Digital fundraising is essential in at the moment’s nonprofit panorama. Within the present software-driven fundraising period, nonprofits, faculties, and different charitable establishments should reassess their fundraising arsenals.

If this description appears like your scenario, you might be contemplating enhancing your current toolkit or shopping for new fundraising software program. To help you on this journey, we’ve crafted a complete information for navigating this course of. We’ll cowl:

Enhance your understanding of how fundraising software program impacts organizations like yours and be taught what to contemplate when trying to find new instruments. From matching reward instruments to peer-to-peer platforms, we’ll cowl every part it’s essential to elevate your fundraising efforts.

Click here to download our matching gift guide and learn how your fundraising software can help secure more corporate giving donations.

Forms of Fundraising Software program to Know

A nonprofit fundraising toolkit consists of a number of platforms that collectively carry out all of the capabilities it’s essential to attain out to supporters and safe donations. Some options are “all-in-one” platforms, whereas others concentrate on just a few particular options and might combine with exterior add-ons to increase their performance.

What platforms to incorporate in your fundraising toolkit is determined by your nonprofit’s wants and objectives. Nevertheless, just a few sorts of fundraising software program options might be thought-about important.

There are several types of fundraising tools out there like online donation forms, peer-to-peer tools, and donor management systems.

On-line Donation Varieties

One of many core parts of your fundraising toolkit is your group’s on-line donation varieties. These assets enable nonprofits to gather donations on-line.

The greatest donation pages empower customers to:

  • Provide recommended (or {custom}) donation quantities
  • Settle for items from desktop computer systems and cellular units
  • Match their donation type branding to their group
  • Facilitate one-time and recurring items
  • Accumulate extra donor info by means of {custom} type fields
  • Combine with quite a lot of different nonprofit options, like Double the Donation’s matching reward software program

Donation varieties have one of the vital simple functions of all fundraising software program, however there are nonetheless many suppliers to select from. It’s possible you’ll even select one with extra options than those we simply listed.

Peer-to-Peer Fundraising Pages

Peer-to-peer fundraising campaigns elevate current donors’ engagement whereas concurrently increasing your attain to new prospects. A number of peer-to-peer fundraising software program choices can be found that allow organizations to:

  • Equip volunteer fundraisers with customizable marketing campaign pages
  • Add photographs and different fundraising updates
  • Unfold the phrase with social sharing instruments
  • Monitor fundraising progress towards objectives
  • Prioritize an accessible and easy-to-use giving course of
  • Combine with different nonprofit options

Bear in mind, for peer-to-peer fundraising, your system needs to be simple for each your staff and your donors to make use of.

Matching Present Software program

Tons of office giving income will get left on the desk every year⁠—together with $4 to $7 billion in unclaimed matching items alone. Fortunately, nonprofits can leverage an identical reward platform to make sure their donors are tapping into these missed assets.

Any such fundraising software program permits nonprofits to:

  • Market matching reward alternatives to donors and supporters
  • Find detailed details about matching items and volunteer grants
  • Leverage an autocompleting search device to determine employment info
  • Set off automated outreach to supply helpful matching reward program insights
  • Guarantee no matching reward alternative falls by means of the cracks with well timed follow-up cadences
  • Combine with different nonprofit options

This is a sample matching gift fundraising software dashboard.

In the case of matching reward software program, we’ve got to suggest our state-of-the-art resolution, 360MatchPro. What places our matching reward database excessive is our partnerships with company giving software program, enabling automated submission of matching reward requests.

Click here to learn everything you need to know about leveraging matching gift fundraising software.

Cost Processors

To just accept donations and different funds on-line, you’ll want fee processing software program that facilitates transactions behind the scenes. This device primarily mediates between the group, the donor, and their monetary establishment.

An efficient fee processor empowers nonprofit organizations to:

  • Course of contributions for a number of fee strategies
  • Provide a easy person interface
  • Produce ready-built and {custom} reviews
  • Preserve excessive ranges of fee safety requirements
  • Combine with different nonprofit options

This fundraising device is important for facilitating donations, so select a safe one which strengthens your donation course of. Word {that a} donation type differentiates in that it collects different donor info and will use numerous fee processors to finish transactions.

