Donor Engagement Software
Build trust. Nurture loyalty. Inspire continued giving.
Strong donor relationships are built on meaningful engagement. GiveSmart Donor CRM helps your team track interactions, schedule follow-ups, and personalize outreach, strengthening trust and growing long-term support with every interaction.

Benefits
Bring on better engagement. Bring on better loyalty.
With GiveSmart Donor CRM, you can plan intentional stewardship strategies that make every donor feel seen and valued. Track relationships, log activities, and organize communications to drive higher retention and lifelong advocacy.
Features
Bring on better tools that turn gratitude into growth.
GiveSmart Donor CRM centralizes every engagement detail, helping your team deliver consistent, personalized stewardship experiences that deepen donor trust.

Activity Tracking and Scheduling
Keep your team aligned and proactive
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.
Donor Profiles and Communication History
Know your donors, inside and out
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.


Task and Reminder System
Stay organized, stay connected
Create tasks and automated reminders to ensure timely follow-ups and outreach consistency across your team. Consistent touchpoints enhance your relationships with your supporters.
Custom Stewardship Plans
Build engagement that lasts
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.

Featured stewardship resources
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Connect More. Manage More. Raise More.
GiveSmart by Momentive Software enables organizations to better manage donors on an intuitive, modern donor management solution. Bring on better for your organization’s mission.


