Capabilities
Run your Campaigns, Clients and Business - Top to Bottom - from the Same Database
Data
Build your Database Asset
Pull Data into iDONATEpro from Anywhere.
Easily Import and De-Dupe So You Have a Single Donor Linked to Their Entire History Across an Unlimited Number of Campaigns - Past and Present.
Own your Database — One Central Place for all of your Donor Data that your Team (and your AI tools) can Work From.
We've All Been There and It SUCKS:
"Where Is That Donor's Phone Number from a Couple Months Ago - I Think It Was on One of Those Event Grids" - While the Governor Waits - No Good.
You Are the Solution with iDONATEpro:
"We Have an Hour in FBO While the Plane Is Serviced - Let Me Pull All of the Donors in This City Who Have Interest in These Industries Who Gave Last Cycle at Least $1500 Who Have Not Given This Cycle - NO PROBLEM." Call Time On Demand with Verified Phone Numbers.
Calls, Call Time & Meetings
More Successful Calls and Meetings
Personalized Asks, Giving History, Pictures, Verified Phone Numbers, Spouses & Assistants, and More...
Calls, Follow-ups and Pledges in One Workflow
- Built-in Call Workflow
- Customize to Show What your Callers Need
- Create One at a Time or in Batches
- Mobile Online Calls, Call Sheets & Briefings - Tailored for the Most Effective Call Time
- Assign and Manage Calls Across Unlimited Clients & Callers
Mobile & Online Calls Instantly Accessible from Any Smart Phone, Tablet or Computer. Perfect for the Mover and Shaker on the Go.
Callers Log Responses and Feedback from their Smart Phone as they Make the Call.
Contacts
Track Donor Activity
Across Unlimited Clients, Campaigns & Cycles
Target New Donors
Donations to Other Campaigns & Any Metric in Your Database
- Find & Target Donors Based on Giving History, Pledges, Events, Locations, or Any Metric in Your Database.
- Manage a Single Donor Profile per Donor and Track Across Unlimited Clients/
Campaigns/ Cycles/ Donations. - Bundler Management: Track and Report Commitments, Raised, Roll-Up and More.
Lists / Groups
Organize Contacts into Lists & Groups
Find, Pull, and Work your Lists Across Clients & Campaigns
- Create New Groups and Keep Active / Inactive Lists Organized.
- Filter by Campaign, Category, and Contact Counts.
- Open a Group to Add or Remove Contacts, Create Calls, and Manage Membership.
- Use the Same Lists for Call Time, Events, and Communications.
- Export Group Lists When your Team Needs Them Outside the Database.
Event Management
Cocktail Events, Meet & Greet, Seated Dinners, Galas, Direct Mail, Multi-day Events, etc.
Smarter, Faster, More Effective Event Planning, Execution and Management
- Easily Manage and Plan your Events in a Single Database.
- Target Donors, and Send Invites.
- Set Event Goals, Then Track Pledges and Donations.
- Manage Attendees, VIP's, Co-Hosts, Seating, Create Calls, Send Event Reminders.
- Generate Event Reports & Organize by Event, by Attendees, by Co-Host, by Table, or by Bundler as the Event Progresses.
Communications
Email Designed for Fundraising.
Client/Campaign Specific Event Reporting.
- Event Invitations & Reminders.
- Client/Campaign Specific List Management.
- Finance Team Updates.
- Customizable Email Unsubscribe Landing Pages.
- Easily Create Email Templates for Each of your Clients.
- Quickly & Easily Add Recipients and Manage your Lists.
Campaigns
Unlimited Campaigns — Included in your Subscription
Build your Database — All of your Data in the Same Place.
- Candidates / Clients / Organizations / Entities You Are Currently Working With
- Past Campaigns / Clients
- Other Campaigns You Are Tracking to Target & Compare from