Donor Administration Programs

In the case of managing donors, there’s so much to your staff to maintain observe of. Guarantee your fundraisers have the instruments to enhance operations by means of a sturdy donor information administration system.

Also called a CRM (or constituent relationship administration device), your donor database ought to enable your staff to:

  • Preserve detailed supporter data with engagement histories
  • Add useful notes inside donor profiles
  • Phase your supporter base for focused communications
  • Automate administrative duties and donor outreach
  • Simply generate sturdy reviews
  • Combine with different nonprofit options

The very best nonprofit CRMs simplify communication and strengthen relationships. By understanding your supporters higher, you’ll have the ability to foster deeper connections with them.

Nonprofit Occasion Instruments

Internet hosting a fundraising occasion is an efficient manner to usher in new supporters, enhance donor engagement, and improve fundraising income. Nonprofit occasion software program can streamline the complete expertise together with planning, internet hosting, and following up post-event.

Particularly, one of the best occasion fundraising instruments make it simple to:

  • Craft on-line occasion pages and/or microsites to advertise upcoming alternatives
  • Provide free or paid ticketing choices
  • Arrange partaking in-person, digital, and hybrid experiences
  • Facilitate digital bidding at public sale occasions
  • Accumulate extra donations past ticket gross sales
  • Combine with different nonprofit options

Occasions are a elementary a part of donor engagement, so be sure to can convey your neighborhood collectively to help your trigger with the precise occasion software program.

Donor Acknowledgment Software program

Appreciating your donors is a vital element of nonprofit fundraising⁠, particularly should you’re trying to steward long-term relationships with them. Make sure you could have some sort of donor recognition software program in your fundraising toolkit.

Whereas a daily electronic mail or thank-you letter could make do in a pinch, elevate your gratitude with distinctive and interesting acknowledgments⁠—like eCards!

When you buy fundraising software for donor acknowledgements, you can express genuine gratitude for supporters.

Your donor recognition software program ought to empower your staff to:

  • Model messages to your nonprofit, together with fonts, photographs, and colours
    Ship acknowledgments in seconds
    Leverage a number of digital communication channels, together with electronic mail and SMS
    Customise communications to domesticate private donor connections
  • Monitor digital thank-you notes to find out when supporters work together together with your outreach

Acknowledging generosity is essential for retaining help, so consider appreciation software program as a device for investing in incomes future donations.

Elements to Contemplate When Shopping for Fundraising Software program

As you discover numerous software program choices, we suggest making detailed notes on the next parts of every platform:

When buying fundraising software, assess each tool's functionality, ease-of-use, scalability, and more.

Performance

Fundraising software program is a broad time period that encompasses many several types of platforms and options. That stated, be sure to’re shopping for software program that has the functionalities your group wants.

On the identical time, take into account what you may stay with out. For instance, in case your group has superior occasion fundraising concepts however isn’t so large on advocacy, forgo instruments with advocacy options in favor of ones which have glorious occasion planning capabilities. Or maybe you’re searching for a brand new nonprofit CRM, and you have already got a donation platform you like. In that case, search for completely database options that don’t provide a built-in on-line giving device.

Donor Expertise

Your donors will sometimes be the top person of your fundraising software program. For instance, they’re those who fill out your nonprofit’s on-line donation varieties, take part in peer-to-peer campaigns, and work together together with your matching reward database search device.

Prioritize fundraising software program that makes the donor expertise fast, simple, and painless. If a course of is simply too lengthy or difficult, even your most devoted supporters could abandon their items. Alternatively, a seamless giving expertise will preserve donors coming again to help your trigger time and time once more.

Backend Ease of Use

Organizations ought to select tech options with a degree of complexity that’s manageable and appropriate for his or her staff. For instance, in case your nonprofit employs builders, a custom-coded resolution may make sense. However, if nobody in your staff is especially technical, you’ll seemingly need to prioritize an off-the-shelf fundraising platform for ease of use.

An answer that’s too technical⁠—and in the end inaccessible⁠—will complicate operations and discourage workers members from utilizing it altogether. Bear in mind, it’s not simply the software program however what you do with it that issues.

