Comprehensive Interaction History: View every gift, event attendance record, email, and relationship in a single, consolidated record.

Clinical & Programmatic Interest Tracking: Log exactly what pulls a donor's heartstrings—whether they prefer supporting early childhood initiatives or senior care programs—enabling your team to perfectly tailor asks and messaging.

Wealth Screening Integrations: Connect native Salesforce data with wealth-screening tools to instantly evaluate an individual's true capacity to give, ensuring major gift officers ask for the right amount.

Solicitation Campaign Management: Monitor the direct ROI of specific solicitation strategies, tracking precisely which year-end appeals, annual funds, or digital pushes generated a given donor response.

Transactional Gift Processing: Streamline backend check processing, online payment capture, and direct in-kind donation logging so data entry is automated and error-free.

Restricted vs. Unrestricted Earmarking: Natively manage gift designations to ensure inbound funding is automatically funneled to its intended destination.

Audit-Ready Program Allocation: Cleanly separate general operational funds from restricted grants or personal donations earmarked for specific programs, establishing absolute financial transparency for stakeholders.

Household Rollups: Map whole-family connections so you don't treat spouses as isolated entities. System-wide attributions ensure that if one family member pledges a major gift, you avoid accidentally double-asking their partner.

Corporate & Influencer Networks: Track complex webs of connection across companies, board members, associate boards, and personal extended families to leverage existing relationships for corporate matching or foundational introductions.

Gala & Event Operations: Move beyond simple attendance logs to manage micro-sites, registration forms, and ticket allocations for large-scale galas, thousand-plate dinners, or charity 5Ks.

Peer-to-Peer Solicitation Tracking: Empower your supporters to raise funds on your behalf (such as marathon sponsorships). The system tracks individual fundraising goals while accurately attributing every dollar back to the primary solicitor's network.

Moves Management Pipelines: Guide high-value prospects through a structured cultivation cycle, managing the process from initial identification and discovery to final solicitation and ongoing stewardship.

Automated Data Segmentation: Tailor journeys to your supporters by automatically segmenting lists based on their historical giving tier, relationship tenure, programmatic interests, and active engagement patterns.