Donations and Donor Management Software
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
- Add a donation option to any event registration or membership purchase
- “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
