Enable Major Gifts Officers to easily build and track donor portfolios through customizable visual workflows. Build unique donor engagement plans and assign tasks with automatic reminders so that no follow-ups fall through the cracks.
Book More Donor Meetings
Easily store holistic donor information including notes, interaction history, and more to personalize donor outreach and get more responses.
Review donor profiles before meetings and easily record interaction notes with a fully mobile-friendly platform. Capture one-on-one communication history automatically with Gmail and Outlook integrations.
Keep Donor Data Safe and Centralized
Important information about major donor relationships is often stored in personal spreadsheets or project management tools, making data easy to lose during a staff transition.
See The Platform Built With Major Gifts In Mind
Capture holistic donor data including gifts, volunteer history, relationships, and more in a modern relationship management system
Build custom engagement plans for each donor and track your progress with visual workflows
Raise more major gifts with a platform built to supercharge cultivation and stewardship efforts
Access instant reporting and data visualizations on the health of your major gifts program