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Essential nonprofit development software for major giving, planned giving, and more

In addition to ClearView CRM’s fundraising and donor relationship management tools, you’ll find the essential operational and administrative capabilities that keep your donor services department moving smoothly. The benefits range from greater efficiency and automation to secure payment processing, a streamlined major or planned giving pipeline, and more accurate data.


Donor profiles

At your fingertips: A wealth of information on your donors and other constituents. See in-depth data on giving history, touches, connections to your organization, volunteer activity, and more, all in a view that your organization can tailor to meet the needs of front-line fundraisers' needs.

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Prospect research

Conduct wealth screening on prospect lists, then use the comprehensive data to create targeted solicitation and donor lists. Rate candidates for major/planned gift proposals, track the history of your prospect research, and segment and run lists from your database.

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Opportunity management & major giving

With ClearView's Opportunity Management feature, you can confidently manage the opportunities for raising funds for your organization, including the highly individualized processes of developing major and planned gifts. ClearView CRM also takes the unpredictability out of major gift fundraising by tracking the progress of your solicitations, among other helpful tools.

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Planned giving

Make use of ClearView's comprehensive constituent relationship management to support your planned gift program, including tools for forecasting, reporting, and analysis.

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List manager

Keep your most important planned and major giving prospects at your fingertips with List Manager. Create and manage lists for research, mailings, and other uses, and create dashboards to organize your lists.

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Capital campaign

Manage all tactics related to your organization’s capital campaign, including budgets, cultivation opportunities, payments, prospect research and more. Integrate events, communications and electronic records with campaign activities.

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