Name: DonorAdvance
Author: Nonprofit Data Solutions

Customer Success Management Training

Help Desk

Web and Video Conferencing

Customer Support

Alumni Management

School Management

Education

Business Intelligence (BI)

Collaboration

Document Generation

Visitor Management

Visual Collaboration

Workflow

Enterprise

Accounting

Financial Close

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Onboarding

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Management

Application Lifecycle Management (ALM)

Change and Configuration Management

Cloud Storage

Data Fabric

Database Performance Monitoring

Dynamic Application Security Testing (DAST)

Email Encryption

Fraud Detection

Integration Platform as a Service (iPaaS)

Master Data Management (MDM)

Network Performance Monitoring

Network Traffic Analysis (NTA)

Observability

SaaS Management

Software-Defined WAN

Virtual Desktop Infrastructure (VDI)

Web Application Firewalls

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Computer-Assisted Translation

Consumer Ratings & Reviews

Content Management

Data Management

Email Marketing

Marketing Automation

Online Reputation Management

Public Relations (PR)

Real-Time Interaction Management

Screen and Video Capture

Social Media Management

Social Media Publishing

Survey & Forms Building

Video Streaming

Web Analytics

Webinar

Marketing

Project Management

Prototyping

Professional Services

Customer Relationship Management (CRM)

Point of Sale

eCommerce

Sales

Insider Risk Management

Secure Service Edge (SSE)

Security

3D Modeling

Equation Editors

Forestry

Legal Research

Municipal

Utilities

Vertical-Specific

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DonorAdvance

Tools used by nonprofits to manage relationships with constituents.

Nonprofit CRM

Nonprofit Data Solutions

Donor Database

The donor database allows organizations to store, track, and update information about their constituents

Constituent database

Information about donors, corporate supporters, members, alumni, grant-making organizations, volunteers, staff, and/or nonprofit recipients is stored in a database.

Constituent interaction tracking

Capture, track, and record history of constituent donations, memberships, participation, and communications.

Constituent relationship management

Link constituents to each other based on family, employer, household, and other relationships.

Donor and member portals

Self-serve portals for contributions, participation, profile updates, and event registration.

Automated workflows

Parts of the constituent management process, like email communication and updating contact records, can be automated.

Communications and Marketing

Constituent engagement and marketing features

Constituent engagement and marketing

Email, text, phone, print mailings, digital ads, and/or social media communications capabilities are available for constituent engagement and marketing.

Social listening

The software can track constituents’ mentions of the organization on social media platforms.

Digital advocacy enablement

Constituents can be given options to take advocacy actions like sharing fundraising links with peers or calling representatives.

Reporting and Analytics

Reporting and analytics about constituents and donations

Reporting and data visualization

Track donor retention and acquisition, campaign success, and incoming donations recommendations for ask amounts, donors at risk of lapsing.

Predictive analytics

Analytics offer insights like recommended ask amounts and warnings about donors at risk of lapsing.

Wealth screening

The software can access publicly available wealth screening data to provide information on donors’ charitable giving histories.

Fundraising and Events

The ability to accept and process donations and manage events

Online donation options

Online avenues for donation are available, including landing pages, forms, donation buttons, etc.

Event registration and ticketing

Track ticket purchases for events and connect them to constituent profiles

Text and phone donations

Constituents can donate via text or phone call.

Volunteer shift management

The software allows volunteers to sign up and check in for event shifts.

Mobile event check-in

Attendees and volunteers can be checked in at events with a mobile device.

Security and Platform

Features related to security and general platform usage and implementation

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration

Mobile access

Users can access the CRM via an app from a mobile phone or tablet.

Integrations

The software includes or integrates with nonprofit marketing, fundraising, donor prospect, accounting, payment, event management, and/or grant management solutions.

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