GiveSmart, a Community Brands company, offers a full-service event management platform supporting event website, event registration, attendee tracking, donor management and data insights, and full customer service for entities wishing to raise funds via an auction or charity event. The platform also integrates technology from Community Brands brand Gesture to provide a comprehensive suite of services.
GiveSmart replaces the former 501 Auctions, a platform to support charity auctions, mobile…
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Slate for Advancement
Score 8.4 out of 10
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Slate for Advancement is a CRM built exclusively for higher ed advancement and alumni offices. A license to Slate for Advancement is unlimited -- no additional add-ons or costs. Slate enables users to create a personalized constituent experience at scale with custom giving forms, donor portals, video messages, phone calling, and directories. Users can automate processes at scale while having control and access at every level of the system. And the platform includes inbuilt reporting.
GiveSmart changed the game for us in registration and bidding for our annual fundraising gala. We had tried several different software options and GiveSmart is far and away the best. It's AWESOME for our silent auction in particular, easy to upload items and helpful minimum bid and bid increment suggestions.
What features/functionality pushed your team to select Slate for Advancement? The main winning aspect from our perspective was that all touch points of the donors record would be managed, maintained, updated in one location. We would not be reliant on a third-party vendor for main aspect like e-mail or texting or calling or payment processing. Slate for Advancement has an approach to technology that is embracing of our modern world of technology that I have not seen in other vendors. What lessons learned can you share? Any migration for your CRM is a huge change management project. If you don't have a strong project manager onsite then consider bringing one in as a consultant. If you could make the decision again, would it be the same one? Absolutely What peripherals were you able to replace with the Slate solution (giving portal, events mgmt, etc)? Our institution was a little bit different where we had already built out custom solutions for our alumni portal our event management and our honor roll of giving. Being able to replace those with a platform that's supported by a vendor and has a large community of knowledge base that can be leaned on was huge and another main consideration in moving to slate. For us one of the main selling factors was the depth and willingness of the community to support the rest of us in the effort of making slate for advancement successful in our institutions. And this continues to be the case to this day.
GiveSmart is a very easy-to-use platform that provides robust instruction on use but is so user-friendly that the instructions are mostly not necessary. I find it easy to update, change, and create all aspects of our page. For example, I first used GiveSmart without any instruction from a manager. She instructed me to look around and see what was going on. I was able to navigate the site effectively, and only found a few pieces for which I needed more instruction.
GiveSmart offers a well-made item section. Our gala has a silent auction made up of more than 170 items, and GiveSmart makes it easy to upload those items in bulk or add them individually. It offers every field I would want to have for an item and provides a comprehensive and adjustable front-facing-view for donors that is easy to manipulate.
GiveSmart's main page creator is easy to navigate and create the site you want. They provide helpful details like sizing for images and the ability to create buttons and links and different sections as our needs dictate. It's easy to adjust the colors and design to reflect our branding.
Lack of customization options when building each page. The website winds up not looking all that professional.
The reporting functionality is not very helpful at all. This is a main area of improvement we've asked for.
Better customization of emails and texts through GiveSmart. Right now, they are limited, and you can't make them look very nice.
The process of logging back into your account as a ticket purchaser or donor is very confusing. Most guests don't even know they can log in to access their tickets, make another donation, etc.
For us, we have a very dissatisfying donor database solution right now, but we have built the hacks we need in order to manually integrate data we pull out of GiveSmart with the system. None of us are trying to reinvent that particular wheel, so for now, until the organization decides to upgrade the useless database we've been saddled with, we are satisfied to maintain our GiveSmart subscription. Might this change if we acquire a more sophisticated donor solution? Maybe. But we will also be looking for options that will integrate smoothly with GiveSmart. What we like about GiveSmart, we really like. GiveSmart is great at what it does really well, namely event management. Yes, they need to address the inflexibility issues that make customization and some report features particularly frustrating, but for our organization the benefits are outweighing the drawbacks at this time. Their customer service is top-notch, and they have done an admirable job of creating an extensive Help section and responsive Support department that can assist with how-to's for various tasks within the system
For the most part, GiveSmart serves our organization's needs for creating fundraising forms. It is especially useful for our peer-to-peer fundraising and event planning and registration efforts. The dashboard is relatively intuitive, and there have been improvements in creating forms and managing campaigns since shifting from Mobile Cause to GiveSmart Fundraise.
We never experienced any issues with outages, the system being down, etc. It's extremely reliable. That's very important when you're dealing with financial and personal information! We want to make it easy for people to give, and it's great that we've never had to worry about service issues making that more challenging/
We haven't had any issue regarding performance or reliability with GiveSmart. We don't integrate it with any other software so that issue isn't relevant. The pages load quickly and reports are completed almost as soon as you hit the "run" button. Overall, the system works as designed and is pretty quick when people use it.
We contacted support for clarification on distributions and reporting, and we continued to get escalated. However, we never had our questions answered or resolved, which was a bummer. Other members have contacted support for other reasons and received the help they needed.
Slate's business model does not assign a person to service your instance of the application. To receive effective support, you MUST engage in the online forums involving the greater Slate community. Once you embrace that model, the support team meets or exceeds any service standards I've experienced over the last 20 years.
GiveSmart provides great training videos on their system. Not everything is covered with their videos but their support staff are very friendly and knowledgeable. I would have given them a ten but not everything is covered in their videos and sometimes you have to find the right word to search for in able to find the right training video.
We just made the change using the band-aid approach. In other words, we just went for it and taught the users how to do it at our first event and went from there. 90-95% of people haven't used a mobile bidding software so most everyone was on the same stage of knowledge so implementing it was easy as people didn't have to re-learn anything.
I have been a guest at other non-profit events that utilized similar software, and I feel that the GiveSmart platform seems more user-friendly. I cannot speak to the efficiency on the administrative side because I have solely used GiveSmart, but I don't find GiveSmart lacking in any particular areas for our needs.
Slate for Advancement was more customizable, there is more community support, less expensive both overall and they don't overcharge you for phone calls and texts (if I remember correctly, they charge the customer what they are charged for each phone call or text). Overall, Slate for Advancement was the more innovative option. We switched from Banner to Slate for Advancement, with Banner we constantly had to create workarounds for what we wanted to do with the software, we no longer have to do that. If we dream it, Slate for Advancement can most likely do it.
We are a small, independent, private, nonprofit school. GiveSmart is very flexible and works extremely well for us. But I could also see it being equally efficient for larger school systems, large or small nonprofit organizations, etc. I never feel like the product is too "big" for us to use.
We have not used the database to its full extent, so I do not have specific examples as we have not used the donor insights very much
I appreciate that the events information is now transferring to the donor database so those contributions and people are being included in the master database.
Certainly much more efficient for a one-staff person organization as all of the information is in one place!