Scalability

As your inside fundraising staff grows, will your software program allow sufficient licensed customers? Guarantee all workers members who want to make use of your fundraising platform can. Not solely that however on the subject of CRMs particularly, verify that your potential platform can maintain all of your donor information with room to spare.

In the event you anticipate main progress within the close to future, prioritize shopping for a platform that has room for growth. This can enable your new instruments to scale alongside your group with out requiring a software program platform change too rapidly.
When selecting fundraising software program, take into account that low-cost options could rapidly grow to be insufficient, resulting in the necessity for future upgrades and information migration. That’s why it’s smart to make a forward-thinking determination from the beginning.

Integrations

Even essentially the most complete software program options may not have all of the options your group wants. You will have to combine extra packages or techniques to help your operations.

Listed below are just a few widespread situations whenever you may want integrations:

  • A company may need area of interest wants, the place they might favor so as to add their very own software program options (e.g., a specific fee processor or electronic mail utility) to enrich their current instruments.
  • The software program firm you’re shopping for from doesn’t provide instruments to facilitate your whole operations (e.g., company matching items), requiring you to combine specialised fundraising software program.

In the event you discover that you simply require software program integration, talk your must your potential new vendor. That manner, they may help decide the compatibility between totally different techniques. Maybe there’s a local, ready-built integration⁠, through which case, nice! However, if it’s troublesome to combine two options, rethink your priorities or take into account working with a nonprofit know-how marketing consultant who can develop a {custom} integration.

Price

It’s vital to enter any main buy with a price range in thoughts, and fundraising software program is not any exception. Earlier than evaluating particular platforms, determine how a lot your group can spend. Contemplate base value, startup prices, and any extra ongoing charges.

The bottom value is the seller’s listing value on the platform you need to purchase and can be what most of your funding goes towards. It encompasses the core capabilities of the platform however normally excludes expansions or optionally available add-ons.

You’ll want to ask precisely what’s included within the base value to be sure to obtain all of the capabilities you want. If the bottom value doesn’t embrace any of your group’s obligatory options, take into account how a lot the excluded options price so as to add on.

From there, you may run into extra hidden prices corresponding to:

  • Employees coaching
  • Upkeep charges
  • On-line donation processing charges
  • Future updates or add-ons

Going into the shopping for course of with a transparent price range will naturally restrict your choices, making the choice course of simpler. It additionally, in fact, ensures that you simply received’t be spending greater than you may afford.

Customizability

When shopping for fundraising software program, you’re seemingly searching for an answer that may complement your group’s operations with its out-of-the-box options. Even so, many platforms are customizable and might be additional tailor-made to suit your trigger.

Customizability is a sliding scale, and what degree of customizability your nonprofit wants seemingly is determined by your measurement, assets, and objectives. For example, enterprise-size nonprofits usually require absolutely customizable options which are primarily constructed from the bottom up, whereas small nonprofits might even see required customization as an pointless pressure on their time and price range.

In your search, you might discover that software program customization can apply to many various options, together with:

  • Supporter profiles
  • Donation and sign-up varieties
  • E-mail advertising and marketing templates
  • Reporting and monitoring instruments

With customizable options, you may mould your software program to suit your group’s distinctive wants higher. Your fundraising software program will really feel custom-made, extra successfully driving affect towards your general objectives.

Coaching and Ongoing Assist

While you first get began with a brand new fundraising platform, your staff might want to undergo coaching or an onboarding course of to grow to be proficient with the brand new instruments. The extent of instruction can fluctuate drastically from vendor to vendor, making it an vital consideration in your search.

Listed below are just a few common questions to your fundraising software program firm in regard to team-wide coaching:

  • How lengthy is the coaching course of?
  • How is coaching administered (e.g., digital, on-site, and so on.)?
  • What proficiency degree does your coaching cater to?
  • What are the related prices?

From there, take into account ongoing help availability as nicely. In any case, in case your nonprofit hires new staff members after your preliminary onboarding session, they’ll must be educated, too.

Evaluate software program help choices by making the next inquiries earlier than you buy:

  • Do you provide IT help?
  • How do I get in touch with help if there’s an issue?
  • What’s your typical response time?

Bear in mind, the higher you and your staff perceive your software program, the extra practical it will likely be, so select a supplier that gives the help you want. With the precise help degree at your fingertips, your software program will carry out nicely for years.

