Donor Management

Powerful and efficient donor management software platform that gives you a firm foundation to strengthen donor relationships and increase fundraising in less time.

Donor Portal

Enable your donors to log in and view their donation history, download their contribution statements and update their contact and payment information.

Organizations have the option to allow donors to update, modify and cancel their sponsorships, start conversations and message with their sponsorships, manage their personal fundraising campaigns and view a custom news feed upon login.

Built for Engagement

View your donor records, latest transactions, key details and contact activity in one central location. We analyze the data for you so you can focus on engaging your donors.

Benefit from knowing key insights into your donor’s activity from day-to-day transactions to the big picture overview.

Key Features

A simple, user-friendly donor management platform. Better understand your donors so you can spend your time engaging them.

Unlimited Admins

Give access to any number of team members and set permission levels to control access.

We want to give you full control of how your admins use our system.

Task Management

Create admin tasks and reminders, view past-due donations and record any contact activity.

We want to simplify how you manage your tasks so you can focus more on your mission.

Relationship Tracking

Group and segment your donors based on relationship, household, employer and contact information.

We want you to be better organized in how you associate your supporters and groups.

What’s Included

Basic Donor Management

Sponsorships & Campaigns Plans

  • Unlimited Donor Records

  • Mail Merge

  • Generate Giving Statements

  • Multiple Addresses and Phone Numbers

  • Add Custom Fields

Full Donor Management

Essentials, Pro & Pro Plus Plans

  • All Basic Donor Management Features

  • View Donor Activity and History on Single Page

  • Custom Forms

  • Merge and Resolve Duplicates

  • Email Directly from a Supporter Record and Track Opens

  • Tasks and Reminders

  • Notes – Make Note of Contact or Staff Discussion

  • Record and Track Pledges

  • Influence Score

  • Customizable Email Templates

  • Groups – Organize by Group Affiliation

  • Segments – Organize based on Donation, Sponsorship and Campaign Counts

  • Text Blasts – Initiate and Send a Text Message Directly from Portal