Fundraising CRM and Donor Management Software

Become a Donorfy Partner

Got clients to bring to Donorfy? Become part of the Donorfy success story, get a stream of referrals to new Donorfy customers for your professional services.

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We expect Partners to

  • Start by bringing a client to Donorfy

  • Maintain at least one fully trained consultant on your team.

  • Do a good job.

  • Protect and enhance the Donorfy reputation.

  • Be responsive, positive and helpful.

  • Commit to keeping up to date with all things Donorfy via the Partner Meetup, Client Meetup, blog, monthly Partner calls etc.

We offer our Partners

  • Referrals to new Donorfy clients.

  • Training and support.

  • Partner Meetup (conference).

  • Use of Donorfy brand assets.

  • Support in Donorfy-related sales activities.

What can you offer?

Partners are businesses of any size in any location that can offer any / some / all of the following skills:

  • Business Analysis
    Understanding client requirements and mapping Donorfy solutions to them using your knowledge fundraising practices and how Donorfy works. Creativity. Lateral thinking. Knowledge of charity fundraising and financial processes.

  • Project Management
    Getting organised. Managing budgets and timescales. Communication. Seeing the project through to a successful conclusion. Keeping clients up to date and managing communications.

  • Configuration
    Setting the configuration options so that Donorfy works how the client needs it. Setting up the standard integrations so that it works seamlessly with the integrated solutions.

  • Data Migration
    Extract, merge, clean, rationalise and generally prepare data from disparate sources. Wrangle the data into shape. Migrate to Donorfy using the Excel File Uploader.

  • Coding
    Building integrations via the Donorfy API. Migrate large or complex datasets using SQL Server Transact-SQL.

  • Training
    Production and delivery of client-specific training sessions. Online and in-person.

  • Web design/development
    Incorporating Donorfy web widgets into the client’s website.

  • Solution Sales
    Generating and qualifying leads. Doing product demos with help from Donorfy. Completing RFP responses. Submitting proposals. Closing deals.

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Ready to take the next step?

The process starts when you bring a client to Donorfy. Get in touch and we’ll discuss next steps with you.