Manage your entire supporter base from one delightful place.
Access and control each individual's profile showing giving history, current recurring settings, demographic data, interactions, and more.
Smart Filters & Reporting
Segment supporters with filters built for the nonprofit. For example, filter on "last donation date" or "giving capacity."
Dynamic Supporter Lists
Create dynamic lists of supporters based on filters you set to track the progress of retention or fundraising initiatives.
Assign donors to your portfolio and build personal relationships that sustain giving.
Log every interaction with a supporter for more robust and informed relationship tracking.
Nonprofit donor management. Like woah.
Migrate your historic donor database and current recurring donors into one easy to manage supporter CRM built for nonprofit fundraising.
Donor profiles give you quick access to vital information. See donation history, current recurring settings, wealth screening data, past interactions, and contact information - all in one place.
Log interactions with your donors to develop more informed, impactful relationships and avoid overlap with the rest of your team.
Use filters built specifically for donor interactions with parameters like first donation date, total donation amount, number of transactions, and more.
Add Soft Credits to donations and keep track of how personal relationships and networks are impacting your fundraising efforts.
Sometimes a donor is not a real person, but a company, or affiliate group. These institutions can have their own profile with a contact for a real person.
In-Platform Wealth Screening
See the giving capacity of your donors with leading wealth reporting technology. Use wealth data to build smart segments. Learn more about wealth screening
Assign donors to yourself or members of your team. Use portfolios to make fundraising personal and build long term donor relationships.
When available, social data is surfaced directly on a donor profile. This includes Facebook, Twitter, and Linked In pages, as well as other demographic data like job title and age.
Robust Reports & Segments
Filter and save dynamic lists of donors to build segments for targeted reporting and communication.
Manage Recurring Subscriptions
Manage your recurring donor subscriptions and update credit cards from the same place you manage your entire supporter base. Learn about recurring giving
Send automated emails to the right supporter, at the right time. Learn about automated email