Safety

Likelihood is, your group will use its fundraising software program to accumulate, retailer, and handle supporters’ delicate information. Thus, it’s vital to decide on a safe platform that may shield this info.

When chatting with distributors, ask in regards to the software program’s flexibility in controlling person permissions, so you may choose which customers can entry delicate info.

In the case of donor fee info, take into account trade safety requirements in your search, corresponding to the next protections:

  • PCI compliance: The Cost Card Business Information Safety Customary (PCI DSS) is a set of necessities designed to make sure that bank card info is processed, saved, and transmitted securely. For fundraising software program, it’s important for shielding donor fee info.
  • Encryption and Tokenization: Encryption converts information right into a coded format to stop unauthorized entry. Tokenization replaces delicate information with distinctive identification symbols that retain all of the important info with out compromising its safety. Each are used to guard delicate information like bank card numbers.
  • Password Safety: Sturdy password safety measures guarantee entry to fundraising software program is guarded in opposition to unauthorized customers. This consists of necessities for complicated passwords, common password modifications, and safe storage of passwords.
  • Multi-Issue Authentication (MFA): MFA provides an additional layer of safety by requiring two or extra verification components to entry a useful resource, corresponding to a database or on-line account. For example, your fundraising system may require customers to enter an emailed code after coming into their login particulars. This considerably reduces the danger of unauthorized entry.

Affirm that donors’ information can be saved protected and sound inside your fundraising platform, a be certain that supporters really feel snug coming into their fee info within the first place!

Inquiries to Ask Earlier than Shopping for Fundraising Software program

To make sure you discover software program that completely aligns together with your wants, listed below are some really useful questions to your choice course of!

How troublesome are the preliminary setup and information switch?

Since you shopping for fundraising software program, account for the preliminary software program setup and information switch out of your earlier resolution. Your information is the important thing to strengthening donor relationships and optimizing fundraising efforts, so it’s important that it interprets to your new platform with out situation.

First, decide that it’s potential to switch your information to the brand new system in its correct format. Then, take into account the way you’ll put together your information for this course of. If it seems that transferring your information from one system to a different requires a number of time and labor in your half, take into account whether or not the software program affords different advantages that make it definitely worth the effort.

Does it have the integrations my group wants?

Integrations are important for an efficient fundraising software program ecosystem. Unintegrated software program may end up in time-consuming handbook information migration and information silos. With integrations, nonetheless, your know-how can perform as a cohesive unit, slightly than a group of disparate instruments.

Due to this fact, one of the vital vital questions when shopping for fundraising software program is “Does it provide the integrations my staff⁠—and know-how ecosystem⁠—wants?”

For instance, Double the Donation integrates with 70+ of the trade’s largest nonprofit know-how suppliers, together with donation platforms, peer-to-peer software program, CRMs, company giving options, and extra. In the event you use (or plan to make use of) Double the Donation’s matching reward software program, we strongly suggest exploring the giving instruments with which we companion.

How do I keep efficient use of my software program over time?

The shopping for course of doesn’t simply finish the minute your software program is ready up and your workers is aware of the right way to use it. On your software program to maintain working at its highest capability, take into account the way you’ll keep it over time.

Earlier than deciding, ask if the software program has any built-in options to =preserve your information clear and up-to-date. That is one occasion the place automation could make a giant distinction. Automated options like deduplication may help keep a clear and correct database, making certain your data by no means grow to be messy and out of hand.

Second, be certain that your upkeep help consists of putting in updates⁠, or if it doesn’t, that these updates are pretty simple to put in your self. By protecting your software program up-to-date, you’ll get rather more life out of it and guarantee it stays safe.

Key Steps for Shopping for Fundraising Software program

As you navigate the fundraising software program shopping for course of, preserve these key steps in thoughts.

When buying fundraising software, follow these steps to make the best choice for your nonprofit.

1. Decide your fundraising objectives, must-have options, and price range.

Begin by figuring out what you need to obtain with a brand new platform. Maybe you need to:

Discover how every aim has correlating options that help you accomplish these aims. Allocate your funds based mostly on these objectives, must-have options, and anticipated variety of customers.

