Donor CRM & Pledge Management

Major-donor moves management, multi-year pledges, soft credits and LYBUNT/SYBUNT analytics

Key Features

Donor Gift

Donor Gift. Tracks Reference, Donor, Gift Date, Amount, Currency. One-click post, acknowledge, cancel, reset to reset to draft, notify tribute.

Donor Household / Giving Unit

Donor Household / Giving Unit. Tracks Household Name, Members, Members, Primary Contact, Household Lifetime Giving. One-click view members.

Donor Relationship

Donor Relationship. Tracks Donor, Related To, Grant Soft Credit, Notes.

Donor Move / Major Gift Ask

Donor Move / Major Gift Ask. Tracks Opportunity, Donor / Prospect, Stage, Gift Officer, Ask Amount. One-click set won, set lost, convert to pledge, view actions.

Moves Management Action

Moves Management Action. Tracks Summary, Move, Donor, Owner, Scheduled. One-click mark close, cancel, schedule followup.

Moves Management Stage

Moves Management Stage. Tracks Default Probability (%), Folded in Kanban, Won Stage, Lost Stage, Require Next Action.

Donor Pledge

Donor Pledge. Tracks Pledge Reference, Donor, Pledge Date, Pledge Amount, Designation / Fund. One-click generate schedule, activate, cancel, write off, reset to reset to draft.