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Donor Management with Salesforce®

Analyze key metrics and establish automated communication with donors.

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Employ Automatic Communication

Automated Alerts

Employ Automatic Communication

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    Send donors immediate email and text message responses

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    Message receipts, event registrations, or promotional memos

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    Schedule responses and messages to donors

Identify Your Most Valuable Donors

Top Donor Insights

Identify Your Most Valuable Donors

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    Sort and rank donors by their value to your fundraising

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    Our algorithm considers three inputs stats:

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    • Personal donations

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    • Amount fundraised

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    • Donations made within a donor’s network

Process Manual Transactions 

Offline Transactions

Process Manual Transactions 

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    The Virtual terminal makes it a breeze to manually accept payments

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    Process credit cards, eChecks, and other payments on the spot

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    Use a desktop card reader or Swiper1® to accept payments

Gather Insights & Run Reports

Insights & Reports

Gather Insights & Run Reports

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    Customize your reports and dashboards to show your key metrics

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    Filter contacts and campaigns based on multiple donation and payment types

Resources to Get New Users Started

Getting Started

Resources to Get New Users Started

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    Knowledge Base Articles

  • Create your fundraising solution today.

    Join thousands of nonprofits that trust our platform for their mission-critical fundraising.

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