Major Donors, Trusts and Foundations
Nurture fruitful, high-value relationships
Professionalise your fundraising
Manage multiple Pipelines
As a busy charity, it can be hard to manage multiple income streams side-by-side. Donorfy has best practice built in, helping you to professionalise and scale your fundraising.
Use Donorfy to create strategies and tasks for each type of funder – making targeted outreach to Major Donors, Trusts and Foundations and corporate donors.
Get visibility of your high value support pipeline with a holistic approach to tracking and forecasting income.
Major Donors
Build relationships
- Research and score prospects based on their capacity, propensity and connection to your cause
- Use Donorfy’s workflow tools to track and manage every opportunity through each stage of your pipeline to completion
- Track opportunities by fund, campaign and supporter type
- Define and map relationship networks in Donorfy to identify who knows who – and how
Trusts and Foundations
Trust fundraising
- Research and identify suitable Trusts and Foundations to build links with
- Create and maintain a history of grants applied for and their outcome
- Build upcoming grant opportunities into your opportunity pipeline
- Track multi-year pledges and set reminders for reporting and invoicing
Corporate Fundraising
Manage complex relationships
- Manage multiple contacts at the same organisation
- Coordinate company volunteering events and track participation
- Offer corporate sponsorship products
- Track donations and matched gifts
Legacy and in-memoriam
High value gifts
- Tag legacy intenders and pledgers as an outcome of your marketing campaigns
- Track legacy case management workflow for bequests
- Process in-memoriam donations and manage Tribute Funds
Revolutionise your relationship with donors.
Donorfy features, automations and integrations give you the power to build beautiful seamless supporter journeys.