Name: Yearly
Author: Yearly

Call Center Workforce Optimization

Help Desk

Web and Video Conferencing

Customer Support

Functional Testing

Kubernetes Monitoring

Development

Business Intelligence (BI)

Collaboration

Enterprise Content Management

Integrated Workplace Management (IWMS)

PDF Editors

Privacy Policy Generators

Enterprise

Accounting

Accounts Payable

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Vendor Management Systems (VMS)

Workforce Analytics

Workforce Management

Human Resources

3D Printing

Cloud Storage

Complex Event Processing

Composable Infrastructure

Data Collaboration

Deception Technology

Fraud Detection

Integration Platform as a Service (iPaaS)

Internet Performance Monitoring

LAN Switches

Network Performance Monitoring

Remote Desktop

Robotic Process Automation (RPA)

SaaS Backup

Service Desk Outsourcing

Software Asset Management

Storage Management

Telecom Expense Management (TEM)

User Virtualization

Vector Databases

Web Scraping

Zero Trust Security Solutions

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Advocacy

Digital Content Creation

Email Deliverability

Email Marketing

Employee Advocacy

Headless CMS

Marketing Automation

Referral Marketing

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Field Sales Software

Government Contracting

Social Commerce

Sales

Secure Access Service Edge (SASE)

Security

Awards Management

Card Management

Dealer Management

Healthcare Learning Management

Investment Portfolio Management

Medical Scheduling

Retail Analytics

Text Analysis

Vertical-Specific

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Yearly, developed by Yearly LLC, is a web-based platform designed to help nonprofit organizations create visually appealing and impactful digital reports, including annual reports, impact reports, and donor reports. It provides a user-friendly interface with drag-and-drop functionality and customizable templates, making it suitable for nonprofits of all sizes, from small grassroots initiatives to large national or international organizations. Nonprofit organizations, foundations, associations, and social impact teams utilize Yearly to showcase their work and engage their supporters.

## Key Features

**Drag & Drop Builder**: Create web-based reports effortlessly using Yearly's intuitive drag-and-drop builder, which requires no coding or design skills. Customize layouts and design by adding building blocks or creating custom layouts.

**Mobile-Responsive Design**: Ensure reports look stunning and are easily accessible on any device with Yearly's mobile-responsive designs. Reports automatically adjust to fit different screen sizes, providing a seamless reading experience.

**Templates**: Choose from professionally designed templates tailored for nonprofit annual reports. Customize templates to match organization branding and style, creating visually appealing and impactful reports.

**Collaboration**: Collaborate efficiently on report creation with Yearly's in-tool collaboration features. Share reports, provide feedback, and make real-time edits, streamlining teamwork for a high-quality final product.

**Web-Ready PDF**: Generate web-ready PDF versions of reports with a single click. Use PDFs for printing, offline access, or sharing with stakeholders who prefer a printable format while retaining the visual appeal and formatting of digital reports.

**Storytelling**: Bring organization stories to life with captivating and engaging storytelling elements. Incorporate narratives, anecdotes, and personal experiences to showcase achievements and demonstrate real-world impact.

**Donate Button**: Encourage supporters to contribute to the cause by adding a prominent and easily accessible donate button within reports. Drive fundraising efforts and engage the audience in supporting the mission.

**Social Media Integration**: Easily integrate social media within reports using Yearly. Add social media sharing buttons to enable readers to share content on their networks, expanding reach and increasing visibility.

**Video & Audio Embed**: Seamlessly incorporate videos and audio elements into reports. Bring reports to life by embedding videos showcasing work, impact, or success stories. Enhance the reader's experience with audio elements like interviews or testimonials.

**Charts & Graphs**: Transform data into visually compelling charts and graphs. Present key data and metrics in an easy-to-understand format, making it accessible for the audience. Choose from various styles to effectively communicate impact and outcomes.

Free

Causeview

Essentials

Impact

Empower

Neon CRM

Yearly

Tools used by nonprofits to manage relationships with constituents.

Nonprofit CRM

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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Yearly

Overview

What is Yearly?