Donorfy Features & Integrations

Donorfy is a CRM for non-profits. Fundraising software. A donor database which integrates with other best-of-breed applications in the cloud.

Create, execute and measure direct marketing campaigns to your constituents.
Manage constituents: individuals and organisations.
Search-engine style constituent search and filtering.
Powerful communication preferences and consents, based on purpose of comms and preferred channels.
Tagging – for interests, skills, mailing lists etc.
Timeline – including Activities (calls, meetings etc), giving history, GADs.
Connections – make connections between constituents, view in a spider diagram.
Change-log tracks all changes to a Constituent.
Duplicate prevention and record merging.

Enter and import transactions, with split allocations.
Soft-credit gifts to other constituents.
Customise acknowledgements at gift level, and send acknowledgement / thank you emails and CSV export for mail-merge.
Define your own coding structure for income, using Campaign, Fund, Product, Department.
Track donation value, gross value (including GA), costs.
Configure the corresponding accounting codes and export your income data to your accounting software (e.g. Sage) using the accounting system’s coding structure.

Define any number of membership products.
Individuals, households, organisations can be members.
Join online, auto-renewal by card or Direct Debit using the Stripe and GoCardless widgets.

Online giving widgets that you can embed in your website.
Single and recurring gifts by payment card and Direct Debit (via integrations with Stripe and GoCardless).
Configurable giving pages for Campaigns.
Tag legacy intenders and pledgers.
Import and reconciliation of Standing Order payment files via the file uploader.
Import gifts from other sources using the file uploader.
Integrate your peer-to-peer fundraisers’ activities into Donorfy using the JustGiving integration.

Research and score Trusts and Foundations for their assets, propensity and connection to your cause.
Set application frequency and months.
Track and manage grant applications to completion, attach relevant documents.
Set tasks and reminders for follow-ups.
Review the pipeline and update applications according to stage and probability.
Convert the opportunity to Pledges.

Research and score major donor prospects for their assets, propensity and connection to your cause.
7 steps of major gift fundraising - built in methodology and workflow.
Offer project funding (via Campaigns feature) including fundable items shopping list.
Track and manage major gift asks to completion, attach relevant documents.
Set tasks and reminders for follow-ups.
Review the pipeline and update applications according to stage and probability.
Convert the opportunity to Pledges.

Research and score prospective corporate partners for their assets, propensity and connection to your cause.
Manage multiple contacts at the same organisation.
Describe the corporate structure using the Connections feature.
Track and manage grant applications to completion, attach relevant documents.
Set tasks and reminders for follow-ups.
Review the pipeline and update applications according to stage and probability.
Import and reconcile Payroll Giving donations.

Standard fundraising dashboard.
Custom dashboards and reports from (for example) Tableau, Microsoft Excel, Microsoft Power BI, using the Data Service.

Lists – dynamic (filtered) and fixed lists, with sorting, filtering and column selection.
Options to produce List output according to constituents’ communication consents and preferences.
Produce and download PDF reports from Lists.
Export CSV files for opening and analysing e.g. in Microsoft Excel.
Data Service – connect to your data via the Donorfy OData API using data visualisation and reporting tools such as Microsoft Excel, Tableau and Microsoft Power BI.

Integration with MailChimp for email campaigns, tightly sync’d to Donorfy.
Send-To-Donorfy – send, CC, BCC of forward any email to your Donorfy email address and it will be added to the constituent’s Timeline.
One-off emails can be sent, based on customisable templates in Donorfy, via your Outlook, Gmail or other email system.

Define and track campaigns, their goals, their costs.
Track a campaign’s progress using the built-in campaign analytics.
Unlimited number of campaign giving pages with uploaded image, text and redirects.
Define your campaign’s audience using Lists.
Precisely target your campaign messages by breaking the audience down into segments, and export as separate groups for mailing.
Track responses by segment.

Select from your own library of templates and print a one-off letter to a constituent, keeping a copy of it in their timeline.
Export multiple constituents to a CSV file from a Donorfy List for merging using Microsoft Word or similar, updating each constituent’s timeline.

Mailchimp – synchronises email-able Donorfy constituents to the subscribers on a MailChimp List. New signups in MailChimp become new constituents in Donorfy, and vice versa.
Eventbrite – adds or updates constituents and registrations to their timeline as they register.
JustGiving – adds or updates JustGiving fundraisers as Donorfy constituents, including daily totals of the amounts raised.
Stripe – single and recurring card payments.
GoCardless – Direct Debits for recurring payment instructions.
PCA Predict – rapid address input and validation on Donorfy staff-facing and public-facing forms.

A standard, best practice configuration that fits the needs of most charities is provided.
Create all your own drop-down lists and tags.
Define your own accounting structure and cross-refer to the codes used in your accounting software.
Add user-definable fields to tags and activities.
Create your own Lists.
Define your own one-off email templates and one-off printed mail-merge templates.

Import data from Excel files with the file uploader – using supplied, pre-defined templates, or user-definable mapping.
Export data from Lists, with optional Timeline update.

Use the file uploader for a DIY data import – with pre-defined templates, or define your own mapping.
Use the data migration services of an authorised Donorfy partner to take your existing data sources and migrate them into Donorfy.

Use your ‘getting started’ prompts on the Home screen in Donorfy to guide you through its features.
Use the training services of authorised Donorfy partners to deliver a training session for the way you want to use it.

Use the knowledge base articles and training videos at our support site to find the answers you need.
Raise a support ticket to ask a specific question.