DonorView Features
Administration (11)
Reporting
Reports on various important data and metrics.
Interaction Tracking
The ability to track each interaction with donors and maintain a record of their giving history.
Automation
Tools to automate a variety of processes such as email marketing and emailing receipts.
Donor Profiles
Profiles for each donor including contact information, interaction history, and giving history.
User Dashboard
Based on 16 DonorView reviews. Allows users to customize their home page to display the information relevant to their role and tasks.
Donor Profiles
As reported in 16 DonorView reviews. Stores donor profiles that track all relevant information, including contact info, solicitor, giving history, and specialized attributes.
Reporting
As reported in 15 DonorView reviews. Reports on any designated segmentation of donor information and/or gift history, and analyzes year over year trends.
Templates
Based on 15 DonorView reviews. Provides standard templates for letters and emails and/or allows users to create their own.
Customization
As reported in 15 DonorView reviews. Creates custom fields to track information about donors or gifts that is specific to an organization.
CRM Integration
Integrates with nonprofit CRM tools to maintain accurate volunteer information and facilitate volunteer-to-donor pipelines.
Dashboards & Analytics
Tracks ongoing volunteer program data, such as total volunteers, hours served, and volunteer churn; manages volunteer data in customizable dashboards; generates standard and custom reports for volunteer program analytics.
Fundraising (6)
Campaign Management
The ability to plan and execute fundraising campaigns based around specific goals.
Online Donation Portal
The ability to accept donations online via a website, social media, or mobile device.
Event Planning
Tools to plan fundraising events, including ticketing, registration, and attendance tracking.
Recurring Donations
The ability to set up recurring donations of a specific amount at a chosen interval.
Peer-to-peer Fundraising
The ability to create social media fundraising pages that are shareable and leverage social networks.
Mobile Capabilities
The ability to use mobile devices to collect in-person donations at an event or kiosk.
Marketing (2)
Email Marketing
Tools to create, customize, and send out mass marketing emails to specific donor groups.
Direct Mail Tools
Tools to create paper flyers and other mailings to be sent via direct mail.
Donor Management (4)
Moves Management
Tracks action steps and notes for each prospective donor in the donor pipeline. This feature was mentioned in 14 DonorView reviews.
Pledge Tracking
Records gift pledges and updates remaining amount based on installments. This feature was mentioned in 14 DonorView reviews.
E-Document Storage
As reported in 13 DonorView reviews. Allows electronic files to be uploaded and stored within donor profiles.
Acknowledgments & Communications
Based on 16 DonorView reviews. Generates acknowledgment letters for donations, and supports e-mail and letter mailing communication with donors.
Interoperability (3)
Event Tracking
Based on 13 DonorView reviews. Stores event registration and ticketing information collected through online forms or manual data entry.
Gift Tracking
Downloads gift information from integrated fundraising tools into donor profiles. This feature was mentioned in 16 DonorView reviews.
Fund Accounting
Designates restricted and unrestricted revenue and either integrates with accounting software or generates accounting reports for reconciliation. This feature was mentioned in 13 DonorView reviews.
Constituent Management (3)
Constituent Profiles
As reported in 13 DonorView reviews. Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes.
Online Portal
Based on 13 DonorView reviews. Allows constituents to create an online account to engage with the organization, such as updating contact information, managing memberships, or signing up for marketing and event reminders.
Donor Communications
Enables gift acknowledgment and letter and electronic communications with constituents. 13 reviewers of DonorView have provided feedback on this feature.
Marketing Automation (4)
Email Marketing
Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing, and auto-responders. This feature was mentioned in 12 DonorView reviews.
Lead Management
Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. 10 reviewers of DonorView have provided feedback on this feature.
Campaign Management
Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.
Marketing ROI Analytics
Based on 10 DonorView reviews. Analyzes effectiveness of an organization's various marketing activities
Workflow Automation (3)
Donor Prospecting
Based on 10 DonorView reviews. Automates activities and reminders for each of your prospects to help move them along the donor pipeline.
Data Entry
As reported in 11 DonorView reviews. Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records.
Task Delegation
As reported in 10 DonorView reviews. Establishes task assignments for individual staff members that alert as prerequisite tasks are completed.
Reporting & Analytics (3)
Reporting
Based on 10 DonorView reviews. Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports.
Dashboards
Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) 12 reviewers of DonorView have provided feedback on this feature.
Automated Reports
Allows users to schedule automated reports to be pulled at a specified day and time. 11 reviewers of DonorView have provided feedback on this feature.
Integrations (4)
Accounting
Provides fund accounting support to track payments receivable and pending. 10 reviewers of DonorView have provided feedback on this feature.
Fundraising
Supports online donation and event registration processing and imports fundraising data into records. 12 reviewers of DonorView have provided feedback on this feature.
Grant Management
As reported in 10 DonorView reviews. Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure.
Sales POS
Based on 11 DonorView reviews. Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation.
Volunteer Management (5)
Opportunity Listings
Creates and edits active volunteer opportunities to receive volunteer sign-ups.
Volunteer Tracking
Tracks contact, demographic, and affinity information for volunteers, as well as total service hours.
Volunteer Scheduling
Assists with assigning volunteer shifts and manages a master schedule.
Volunteer Profiles
Allows volunteers to create and manage personal profiles to maintain current information and volunteer interests.
Document Management
Stores all necessary documentation required for volunteers, such as resumes, background checks, and liaibility waivers.
Engagement & Communication Tools (4)
Gamification
Incentivizes engagement with reward badges or leadership boards based on number of volunteer hours served.
Mass Messaging
Allows email or text messages to be sent directly to specified volunteers, for the purpose of shift reminders or upcoming opportunities.
Donation Pages
Supports embedded or linked donation pages to encourage volunteer donations.
Mobile Application
Offers a mobile app version for volunteers to receive relevant information and manage their volunteer history.
Agentic AI - Nonprofit CRM (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
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