Donor Management Template
Ideal for
Maximize donor relationships with a dedicated CRM that seamlessly manages and reports on all donor data, contact and donation details, related activities, and more.
Overview
Columns
Views
Automations
Integrations
What are the benefits of using this template?
Centralize all donor data
Track, manage, and customize unlimited donor records for easy collection of the information you need to make smarter decisions.
Create and track all donor activities
Capture meetings, set up calls, send emails, and track every donor interaction to engage your supporters at every step.
Generate time-saving reports
Easy-to-use reporting allows you to generate actionable insights, uncover hidden trends, see the full picture, and meet your fundraising goals.
Why we love this template?
Take your fundraising workflows beyond scattered and static spreadsheets and email threads with this user-friendly template that combines all the benefits of CRM system with the unique identity of a fundraising tool.
Read moreDonor Management Template
Ideal for
Maximize donor relationships with a dedicated CRM that seamlessly manages and reports on all donor data, contact and donation details, related activities, and more.
What are the benefits of using this template?
Centralize all donor data
Track, manage, and customize unlimited donor records for easy collection of the information you need to make smarter decisions.
Create and track all donor activities
Capture meetings, set up calls, send emails, and track every donor interaction to engage your supporters at every step.
Generate time-saving reports
Easy-to-use reporting allows you to generate actionable insights, uncover hidden trends, see the full picture, and meet your fundraising goals.
Why we love this template?
Take your fundraising workflows beyond scattered and static spreadsheets and email threads with this user-friendly template that combines all the benefits of CRM system with the unique identity of a fundraising tool.
Read more