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7 Quick Wins for Fundraising Charities using Donorfy

It can be difficult how to decide how to best prioritise resources in a small or medium sized charity. We think that Donorfy is different, more effective and more affordable, so we want to show you how.

If you’ve already taken a tour of Donorfy and you still have some burning questions about how to get value out of our donor management CRM, we’ve laid out a few of our top quick wins for charities like yours to start getting value from Donorfy straight away.


1. Start tracking your pipeline for major gifts and trusts


To help you manage your donor data more effectively and raise more funds, Donorfy has added major new features for charities that help raise funds from high-net-worth individuals and grant-making bodies such as trusts and foundations. The features include prospect research - assessing their capacity and probability to give to your cause; opportunity management -  tracking the process of asking for their support; and pipeline monitoring - keeping an eye what’s coming in from these potential funders.


2. Get organised with tasks and reminders


Are you struggling with your donor data pipeline? There are various ways to better organise your fundraising workflow! The Donorfy CRM enables you to keep notes, schedule follow-ups, reminders, delegate tasks, create alerts and due dates for you and your colleagues.


3. Get started with donations - no major website hassle needed!


It won’t take an army of engineers or several weeks to set up; we’re simple. Upload a logo and start publicising your donation page - no technical skills needed! Single and recurring donations. Credit/Debit Card and Direct Debit. The donations and Constituents go straight into Donorfy, and of course Gift Aid is collected for you. What could be simpler?


4. Integrate with Mailchimp to understand who reads your emails and donates


Using the integration with Mailchimp, Donorfy allows you to sync up your mailing list with your donor data, and ensure information isn’t being repeated, or help you keep track if someone’s information has changed.


5. Collect all outstanding gift aid


Donorfy takes the pain and effort out of Gift Aid! How? It reclaims Gift Aid tax from all eligible donations for you, direct from HMRC into your bank account, every month. You can control what makes donations eligible, and you still get to preview and even edit each month’s claim.


6. Add team members so you can start collaborating


CRM really starts to pay when you get the whole organisation using it. With Donorfy, you can get your colleagues involved with ease. No complicated setup or installations - remember, Donorfy works in your browser. Just invite new team members to join the party. The invited user will receive an email and be able to get started on Donorfy right away.


7. Get going! Update on-the-go through your smart phone


You’re busy, and your data needs to travel with you. Donorfy stores it safely in the Cloud, enabling us to provide a slick smartphone experience for busy fundraisers. When you can access or edit crucial donor data when you’re away from your desk, you can take your fundraising to a whole new level of organisation.


Donorfy is donor management as it should be. Automated. Effortless. Enjoyable. Connected. Nothing to install. No complicated upgrades. Just smart donor management that works beautifully in the cloud – straight from the word go.

Sign up for a free trial now.

Want to learn more? Read about our 2016 Civil Society win, where Donorfy was voted BEST Charity CRM for cost, functionality, integration and more.