Beneficiary Management

No Forced Demos. No Hidden Costs. No Contracts.

Achieving your Nonprofit’s mission means serving your beneficiaries. Affnetz Beneficiary Management helps you manage information about their past, current, and planned interactions with your Nonprofit

Trusted By Leading Nonprofits

Key Features

Affnetz Beneficiary Management goes above and beyond to truly engage your beneficiaries in the work of your Nonprofit. With easy evaluations and the active involvement of your beneficiaries, program success is bound to follow.

Affnetz Integration for More Beneficiary Management

Beneficiary Engagement

More than just managing your beneficiaries, Affnetz goes further and helps you engage directly with them to systematically understand what works, what needs improvement, and to better measure outcomes.

Beneficiary Data Management

Data about beneficiaries can be captured and analyzed to measure your Nonprofit’s outcomes, improve programs, and remain on the leading edge of program delivery and responsiveness. Staff can easily personalize the platform to include any data they want to track and measure.

Beneficiary Involvement

Affnetz’s open architecture provides a permission-based platform that is easy for beneficiaries to log in and input data. This increases accuracy and allows staff to dedicate their precious time to other priorities. This also provides agency to beneficiaries as they play a more active role in their relationship with your Nonprofit.

Surveys and Feedback

Beneficiaries can also provide feedback via Affnetz’s integrated Surveys and Feedback solution. Feedback from beneficiaries helps your Nonprofit improve programs and services to increase responsiveness and positive social outcomes. This feedback can also be used in reporting outcomes and capturing and sharing stories from your beneficiaries with your Nonprofit’s other audiences.

Testimonials

The commitment by Affnetz to serve others, in helping us to serve others, has been very valuable. It’s an inspiration to have a company that is really dedicated to helping the Nonprofits to succeed.

I love all of the aspects with Affnetz in that it has that all-in-one, one-stop feeling.

What I appreciate about Affnetz is that they are vested in the success of their clients

Our Trusted Clients

FAQs

1. How does Affnetz help my Nonprofit stakeholders such as Donors, Volunteers, Board of Directors, and core Beneficiaries feel more engaged?

In a survey of Nonprofit organizations* respondents reported: Only 43% of donors made repeat gifts in the following year. Also, in our experience, less than 30% of volunteers return to serve year over year. Fundraising effectiveness and volunteer operations success over the long term depends on nurturing relationships with these and other Stakeholders to keep them coming back year after year. Nonprofits are under pressure to improve their Stakeholders’ experiences in several critical areas including:

Stakeholder Connectedness
Websites lacking fresh information
Information about other Stakeholders such as Donors, Volunteers, Board of Directors, and Beneficiaries
Event Management
Feedback mechanisms
Collaboration tools
Engagement of Sponsors and Advertisers

However, many Nonprofits rely on an array of standalone technical Solutions that do not allow them to provide the best experience for Stakeholders. Affnetz provides an affordable, integrated SaaS (Software as a Service) Platform that handles all your critical processes. Nonprofits can save time and money while delivering a superior experience for Stakeholders. * 2019 Fundraising Effectiveness Survey Report, The Fundraising Effectiveness Project – 2019 FUNDRAISING EFFECTIVENESS SURVEY REPORT

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2. How does Affnetz support collaboration within my Nonprofit?

Affnetz supports collaboration in multiple ways. For example, the Affnetz Intranet and Project Management module provides a collaboration Platform that your Stakeholders such as Donors, Volunteers, Board of Directors, Core Beneficiaries, and staff can use as a knowledge base, share files, and coordinate activities. Another example is the Affnetz social media dashboard. It enables your Stakeholders to build and leverage close professional relationships with other Stakeholders and event attendees. Stakeholders can create a post, share an update or comment on an existing update/post.

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3. My Nonprofit wants to collaborate with other organizations to raise awareness of our Mission. How can Affnetz support collaboration between our Nonprofit, other local, national, or international chapters of our Nonprofit or other organizations on joint initiatives or projects?