The very best recommendation we may give is to not overcomplicate the fundraising course of when shopping for fundraising software program. Your new software program ought to make your group’s present operations higher. In case your new resolution overcomplicates issues to your staff and donors with pointless options, it’s most likely not the one.

2. Create an inventory of potential distributors.

With so many fundraising software program options accessible, it may be troublesome to slender down your choices. To kickstart your analysis with trusted suppliers, we suggest heading over to Double the Donation’s partnerships hub to take a look at the vary of progressive, best-in-class options that we work with.

Nonetheless too many decisions? Use our software program search device to filter for various platform varieties, verticals served, and key performance. In doing so, yow will discover the precise instruments and equip your staff with Double the Donation’s matching reward resolution to drive company giving income.

3. Take a look at the critiques.

You don’t must undergo the shopping for course of alone. In actual fact, organizations which have beforehand used a specific fundraising software program generally is a enormous assist on the subject of deciding whether or not or to not purchase. As a result of they’ve had expertise with the product, they’ll attest firsthand to the way it capabilities.

Seek the advice of on-line critiques different organizations have offered in regards to the software program you’re evaluating. In the event you see sure patterns concerning the platform’s strengths or weaknesses, it’s pretty protected to count on an identical expertise.

Moreover, attempt reaching out to your connections within the nonprofit sector. Fundraising professionals at organizations just like yours could have perception into the software program they thought-about, which options labored, and which despatched up purple flags for them.

4. Guide demos.

Earlier than making your remaining determination, see the instruments in motion. Most software program distributors provide informational demos, permitting potential purchasers to get a greater thought of their product earlier than shopping for.

Verify the seller’s web site to see in the event that they function any pre-recorded demo movies. Some suppliers could require fundamental details about your nonprofit and the way you plan to make use of the software program first, then ship an on-demand demo (or maybe even a free trial) over electronic mail or by means of their website.

For these additional alongside within the shopping for course of, many distributors additionally provide stay on-line demos upon request. These experiences are extra customized and might present a more in-depth have a look at how the software program will work to your group. From right here, you may make your remaining determination and purchase the fundraising software program that’s one of the best match to your group!

5. Buy your fundraising software program.

Primarily based in your demos, make your remaining determination and purchase the fundraising software program that’s one of the best match to your group! Work together with your vendor to get the know-how up and working. You may also work with a fundraising know-how marketing consultant to combine the brand new instruments into your processes.

Our Prime Fundraising Device Choose to Drive Engagement + Income

Following the tips about selecting the right fundraising software program, you is perhaps questioning what our high fundraising software program suggestions are. To maximise donor contributions and fundraising effectivity, we advise selecting 360MatchPro⁠—our full matching reward automation platform. It empowers you to determine company match alternatives, pinpoint your highest-value alternatives, and drive these matches to completion.

Some of the benefits of 360MatchPro's fundraising software include identifying more matching gift opportunities and boosting revenue.

360MatchPro Overview

360MatchPro by Double the Donation enhances the matching reward course of for nonprofits and their donors, growing matching reward income. Our platform integrates seamlessly with a variety of fundraising instruments, corresponding to donation varieties, peer-to-peer software program, and donor administration techniques.

Upon receiving a donation, donors who used their work electronic mail addresses for his or her reward are robotically evaluated by 360MatchPro to find out if they’re eligible for an identical reward from their employer. If they’re, the platform then sends tailor-made, company-specific directions for submitting an identical reward request. If eligibility is unsure, the software program prompts donors to make use of an embedded firm search device to verify their standing and entry real-time directions.

Plus, 360MatchPro assists fundraisers in monitoring incoming matches, offering helpful insights for forecasting match income, pushing stalled matches ahead, and providing complete reporting and analytics to evaluate success and determine areas for enchancment in your matching reward technique. To not point out, our auto-submission function is the most recent development in matching reward know-how and simplifies the donation course of immensely. Watch this video for a rundown of the way it works:

Research point out that using an identical reward automation device (like 360MatchPro) will increase matching reward income for nonprofits by 61%! It even drives particular person giving. 84% of survey contributors indicated they’re extra prone to donate if a match is obtainable, and 1 in 3 donors indicated they’d give a bigger reward if matching is utilized.

