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 Payment Methods
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
Let’s Get Social