Money coming in
Donors & Relationships
One record per person or organization, whatever their relationship to you, and a cultivation plan you can actually read.
On this page
One person, one record
Somebody who donates, volunteers, and sits on your board is one record here, not three. Volunteers and board members keep their own working areas, and each is linked back to the same person, so you never have to remember which of three lists holds the current phone number.
- Individual
- A person.
- Organization
- A nonprofit, association, or other body that is not a foundation or a company.
- Foundation
- A grantmaking body.
- Corporation
- A company, whether it gives, sponsors, or buys.
- Government
- An agency at any level.
Moves: the plan, not the history
A move is a planned contact with a purpose and a date. Not a note about what happened, a commitment about what you are going to do. There are eighteen kinds, chosen from a fixed list rather than typed freely, and the reason for the fixed list is what it lets you see.
Every move creates a linked task in the Action Center, so doing the work in either place completes it in both. A move with a date also appears on your Deadline Board, because a planned contact by a date is a commitment.
Prospect intelligence
For major gifts, a constituent can be scored as a prospect. The score asks five things, and all five are required, because capacity on its own produces a list of rich strangers and calls it a pipeline.
| Dimension | Asks |
|---|---|
| Capacity | Could they give at this level. |
| Affinity | Do they care about what you do. |
| Philanthropic inclination | Do they actually give, to anybody. |
| Engagement | Is there a live relationship with your organization. |
| Relationship pathway | Is there a real route to the conversation. |
Bringing donors in
Import from a spreadsheet through Integrations. The import matches against people you already have rather than creating a second copy of everybody, and shows you the matches it proposes before writing anything.
Read next
- Revenue PortfolioEvery source of money you have, recorded with how certain it is, so the total never quietly mixes a signed contract with a hopeful guess.
- Bringing your records inGetting donors, giving history, properties, and documents in from a spreadsheet or another system without creating a second copy of everybody.
- Action CenterWhere a finding becomes somebody's job: tasks, owners, priorities, projects, subtasks, and where the work came from.
Something here wrong, missing, or out of date? Email support@fundwisr.ai and tell us which chapter. Documentation defects are treated as defects.