Leveraging our fundraising software will help you boost matching gift revenue.

With our matching reward software program, the method is fully automated, saving your group important time and assets. Matching items have by no means been simpler⁠!

Get a demo to see our matching gift tools in action before buying our fundraising software.

Examples of Fundraising Software program In Motion

When contemplating fundraising software program, it may be helpful to examine precisely what it will probably do to your nonprofit. Fairly than counting on hypotheticals, attempt searching for case research and examples of organizations that use the instruments you’re contemplating.

To point out off how the precise software program can elevate a nonprofit’s fundraising technique, we’ve put collectively just a few examples of high fundraising platforms in motion:

Marietta School

*Makes use of GiveCampus and Double the Donation

Marietta School is a non-public liberal arts faculty persistently ranked among the many high schools in Ohio. Let’s have a look at the important components of Marietta School’s fundraising technique and the way its know-how helps its objectives.

Donation Web page

Here's a sample donation page that Marietta College created with its fundraising software.

Marietta School’s donation web page is fast and straightforward to finish, prompting customers to enter fundamental reward particulars and call info. There are additionally optionally available fields, together with employer for matching reward packages, affiliation to the college, and sophistication 12 months, to supply extra insights for the establishment.

As soon as the shape is accomplished, the college’s fundraising software program lets donors try utilizing Venmo, PayPal, Google Pay, debit/bank card, or financial institution switch. Offering a number of fee strategies permits organizations to satisfy donors the place they’re and drive extra items to completion!

Affirmation Display

Marietta College used its online fundraising software to create this confirmation page.

After submitting their contribution, the donor is robotically rerouted to a present affirmation display. This net web page thanks supporters for his or her beneficiant contributions and gives detailed details about their employers’ matching reward packages⁠, together with eligibility standards and the right way to full their matches.

By telling donors the right way to pursue accessible matching reward alternatives, extra matches are pushed to completion, and extra income is generated for the establishment.

Comply with-Up E-mail

Within its fundraising platform, Marietta College created follow-up emails to send to donors.

A couple of minutes after finalizing their donations, Marietta School supporters obtain custom-made electronic mail follow-ups of their inboxes. These messages embrace appreciation emails along with reminders about matching reward program availability, hyperlinks to on-line submission portals, and actionable encouragement to finish their matching reward requests.

This retains the school and its fundraising wants on the forefront of donors’ minds for longer and in the end ends in elevated company matching income to assist the college attain its objectives.

African Influence Basis

*Makes use of Fundraise Up and Double the Donation

The African Influence Basis was established in 2008 to equip youngsters in Southern and Jap Africa with the training and abilities to uncover pathways out of poverty. Right here’s how the muse collects donations utilizing highly effective fundraising instruments.

Multi-Step Donation Web page

Using its donation software, the African Impact Foundation created this multi-page donation form.

The African Influence Basis leverages a multi-step donation type with which donors can submit their items to the group. On the primary web page, people can choose their meant donation from recommended reward sizes or enter their very own quantity. Moreover, they’ll select to present on a recurring foundation, dedicate or designate their reward, or add optionally available feedback. The fundraising software program affords a number of alternatives all through the giving course of for donors to improve their donations.

On the subsequent web page, donors are inspired to double their reward affect with an identical donation. They’re offered entry to an identical reward firm search device to call their employer to view pointers and accessible varieties. Within the remaining step, donors can select to cowl their transaction prices and take a look at utilizing a bank card, PayPal, or Google Pay.

Comply with-Up E-mail

After donating, supporters receive a follow-up email triggered by the African Impact Foundation's fundraising software.

Utilizing the employment info offered throughout the preliminary donation course of, the African Influence Basis’s fundraising software program triggers automated matching reward follow-up emails⁠, offering donors with company-specific program info and detailed subsequent steps for submitting requests. Additionally they use the follow-up electronic mail to thank donors and encourage them to get their items matched by their using corporations.

What’s Subsequent?

With the precise instruments and assets in your staff’s tech stack, you’ll have the ability to convey in additional fundraising income with no hitch.

All for studying extra about strategic nonprofit fundraising and the options accessible to your staff? Take a look at these extra fundraising assets:

Get a free demo of our fundraising software and learn how you can secure more matching gifts.

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