EXECUTIVE PERSPECTIVE

A stronger operating foundation for mission-driven organizations

DonorView brings donor relationships, fundraising, communications, events and more together in one cloud-based platform. The goal is straightforward: reduce administrative friction, improve the supporter experience and give leadership a clearer view of organizational performance.

Why DonorView

One reliable source of truth

Move beyond disconnected spreadsheets and point solutions. Staff can work from a shared constituent record while leaders gain more consistent reporting.

What Changes

From reactive administration to proactive engagement

Automated acknowledgments, targeted outreach, self-service and reporting help the team spend less time reconciling data and more time advancing the mission.

What the platform is designed to enable

Grow and retain donor support

Track giving, relationships and engagement so fundraisers can cultivate supporters with greater relevance and consistency.

Improve the supporter experience

Offer convenient ways to donate, register, volunteer, bid, fundraise and manage information through connected digital experiences.

Operate more efficiently

Connect core workflows so staff do not repeatedly enter, export and reconcile the same information across systems.

Lead with better information

Use dashboards, custom views and reports to see participation, transactions and engagement in context.

WHY CHANGE

The hidden cost of fragmented systems

The most important technology risk is often not a missing feature. It is the accumulation of disconnected records, manual workarounds and incomplete visibility that makes routine decisions harder than they should be.

Fragmented donor records

Different teams maintain different versions of the truth.

Manual acknowledgments and follow-up

Staff time is consumed by receipts, reminders, reconciliation and exceptions.

Inconsistent supporter experience

Donors and participants move between disconnected forms, inboxes and payment tools.

Limited organizational visibility

Reporting takes too long and may describe activity without showing engagement.

A connected platform creates a reinforcing cycle

The strategic opportunity

With data and workflows connected, DonorView can help the organization establish repeatable processes, create more relevant supporter touchpoints and evaluate progress using a consistent operating picture. The platform supports both day-to-day execution and longer-term institutional continuity.plete visibility that makes routine decisions harder than they should be.

PLATFORM OVERVIEW

A shared constituent record sits beneath every interaction

DonorView consolidates contact details, relationships, giving, attendance, communications, memberships, volunteer activity, documents and other engagement history. Teams can filter and segment records, while permissions help ensure users see and perform only the functions appropriate to their roles.

CORE CAPABILITIES

Fundraising and donor relationships

Constituent relationship management

Maintain a complete record of people, households, companies, relationships, interactions, documents, preferences and engagement history.

Gifts, pledges and grants

Track donations, recurring gifts, pledges, soft credits, funds, appeals, campaigns, grants and the acknowledgments connected to each transaction.

Online donations and payments

Create branded giving pages for one-time or recurring donations, capture custom information and connect every response to the constituent record.

Moves management and follow-ups

Plan cultivation activity, assign follow-ups, document interactions and help staff coordinate the next best step for prospects and donors.

Receipts and acknowledgments

Generate timely thank-you messages, receipts and year-end tax letters using connected transaction and constituent data.

Sponsorship management

Define sponsorship levels, assign deliverables and follow-up tasks and keep sponsor commitments connected to events and transactions.

Design Principle

Every interaction should enrich the donor relationship rather than create another data silo.

CORE CAPABILITIES

Operations, revenue and insight

Events and registration

Create event pages, configure tickets and tables, capture attendee details, manage registration and keep participation connected to the constituent record.

Peer-to-peer fundraising

Allow supporters to create individual or team fundraising pages, share their stories and extend the organization’s reach into new networks.

Online and silent auctions

Create auction pages, add items, manage bidders and support online or text-based bidding and checkout.

Volunteer and membership management

Track volunteer applications, schedules and hours while also supporting membership levels, renewals, attendance and related engagement.

Reporting and analytics

Use dashboards, saved views, custom reports, scheduled reporting and analytic tools to monitor activity, trends and organizational outcomes.

QuickBooks integration

Transfer relevant transaction information to QuickBooks to support a cleaner handoff between operational activity and financial accounting.

Multiple payment choices, one relationship history

DonorView supports credit cards, ACH and popular digital-wallet options. The strategic benefit is not simply payment convenience: the related donation, event, auction, membership or invoice activity remains connected to the constituent record for stewardship, reporting and follow-up.

 Supporter Experience

What a connected donor journey can feel like

The experience is designed to benefit both sides

For Supporters

Fewer handoffs, convenient ways to engage, relevant communications and a clearer connection to the mission.

For Staff

Less rekeying, more complete context, repeatable workflows and more time for high-value donor relationships.

 Leadership Value

From system activity to decision-ready insight

A platform does not replace strategy. It improves the quality and timeliness of the information used to execute and evaluate that strategy.

Fundraising health

New, retained, upgraded and lapsed donors; giving trends by campaign, fund, appeal or segment.

Engagement

Event attendance, email response, volunteering, membership, peer-to-peer activity and other participation.

Revenue operations

Donations, pledges, recurring gifts, event income, grants, invoices and outstanding balances.

Service efficiency

Use of self-service, workflow completion, data quality and recurring administrative exceptions.

Implementation

A structured path from decision to adoption

Successful implementation combines technology configuration, disciplined data preparation, clear ownership and practical staff enablement. The final plan should be tailored to the organization’s data, processes and launch calendar.

ABOUT DONORVIEW

Built to help nonprofits strengthen relationships and grow impact

DonorView is an all-in-one nonprofit management platform from ConnectedView. It combines constituent relationship management, fundraising, events, auctions, communications, payments, memberships, forms, volunteering and reporting in a shared environment.

A more complete picture

Monetary and non-monetary engagement can be viewed together, helping staff understand not only what a donor gave, but how that supporter participates and where the relationship may be strengthened.

Learn more or request a demonstration

Website: donorview.com
Sales: 844-584-3860
Email: sales@donorview.com
Office: ConnectedView, 2 Mount Royal Avenue, Suite 515, Marlborough, MA 01752

Information in this overview is intended for evaluation and discussion. Product configuration, implementation scope, service commitments and contractual terms should be confirmed in the final agreement. No pricing is included.

Join 150,000+ users who trust DonorView to manage their fundraising, engagement, and growth.