Easily access, edit, and manage comprehensive donor data, including giving history, recurring donations, demographic info, and so much more.
Create powerful audience segments with useful filters that take the headache out of nonprofit donation management. Filter by last donation date, giving capacity, and more.
Develop custom parameters to create powerful donor lists that enhance your fundraising initiatives. Track donor retention and monitor progress.
Assign each staff member their own portfolio of donors to help develop personal relationships and boost donor retention.
Keep track of all your donor communications in one delightful place. Log and track interactions directly on donor profiles within the donor CRM so you're always one step ahead.
Migrate your entire legacy donor database into our seamless and robust nonprofit donor management software.
Assign soft credits within the donation management CRM and track how your personal network is impacting your fundraising efforts.
Create donor profiles for companies, affiliate groups, and organizations, then assign a point of contact.
Enhance your donor profiles with social data pulled from top social media platforms, including Facebook, Twitter, and LinkedIn.
Assess your donors' giving capacity with reputable wealth reporting technology.
Send automated emails to donors at the right time—base email blast timing on donation activity.
Manage your recurring donations and update credit card information directly from the donor's profile in the fundraising CRM.
Apply advanced tags to easily identify successful campaigns. Tagged information can be used to quickly build lists, develop reports, and run A/B tests.
Automatically send donors their annual tax information with customized emails.