Ensure that every touch is on-brand, on-message and targeted for success
ClearView’s donor management and fundraising solutions help nonprofits and cultural attractions recruit, recognize and retain supporters, volunteers, members and donors at every touchpoint.
Manage Donations Across Every Channel
Create, manage and track multichannel fundraising campaigns and strategies everywhere including responsive online forms, text-to-give, direct mail, peer-to-peer, events, call center support and more
All donations and donor data are recorded and available for reporting in ClearView’s single unified database
“Buy a Brick” and “adoption” donations are fully supported and can include immediate delivery of personalized certificates
PCI-DSS Level 1-compliant payment processing for security and fraud protection across your fundraising infrastructure
Prospecting and Donor Research
Identify and nurture new and sustaining donors
For any prospect, view complete history as well as personal and corporate connections
Easy access to aggregated and detailed records
Tailor outreach strategies based on segmentation and historical results
Mobile app delivers complete and accurate data to gift officers on the go
Optional integration with industry-standard wealth screening tools
Moves and Opportunity Management
Qualify, cultivate and steward donors on every step of a personalized donor journey
Organization-wide collaboration ensures perfect timing of every touch
Eliminate duplication and missed opportunities
Tailor workflows and triggers to match your organization’s strategies
Personal dashboards provide fundraisers with information about current, upcoming and overdue actions
Strategic Segmentation
Segment and select prospects and donors for any kind of campaign based on any or all information
Streamline segmentation with built-in wizards
Structure complex queries with powerful reporting tools
Easy export and optional add-on integrations
Maximize Major Gifts
Tailor and track stewardship strategies for different prospects and different goals
Identify prospective major gifts donors by any combination of criteria including participation, personal connections, corporate and foundation relationships and more
Major gift officers always have complete prospect information at their fingertips with our mobile app
Reporting and Analytics
Accurate and always-up-to-date data enables fast, incisive decision-making throughout your organization
View high-level or detailed data at a glance with flexible custom dashboards
More than 200 built-in standard reports that can be personalized and customized by non-technical staff
During onboarding, we’ll build an additional portfolio of custom reports that meet your team’s unique requirements
Self-Service Donor Portal
Empower constituents to manage their relationship with your organization
Donors can review their gift history and download acknowledgement letters, membership cards and more
Supporters can update payment methods, pause or update recurring donations, and change contact information and communications preferences
Constituents can access event registrations, tickets, membership cards and donation acknowledgements 24/7