Research shows Nonprofit chapters often collaborate for two reasons:

First, it is an opportunity to reduce costs on things such as real estate, IT, Software, CMS, CRM, programs, and fees.

Second, some Nonprofits are exploring options for down-sizing or collaborating with other local, national, or international chapters of your Nonprofit or any other organization.

Also, Nonprofits collaborate with other organizations such as Chambers and Businesses to promote the Nonprofit’s Mission.

Your Nonprofit and other organizations that are using Affnetz have automatic compatibility for Inter-organizational sharing of data, projects, committees, and events.

The Affnetz Platform helps in cost savings, efficiency, better sponsor relationships, and new revenue generation from stakeholders such as Donors, Volunteers, Board of Directors, and in some cases from the Nonprofit’s core beneficiaries, event sponsors, and advertisers.

All modules can be securely integrated with a signed agreement between your Nonprofit and any other chapters, organizations using the Affnetz Solution.

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4. Due to cost-cutting reasons, we need to share IT, Member, Volunteer, Sponsor, and resources with other chapters. How does Affnetz help?

All Affnetz modules can be securely integrated with a signed agreement between your organization and any other organizations using the Affnetz solution.

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5. How can affnetz help in Donation renewals and Volunteer commitments?

For Donors: affnetz can support increased engagement with your organization. Frequent communication with donors can reduce attrition and reinforce their commitment to the organization’s Mission.

For Volunteers: enhanced collaboration and communication features of affnetz help clarify expectations for their volunteer duties and improve coordination to make optimal use of their time and talent.

Affnetz provides these important stakeholders with tools to increase the value of their contributions. It increases the “stickiness,” thus enhancing their commitments, service, and volunteer efforts. Stakeholders are reluctant to leave because it means giving up valuable benefits the Platform offers, including losing interaction opportunities and accumulated data.

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6. How can affnetz help current or potential Stakeholders (Donors, Volunteers, Board of Directors, Beneficiaries) prove ROI for renewing their commitment to my Nonprofit?

The affnetz SaaS Solution provides multiple benefits. Stakeholders can cite as proof of a positive ROI and increased opportunity to promote the Nonprofit’s Mission. Stakeholders sharing social media updates about their specialized area of work, and community engagement help them become brand ambassadors for your Nonprofit.

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7. How can affnetz help my Nonprofit solve problems in generating new Donation and Sponsor revenue?

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8. Does affnetz have a centralized Stakeholders (Donors, Volunteers, Board of Directors, Beneficiaries) database?

Affnetz has a comprehensive Stakeholders database functionality that allows your Nonprofit to capture a robust set of Stakeholders data. The database includes a complete Customer Relation Management (CRM) system to help you keep detailed tabs on the health of your stakeholders. The affnetz CRM function allows the organization to have a complete view of actions that build and sustain the health of the member base. FEATURES

Comprehensive Stakeholders /donor/volunteer database
Log all interactions with stakeholders– emails, phone calls, marketing campaigns
Track stakeholders commitments, donations, and renewals
Marketing automation – manage marketing programs including email campaigns with tracking
Interfaces with Intuit QuickBooks® to log all payments and refunds including promo or sponsor code integration
Tags on Stakeholder entries (e.g., identify Donors, Volunteers, Board of Directors, to serve on committees)
Allows Stakeholders and non-Stakeholders (guest) listings Event attendees are added to the database when they register, which allows this information to be used for recruiting new Stakeholders.

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9. How does affnetz support outbound mail campaigns to Stakeholders such as Donors, Volunteers, Board of Directors, and the Nonprofit’s core beneficiaries?

The affnetz Customer Relation Management (CRM) system supports a full-featured native e-mail campaign capability.

