Donor Reporting Software

See your data clearly. Act on it confidently

Better decisions start with better insights. GiveSmart Donor CRM provides dynamic dashboards, flexible reporting, and advanced filtering so you can measure what matters most-donor retention and giving trends—all in one place.
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Benefits

Bring on better insights. Bring on better decisions.

GiveSmart’s reporting tools transform raw data into actionable intelligence. From visual dashboards to detailed queries, your team gains the clarity to understand progress, identify opportunities, and demonstrate impact with confidence. 

View dashboards that highlight key fundraising metrics, including retention, gift volume, and donor growth.
Track patterns over time to identify donor behavior shifts and tailor your strategies for maximum engagement.
Create targeted reports using built-in filtering, sorting, and querying tools in plain English—no advanced technical skills required.
Export clean, ready-to-present summaries for leadership, boards, and development committees to support strategic decisions.
Features

Bring on better tools that make your data work harder. 

GiveSmart Donor CRM’s analytics suite delivers clarity, speed, and depth, so every team member can access the insights they need, when they need them.
Informative Dashboards

Stay informed at a glance

Monitor donor retention, average gift size, and donation trends in one visual dashboard. Our dashboard makes tracking simple, so you can easily measure success and opportunities.

 

 

 

 

 

 

Advanced Filtering and Querying

Zero in on what matters

Use powerful inverse filtering and multi-layered queries to find and segment records quickly. With our unique custom date selection capability, you can track trends beyond the usual annual or year-over-year time periods to meet your specific needs.

 

 

 

 

 

 

Built-In Inquiries and Template

Save time with preconfigured report

Start with ready-to-use report templates that capture key donor management insights right out of the box, with the reports you use often, like LYBUNT and other lapsed donor reports.

 

 

 

 

 

 

Export and Sharing Options

Share insights seamlessly

Generate reports in multiple formats for presentations, internal reviews, or accounting documentation. A secure, one-click, simple share option makes it easy for your staff and board to get the need-to-know. 

 

 

 

 

 

 

Daily Data Sync

Make confident, data-driven decisions

See updates daily as donor and gift data are synced from GiveSmart Events and Fundraise automatically—no manual refresh required. Break down silos and increase efficiency, giving you more time to steward your donors. 

 

 

 

 

 

 

Featured donor management reporting resources

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Set It and Forget It: The Donor Email System That Works While You Sleep

Gain insights from simple automation techniques designed to extend your donor reach without adding to your daily tasks.
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Donor Privacy: Protecting Donors and Nonprofits Online

Discover why a thoughtful donor privacy approach is key to safeguarding information and enhancing transparency in your nonprofit.
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Momentive Software Transforms Nonprofit Business Operations with GiveSmart Fundraising Integration with MIP Accounting

Momentive Software, formerly Community Brands, now offers the industry’s only connected fundraising and nonprofit accounting solution suite.
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Oct 9, 2024
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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.

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