Insights (donor segmentation and analytics), Budget Management (12-month forecasting), and MortarStone Forecast (standalone budgeting tool). The Coaching tier adds the Monthly Guide Service for hands-on partnership. Additional offerings include a Legacy Impact Living 30-Day Devotional for mature givers and an Annual Generosity Report based on aggregated industry data.

Differentiator

Problem solved

Functional benefit

Products and services

• MortarStone Platform Cloud-based church giving analytics platform that connects to 16+ Church Management Systems and giving processors, transforms donor transaction data into 60+ reports and dashboards, and powers donor segmentation, budget forecasting, and automated engagement workflows for US churches.
• MortarStone Forecast Standalone budgeting tool that uses historical giving data to forecast future contributions, surface why giving is shifting, and help churches build accurate, insight-driven budgets they can adjust throughout the year.
• Monthly Guide Service Full-service, year-round stewardship strategy and engagement system that pairs each church with a dedicated stewardship advisor delivering custom strategy, dashboards, monthly campaign execution, quarterly reviews, and annual planning.
• Legacy Impact Living 30-Day Devotional Electronic 30-day devotional designed for financial leaders and mature (age 60+) givers that walks readers through transferring values and valuables to heirs and causes they care about.
• Annual Generosity Report Annual industry research report that aggregates giving data across the MortarStone network to surface trends in generational giving, discipleship gaps, and stewardship strategy for churches and church leaders.

Quantifiable outcome

• 12.5% year-over-year growth in first-time givers (goal was 10%)
• +4 more outcomes

Named customers14 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration17 records

AI capability3 records

Feature6 records

Partnerships

18 partnerships are on record, tiered core and minor.

• PushPaycoreTechnology or IntegrationPushPay is a leading church giving platform. MortarStone integrates with PushPay to import giving data, enabling churches to access MortarStone's analytics and donor engagement tools with their existing PushPay data.
• SecureGivecoreTechnology or IntegrationSecureGive is a church giving and engagement platform. Integration allows churches using SecureGive to connect their giving data to MortarStone for enhanced analytics.
• TouchPointcoreTechnology or IntegrationTouchPoint is a comprehensive church management platform. Integration enables TouchPoint users to access MortarStone's giving analytics.
• SubSplashcoreTechnology or IntegrationSubSplash provides church apps and giving solutions. Integration connects SubSplash giving data to MortarStone's analytics platform.
• Planning CentercoreTechnology or IntegrationPlanning Center is a church management software suite. Integration connects Planning Center data to MortarStone for analytics and reporting.
• Rock RMScoreTechnology or IntegrationRock RMS is an open-source church management system. Integration enables Rock RMS users to access MortarStone analytics.
• FellowshipOnecoreTechnology or IntegrationFellowshipOne is a church management platform by ACS Technologies. Integration connects FellowshipOne data to MortarStone's giving analytics.
• ShelbyNextcoreTechnology or IntegrationShelbyNext is a church management and giving platform. Integration enables ShelbyNext users to access MortarStone's donor insights.
• MinistryPlatformcoreTechnology or IntegrationMinistryPlatform is a church management system. Integration connects MinistryPlatform data to MortarStone for enhanced giving analytics.
• Church Community Builder (CCB)coreTechnology or IntegrationChurch Community Builder is a church management platform. Integration enables CCB users to connect their data to MortarStone.
• BreezecoreTechnology or IntegrationBreeze is a church management software. Integration connects Breeze data to MortarStone's analytics platform.
• ElvantocoreTechnology or IntegrationElvanto is a church management platform. Integration enables Elvanto users to access MortarStone's giving insights.
• DekacoreTechnology or IntegrationDeka is a church giving and management platform. Integration connects Deka data to MortarStone for analytics.
• ElexiocoreTechnology or IntegrationElexio is a church management and website platform. Integration enables Elexio users to access MortarStone analytics.
• ChurchteamscoreTechnology or IntegrationChurchteams is a church management system. Integration connects Churchteams data to MortarStone's giving analytics.
• FellowshipOne GocoreTechnology or IntegrationFellowshipOne Go is a mobile church management app. Integration enables F1 Go users to connect to MortarStone.
• Grey Matter Research and ConsultingminorStrategic or Co-development PartnerResearch partner for lapsed donor studies and industry research. Grey Matter Research conducted in-depth studies on ministry donors that inform MortarStone's content and thought leadership.
• BBS & AssociatesminorStrategic or Co-development PartnerPartnered with Grey Matter Research on lapsed donor research report. BBS & Associates focuses on ministry stewardship and generosity consulting.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Funraise: Modern nonprofit fundraising platform with donor analytics, increasingly being adopted by faith-based organizations as an alternative to legacy CRMs.

Direct peers

• Pushpay: Leading church giving platform with native analytics features. Most directly comparable competitor as both an integration partner and overlapping provider of giving insights to US churches.
• Tithe.ly: Mobile-first church giving and engagement platform serving small and mid-sized US churches with dashboards and donor tools that overlap with MortarStone's analytics.
• Subsplash: Church giving, app, and engagement platform with giving analytics. Listed as an integration partner but competes for the same church analytics use case.
• Givelify: Mobile giving app widely used by US churches and faith communities, providing donor reporting that overlaps with MortarStone's analytics stack.
• SecureGive: Church giving hardware and software platform with reporting capabilities; serves as both an integration partner and adjacent analytics provider to MortarStone's customer base.
• Bloomerang: Donor management and fundraising CRM built for nonprofits and faith-based organizations with engagement scoring and giving analytics — directly comparable product set.

Broad incumbents

• DonorPerfect: Established nonprofit donor management platform with giving tracking, reporting, and CRM features that overlap with MortarStone's analytics for faith-based customers.
• Network for Good: Nonprofit fundraising and donor management software serving a wide range of faith and secular nonprofits with giving analytics and CRM.
• Blackbaud: Large nonprofit software incumbent with Raiser's Edge and other donor management products; serves some faith-based organizations and competes in giving analytics at the enterprise end.

Market position

Strengths5 records

Weaknesses2 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/mortarstone
• Facebookfacebook.com/MortarStone

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about MortarStone