E-mail campaigns can be tailored to Stakeholder segments and sub-segments

10. How does the affnetz CRM work?

affnetz member/donor/volunteer database. Data can be input and referenced from a computer or smartphone. Second, permissions to the database can be tailored by the administrator, depending on the requirements of the user. Staff would have full access to the database. Members would be able to access the data to support their ongoing networking and communication activities. Third, the staff would be able to handle master data management to ensure the integrity of the data. They make sure the data is clean and up to date. Fourth, the CRM module provides email campaign management, which enables workflow from the initial campaign concept through build, test, deployment, and post-campaign analysis. It also allows control of multiple lists for segmentation. Fifth, the affnetz CRM provides analytics tools to make sense of the database contents for decision making in such efforts as

Campaign evaluation
Managing and segmenting lists for targeted marketing
Measure results across channels

Sixth, lead generation and follow-up tracking for prospective members and current members. This allows assessment of member behavior in the quest to provide innovative engagement opportunities.

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How do you create a donor strategy?

Creating a donor strategy is essential to building a long-term and mutually beneficial relationship with a donor. Donor engagement and moves management go a long way toward implementing your donor strategy, and you’ll want to craft this strategy based on active listening and learning what your donor’s motivational triggers are – that is – what motivates and compels them to donate to your Nonprofit. Build all your donor engagement around these motivational triggers.

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How do you build relationships with donors?

In order to build relationships with donors you have to make them feel like there is a relationship between them and your NOnprofit. That is, do they feel like donating to your Nonprofit is a transaction, or do they really feel like it’s a mutually beneficial relationship? THey’re likely to feel like it’s a relationship if you’re honoring their communication preferences, spelling their names correctly, not ignoring one spouse when in fact both are donors, and you are dialed in on why they donate to your Nonprofit. Do they like a particular program? Are they friends with your Board Chair? Do they have a personal story from their past that links them to the mission? Find out! Ask! Listen! And, remember.

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Why is donor segmentation important?

Know thine audience! Segment donors based on their interests, donation giving level, preferred method of communication, and other key variables. If you have special news about a particular program, wouldn’t it be great to send a special email / letter only to those donors with a keen interest in that program – say 25 vs 250? That makes the 25 feel really special, and you’re dialed in to their interests. And, if you’re doing a mass snail mail, don’t include an ask string with a $10,000 giving option to donors who have never given over $100 – likewise, you might not want to include your $10,000 donors in the snail mail and opt to meet face-to-face with them instead. Segmentation is also very helpful in excluding donors who recently gave. So, you could exclude donors from receiving a fundraising appeal that will go out to lapsed donors who gave over $250 last year or the prior year. If you’ve got a good CRM, you can run this report and segment your donors.

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Why is it important to communicate with donors?

If you want to build a relationship, then move beyond treating donors like an ATM. Go beyond the transaction and build a relationship. You have to do this through communication. ANother key reason to communicate with donors is that there is always the assumption that donors know more about your Nonprofit than they do. Quite simply – they don’t. Trust me. No matter what you think, donors don’t know as much about your Nonprofit as you think they do. You can address and remedy this problem through communication with your donors.

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What is donation management software?

Donation management software usually consists of a CRM that tracks donations amounts, dates, and donor information. It is usually quite limited in terms of its functionality. A step up is Donor management software that offers more options but still doesn’t offer a full array of integrated functionality needed for complete donor engagement. Donor Management and Engagement Software is fully integrated software that offers Nonprofits a turnkey solution for their donation management, donor management and donor engagement needs.

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What is a donor engagement plan?

A donor engagement plan is developed by a Nonprofit’s fundraising team and lays out the touch points associated with engaging a donor throughout a year. This is also called the moves management process. All donors will have a donor engagement plan, while most major donors have a donor engagement plan that is unique to each major donor

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Why is donor engagement software important?

