Fundraising Software Resources

Cloud-based ClearView CRM is fundraising software that supports your efforts to raise money and manage your donor services activities. It includes constituent relationship management; business intelligence and reporting; operational tools like data import/export, list segmentation/selection and gift processing; wealth screening; and a mobile app. --Offers powerful constituent relationship management: complete profiles--with touches and contacts, giving history, interests, demographics and more--coupled with opportunities management to coordinate and automate activities, communications and other efforts in pursuit of donations, including major and planned gifts. --Handles operational tasks like list selection/segmentation for large, complex online and offline direct-mail campaigns, gift processing, data import/export and more. --Offers hundreds of standard reports on gifts, donors, pipelines, trends, and more, and intuitive ad hoc reporting and business intelligence tools that let organizations easily schedule and access their most-used reports; build customized dashboards with at-a-glance panels of KPIs and other relevant information; and create ad hoc, up-to-the-minute views of data that can help reveal operational issues, identify trends and offer other useful insights. --Offers a free mobile app, ClearView CRM Mobile.

We make updates to DonorPerfect on a monthly basis. Our customers have asked us not to make major updates in December and January, since these are busy times for end of year giving, and then reporting, so we make only minor "behind the scenes" changes at those times. We get many of our product enhancements from our clients. We solicit feedback from our "suggest and vote" tools in our DonorPerfect Community page, our annual client conference, and suggestions received during training and support conversations. We also take advantage of new technology developments, changes in laws (new requirements), and industry best practices. Lastly, we have a team of developers, product managers and user experience (UX) professionals that are devoted to finding new ways to make DonorPerfect easier to use, save more time, and provide more value.

Yes! Nonprofits are eligible to receive a 1% discount in transaction fees. In addition, our payments processing parter Stripe also offers a discount for nonprofits. This makes the total fees for Donately among the lowest in the industry while still providing a full-featured platform.