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Donations and Donor Management Software

Ensure that every touch is on-brand, on-message and targeted for success. Our solutions help nonprofits and cultural attractions recruit, recognize and retain supporters, volunteers, members and donors at every touchpoint.

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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 a single unified database
  • Add a donation option to any event registration or membership purchase
  • PCI-DSS Level 1-compliant payment processing for security and fraud protection across your fundraising infrastructure

Prospecting and Donor Research

  • For any prospect, view complete history as well as personal and corporate connections
  • Identify and nurture new and sustaining donors
  • Tailor outreach strategies based on segmentation and historical results
  • Mobile app delivers complete and accurate data to gift officers on the go

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