Donor Management Template

Track and assign team members to key donors from a central location allowing you to aggregate statistics by overall fundraising and individual program performance.

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Track key donors including associated programs in a central location
Aggregate statistics by overall fundraising and individual program performance
Use contact lists to automatically assign team members to follow up with donors

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Event Registration and Tracking Template Set

The Event Registration and Tracking template set helps you easily track and manage event registrations for any event.

Event Planning (In-Person & Virtual) Template Set

Empower marketers and event planners to transition to virtual events, and align, track and report on the strategy and planning that leads to successful events

Volunteer Roster Template

Collect and centralize volunteer interests, tracking and filtering through key volunteer details like contact info, event site, agreements, and specific interests or specialties.