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.
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.
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 reporting and analytics resources
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Blog
What Is Donor Segmentation? Definition, Types & How It Works
Learn what donor segmentation is, how to create segments, and how it helps organizations raise more by sending the right…
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Whitepaper
2026 Nonprofit Trends Snapshot: Human Services Organizational Findings
Download the 2026 Nonprofit Trends Report sector snapshot for human services organizations. See how your peers are navigating donor trust,…
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On-Demand Webinar
Beyond Impact Reports: The Operational Truth Behind Donor Trust
Donor trust is an operational problem, not a messaging one. See what Momentive’s 2026 Nonprofit Trends Report reveals. Register for…
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Blog
12 Strategies That Demonstrate the Impact of Your Nonprofit
You’re probably thinking “we’re a nonprofit, of course we’re creating social impact.” And you’re right! But how are you making…
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Blog
The Ultimate Guide to Donor Retention
Discover proven donor retention strategies nonprofits use to increase engagement, build loyalty & grow recurring donations.
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Blog
How Wealth Screening Software Helps Nonprofits Raise More in Less Time
Learn how to choose the right wealth screening software to identify top donors, make smarter asks, and raise more funds.
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On-Demand Webinar
Stop Guessing, Start Growing: Data Insights Every Nonprofit Should Use
Watch now to learn how your organization can make smarter, more confident decisions using data and analytics.
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Blog
Guide to Thanking Donors
Learn why thanking donors is vital for retention. Build trust, boost engagement, and set the stage for recurring donations with…
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Blog
5 Metrics Your Board Really Cares About
Explore 5 fundraising metrics that matter most to your Board—SROI, growth, engagement, influence, and scale—to showcase true mission impact.
Request a demo
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.
