Ready-to-use donor management tools built specifically for nonprofit organizations to maximize and retain their donors.
Access your donor profiles to view their giving history and details like recurring donations, demographic data, interactions, and more. Need to make a change to their account? That's easy too!
Optimize your campaigns with easy reporting. Creating audience segments is a breeze with simple filter selections built for nonprofits. For example, filter on "last donation date" or "giving capacity."
Create dynamic lists of supporters based on parameters you control. Track the progress of retention or fundraising initiatives.
Assign donors to your portfolio and build personal relationships that sustain giving. Each donor relationship manager can have their own portfolio of donors.
Log every interaction with a supporter for more detailed and informed relationship tracking.
Migrate your historic donor database and current recurring donors into one seamless donor management tool built for nonprofit fundraising.
Add soft credits to donations and keep track of how personal relationships and networks are impacting your fundraising efforts.
Sometimes a donor is not a real person, but a company or affiliate group. These institutions can have their own profile with a contact for a real person.
Social data is surfaced directly on a donor profile. This includes Facebook, Twitter, and LinkedIn pages.
See the giving capacity of your donors with leading wealth reporting technology.
Send automated emails with the right message, to the right supporter, at the right time.
Manage your recurring donor subscriptions and update credit cards right from the donor profile.
Advanced tagging allows you to easily identify the campaigns and giving forms that your supporters responded to. Tag information can be used to quickly and easily build lists, run reports, track A/B testing, and more.
Send your donors their yearly tax summary receipt, before they come asking for it, with a customizeable automated email.