Major Donors, Trusts and Foundations
Nurture fruitful, high-value relationships
Professionalise your fundraising
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
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
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
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
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