Donor Management & Engagement
Affnetz Donor Management and Engagement captures past and continued donations, as well as donor engagement activities. This enables your Nonprofit to fine-tune its fundraising approach, sustain and grow donations, and dramatically increase donor engagement and involvement with your Nonprofit.
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Affnetz Donor Management & Engagement
Affnetz Donor Management and Engagement captures past and continued donations, as well as donor engagement activities. This enables your Nonprofit to fine-tune its fundraising approach, sustain and grow donations, and dramatically increase donor engagement and involvement with your Nonprofit.
Donations and donor engagement are critical to Nonprofit survival.
Across the US, less than 30% of this year’s donors will make a gift next year. You need a system that can not only manage, but engage donors.
Affnetz tackles donor management and increases donor engagement from all angles.
CRM
Creating a clear picture of a donor and other Nonprofit stakeholders means capturing, maintaining, and acting on the right information. Affnetz CRM does more than just manage and engage donors. With Affnetz, you determine which stakeholders you want to you want to manage and engage (donors, major donors, board members, staff, volunteers, program beneficiaries, sponsors, etc.).
Related to fundraising, you can capture all donor communications as well as the moves management process by viewing all donor touchpoints for a specific donor, or across all donors in the system. You can also manage the relationships the donor has with your Nonprofit (board member, volunteer solicitor, solicitor assigned to the donor, etc.). This is particularly helpful as most donor management CRMs are limited to only tracking donors, which does not reflect a donor’s full engagement if they are volunteering as well as making financial contributions.
Affnetz Integrations for More Robust Donor Management & Engagement
Integration with Affnetz Task Management allows you to create and assign tasks to yourself, team members, board members, or fundraising volunteers various activities related to donor engagement and fundraising.
The Affnetz Dashboard is personalized to support your unique information needs. You can track key metrics (recent donations, new donors, board solicitations, month-over-month donations, open tasks, etc.) that keep you informed and help you make better informed decisions.
Integration with Affnetz Comprehensive Reporting provides canned and customized reporting to help drive better decision making. Nonprofits can build their own reports with an easy-to-use interface – providing the right information at the right time. You can also schedule fundraising reports at specific intervals for automated delivery to specific staff and fundraising volunteers.
Your entire team, including volunteers, can see who has recently given which eliminates any guesswork associated with prompts stewardship as staff and volunteers reach out to recent donors to thank them for their gifts. This also eliminates any awkward encounters with fundraising volunteers and recent donors where the volunteer isn’t sure whether to thank the person for their recent gift, or encourage them to donate.
Integration with Affnetz E-mail Marketing means your CRM is directly linked to your email marketing system, making email campaigns seamless. You can set up rules in email to immediately thank recent donors for their gifts. And setting up a first-time donor campaign is as easy as creating a cascading email campaign that emails new donors at predetermined intervals to help them feel welcome, engaged, and informed about your Nonprofit.
Integration with Affnetz Surveys and Feedback allows you to capture donor feedback, and ensure you are addressing and acting on specific donor needs. Tracking specific feedback from donors is extremely helpful, and this capability to capture and retain feedback from donors ensures you’re protecting institutional memory that is in the system regardless of staff changes and new fundraising volunteers become involved.
Affnetz QuickBooks® Integration means that donations seamlessly post within Affnetz Donor Management and Engagement. Say goodbye to inefficient manual and double data entry, while increasing productivity and ensuring accurate data. Staff morale and retention also increase, as team members can focus on higher value tasks (e.g., major gifts, stewardship, etc.) rather than mind-numbing double data entry. This also reduces fundraising and general administrative expenses.