Cloud-Based Fundraising and Donor Management Software
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
DESCRIPTION
An organization in New York is seeking a vendor to provide a comprehensive cloud-based fundraising and donor management software solution for a three-year contract. The chosen software will be responsible for managing donor information, tracking campaigns and appeals, processing donations, and analyzing fundraising performance with detailed and customizable reporting tools. Additional requirements include online and offline marketing features, AI-powered insights for optimized revenue generation, and support for recurring gifts and open-ended pledges via EFT record templates.
The solution should also include modules for event management, tribute tracking for gifts made in honor or memory, and robust search tools to identify and monitor prospective donors. Features such as a constituent record tab, prospect scoring, and generating prospect research and outstanding proposal reports are essential. Automated scheduling of tasks and a volunteer management module are required to facilitate workforce coordination. For educational institutions, alumni tracking capabilities tailored to schools, colleges, and universities are necessary. The system should also allow for rapid deployment with a user-friendly online solution that meets the needs of nonprofit organizations.
Vendors interested in this opportunity should ensure the solution comprehensively addresses all listed functional areas and is capable of supporting nonprofit operations efficiently over the contract period.