Donor engagement software is vital to the success of a Nonprofit. An integrated system will provide you with a seamless view of each donor’s journey in your Nonprofit. All your data is under one roof, with functionality across multiple modules, all of which are integrated. This integration frees your team up to focus higher value tasks like donor engagement and mission-oriented tasks rather than cobbling data together from various standalone software programs. Donor engagement software is a virtual employee of sorts, which makes a huge difference for any Nonprofit, but can be a gamechanger for the fundraising programs of smaller-sized Nonprofits.

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What is the purpose of a donor survey?

Some Nonprofits send their donors surveys to find out more about preferences and satisfaction levels. These surveys often provide good insights and feedback to the Nonprofit. ONe thing to keep in mind is over-communication with donors, and if feedback would only come from those who are already most likely to communicate with the Nonprofit.

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Try Beneficiary Management For Free

Affnetz Beneficiary Management Read More

Affnetz Beneficiary Management Software

Achieving your Nonprofit’s mission means serving your beneficiaries. Affnetz Beneficiary Management helps you manage information about their past, current, and planned interactions with your Nonprofit.

As strange as it sounds, beneficiaries are often the forgotten stakeholders in Nonprofit data management. Most Nonprofit software is focused solely on donors and fundraising, which makes managing, tracking, and measuring your Nonprofit’s outcomes difficult. Affnetz Beneficiary Management provides you with this powerful functionality.

Formative evaluations are a breeze as you determine how successfully the project follows your strategy on a rolling and ongoing basis. This allows course correction and tweaking your strategy during the project rather than waiting until it’s complete. Plus, you can use Affnetz Comprehensive Reporting to tailor a report and automate it for delivery based on your selected timeframe. This helps your entire team, literally, be on the same page.

Summative evaluations are also quite easy to conduct, as you’ve been tracking key data, activities, and outputs, which also roll-up into Affnetz Comprehensive Reporting, where you can tailor reports based on your needs. This means no more waiting until the grant ends for your fundraising team to meet with your program team to discuss the data needed for an upcoming grant report – and scurry to get the report in on time. Affnetz breaks down the typical silo nature of different teams, allowing them to work together from the beginning of the project.

Depending on the type of beneficiaries your Nonprofit works with, you can also use Affnetz Beneficiary Management to solicit program-related data from those receiving programs or services from your Nonprofit. Affnetz’s open architecture provides a permission-based platform that is easy for beneficiaries to log in and input data. This increases accuracy and dramatically reduces hundreds of hours of staff time seeking data and making beneficiaries feel like they’re being constantly measured and evaluated. This also provides agency to beneficiaries as they play a more active role in their relationship with your Nonprofit.

Beneficiaries can also provide feedback via Affnetz’s integrated Surveys and Feedback solution. Those receiving programs or services provided by the Nonprofit sometimes lack the means and perhaps the motivation to interact with the organization. Feedback from beneficiaries helps your Nonprofit improve programs and services to increase responsiveness and positive social outcomes. This feedback can also be used in reporting outcomes and capturing and sharing stories from your beneficiaries with your Nonprofit’s other audiences.

Affnetz Robust Task Management can be used to track key tasks and projects related to working with beneficiaries. This provides each team member, and your entire team, with an overview of key activities. At-a-glance, or drilling down tasks by type, date, person, or team, you’re team will have a 360-degree view of all program-related activities. This helps eliminate taking up so much meeting time for program updates, as everyone is aware of what’s happening. Meeting time can then be better spent on solving problems and taking advantage of opportunities.

Your team can also use Affnetz Turnkey Event Management System (AEMS). AEMS is truly turnkey when it comes to beneficiaries, training, workshops, or any type of event can be planned and implemented.

Beneficiary Management

Trusted By Leading Nonprofits

Key Features

Affnetz Integration for More Beneficiary Management

Beneficiary Engagement

Beneficiary Data Management

Beneficiary Involvement

Surveys and Feedback

Testimonials

FAQs

Try Beneficiary Management For Free

Affnetz Beneficiary Management Software

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