Donor Engagement Software

Log every donor touchpoint, assign follow-ups, and view a shared history to maintain consistent communication. Simple soft credits tracking enables accurate donor recognition. At the same time, the tools for tracking multi-payment pledges, gifts of stock or property, and in-kind services ensure you are up to date on all donor support data.

Access each supporter’s full journey—from first gift to latest interaction—on a single, intuitive record. Our Households & Groups tool offers a comprehensive view of your donors, including individuals, families, organizations, and other groups. With assignable roles and relationships, your records come to life and reveal the story behind the numbers.

Create tasks and automated reminders to ensure timely follow-ups and outreach consistency across your team. Consistent touchpoints enhance your relationships with your supporters.

Using custom fields and tags helps your team discover hidden donor potential and wealth capacity. Then, design and send personalized e-mail communications directly from the platform with the built-in e-mail tool to increase retention.