Donor services and constituent relationships

In addition to ClearView CRM’s fundraising and donor relationship management tools, you’ll find the essential operational and administrative capabilities that keeps your donor services department moving smoothly. The benefits range from greater efficiency and automation to secure payment processing and more accurate data.

 

If your nonprofit works with volunteers, has members, or both, ClearView CRM gives you some essential tools for managing your organization's relationships with these key constituent groups. ClearView's volunteer tracking and membership management features help you carry out and plan your work with people who are often the lifeblood of an organization.

 

Gift and pledge processing

Gift and pledge processing

Enter gift data–transaction, gift date, gift amount and appeal–quickly and efficiently. Add new prospects quickly by inputting basic information in one place.

 

Batch handling

Make batch entry of gifts, pledges and payments to ensure the efficiency of this essential part of donor services. Define templates, set defaults and organize batches for greater speed and accuracy.

 

Secure credit card/EFT processing and credit card vaulting

Process credit cards and electronic fund transfers (EFT). Organize your organization’s electronic needs from setting up accounts and procedures and automating processes, to reconciliation and resolution.  Add another level of security to your credit card transactions with vaulting, which stores card numbers in a secured, separate location, reducing the chance of comprising your donors' information.

Acknowledgements and recognitions

Acknowledgements and recognitions

Send accurate, prompt gift acknowledgements to your donors to boost retention and help with IRS reporting needs.  Track the donor recognitions your organizations makes--from naming rights to plaques, bricks and more--as well as identify custom inscriptions or store authenticity certificate information.

Volunteer tracking

Volunteer tracking

Manage your volunteers as an integral part of your constituency. Combine the information on your volunteers' activities with their gifts, event attendance and membership activities.

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Membership management

Membership management

Plan and manage multiple events, from registrations and seating charts to volunteer assignments, auction purchases and pledges. You can also budget and track expenses, organize in-kind gifts and other key tasks.

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