Are you looking to get set up with a donor database for the first time? Is your organization seeking to upgrade from a basic system to a comprehensive management solution? Are you comparing various nonprofit CRMs to determine which is right for you?
If you answered “yes” to any of the above questions, this resource is for you. We’ll help guide you through the software buying process, share key features to keep an eye out for, and suggest top CRM choices for any nonprofit. But first, let’s get started with the basics!
What are nonprofit CRMs?
Nonprofit CRM (or constituent relationship management) systems are a form of donor management software that equips organizations with the tools they need to enable, track, and improve donor interactions over time. These database solutions often incorporate donor communications, fundraising and campaign management, data analytics and reporting functionality, and more.
Nonprofit CRMs + matching gift tools
If your organization does not have a dedicated plan in place (with the right resources) for matching gift fundraising, you’re likely missing out on a ton of potential revenue. While you’re in the search for a powerful donor management solution, we recommend looking for nonprofit CRMs that prioritize matching gift functionality as well.
But what does that look like exactly? CRM systems with integrated matching gift features typically enable streamlined and automated donor follow-ups by triggering customized communications and encouraging matching gifts every step of the way. Though the process can vary from one provider to the next, it’s certainly something to consider as you choose the right CRM for your organization.
Now, without further ado, here are a few of our favorite nonprofit CRM solutions that manage donor relations while also promoting matching gifts:
- CharityEngine
- Classy
- Click & Pledge
- DonorPerfect
- Kindful
- NeonCRM
- Raiser’s Edge
- Salesforce
- SalsaLabs
- SimplyFundraisingCRM
- Virtuous CRM
Ready to learn more about each of these CRM providers and determine which is suitable for your nonprofit’s fundraising and management efforts? Let’s dive in.
CharityEngine
About this nonprofit CRM
CharityEngine is an all-in-one nonprofit CRM complete with innovative online fundraising tools, marketing and engagement solutions, data management, and more. Their smart automation allows nonprofit fundraisers to streamline backend processes while driving their charitable missions forward.
Standout features
- Workflow automation for data attribution and segmentation
- Configurable dashboards and regular custom reports
- Event, volunteer, fundraising, marketing, and advocacy management in one place
- Built-out donor profiles for personalized experiences
- Sales and earned revenue tracking
Matching gift tools
CharityEngine integrates with Double the Donation’s 360MatchPro to provide users with innovative and effective matching gift fundraising solutions. With this partnership, CharityEngine clients may easily incorporate matching gifts in their fundraising efforts, leveraging detailed donor records alongside employment details and automated donor outreach. As a result, donors become more aware of their matching gift eligibility, and organizations see higher levels of matches secured.
Learn more about the integration here!
Classy
About this nonprofit CRM
Classy is a nonprofit fundraising platform that does it all—including virtual and hybrid events, peer-to-peer giving, online donation tools, and, of course, donor management. Their CRM solution provides users with a central hub to help manage various campaigns and supporters with ease. Then, their performance tracking, data analysis, and report-building capabilities allow organizations to pinpoint areas of success and opportunities for growth within their strategies.
Standout features
- Campaign performance and health metrics
- 360° view of supporter engagements
- Easy searches, filters, and segmentation of donors
- High-level or deep dives into fundraising data
- Marketing and fundraising automation
Matching gift tools
Double the Donation integrates with the Classy platform to provide industry-leading matching gift software for fundraisers looking to streamline the flow of donor and matching gift data. This native integration simplifies both the matching gift request experience for donors and the behind-the-scenes management process for nonprofit fundraisers. Users are even provided with increased visibility with two-way data sync, showing matching gift statuses and submissions. The easier matching gifts are for donors, the more matches you’ll collect for your organization!
Learn more about the integration here!
Click & Pledge
About this nonprofit CRM
Click & Pledge offers a full suite of nonprofit fundraising tools built on Salesforce to help simplify a range of online donation, event coordination, payment processing, and donor management needs. This platform functions as a powerful nonprofit CRM that can simplify data analysis, campaign metrics, and automated donor outreach.
Standout features
- Automated text and email messaging
- Donor sorting and ranking algorithms
- Manual transaction processing for credit cards, eChecks, and other payments
- Customizable reports and dashboards
- Contact and campaign filters by donation or payment types
Matching gift tools
Making the most of matching gifts is easy with Click & Pledge’s matching gift software integration! This functionality primarily operates within their online donation forms, collecting valuable data that will help improve donor management.
After a donor makes an online gift, if they interacted with Double the Donation’s matching gift search tool within the donation form, their donation and employment information is stored to help uncover matching gift eligibility. If the donor is determined to be match-eligible through their employer, automated follow-ups are triggered to remind individuals about matching gifts and to guide them through the process. Organizations employing automated matching gift outreach tend to see significantly higher response rates and matches secured!
Learn more about the integration here!
DonorPerfect
About this nonprofit CRM
DonorPerfect is an innovative nonprofit CRM that equips organizations with payment processing, online donation, and multichannel outreach solutions in addition to their effective donor management tools. This platform allows nonprofits to better engage with their donors and constituents by enabling streamlined donor communication, targeting, and filtering practices.
Standout features
- Multichannel donor outreach
- Integrated online donation forms
- Onsite and virtual nonprofit fundraising event management
- Automated payment processing and data entry
- Insightful donor analytics and fundraising reports
Matching gift tools
DonorPerfect integrates with Double the Donation’s software to provide its clients with innovative and easy-to-use matching gift solutions. With 360MatchPro, Double the Donation’s matching gift automation tool, DonorPerfect clients can seamlessly pull data from online donation records and automate the appropriate donor follow-ups. This allows you to raise more money for your cause while requiring less time and effort from your already-stretched-thin fundraising team.
Learn more about the integration here!
Kindful
About this nonprofit CRM
Kindful is a nonprofit CRM tool that was built with a significant emphasis on software integrations—meaning the Kindful platform works seamlessly with a ton of other top fundraising providers to ensure success. This allows for simplified donor management, tracking and reporting, and more.
Standout features
- Donor lifecycle visual dashboards
- Detailed donor, contact, household, and relationship-tracking records
- Wealth insights such as giving history, wealth markers, and likelihood to give
- Custom fields and donation tracking
- Self-import tools and duplicate contact management
Matching gift tools
Kindful’s CRM integrates with Double the Donation’s matching gift automation tool, 360MatchPro, to enable customized donor outreach that promotes matching gift participation. Through this partnership, matching gift appeals are triggered based on each donor’s available employment details. This provides recipients with the most targeted and relevant information possible, driving matching gift submissions as a result.
Learn more about the integration here!
NeonCRM
About this nonprofit CRM
NeonCRM is an easy-to-use, cloud-based donor management solution built for growing nonprofits of all shapes and sizes. As your organization (and its fundraising needs) continues to develop, the NeonCRM will scale up alongside you. Plus, it’s designed to assist with a range of constituent types, including donors, volunteers, members, and more.
Standout features
- Strategic email marketing and database segmentation
- Account, relationship, and activity tracking
- Volunteer, donor, and grant management solutions
- Constituent login portals and online stores
- Unlimited online web forms and survey builders
Matching gift tools
NeonCRM offers a seamless integration with Double the Donation’s matching gift solution to enable simple, automated, and personalized donation follow-ups. The process works like this: Donor information is first screened for employment signifiers, such as corporate email addresses, to provide supporters with details about their company’s matching gift programs.
Meanwhile, individuals with unknown employers receive access to a matching gift search tool from their personal email address, which tracks the company they type. Then these donors can receive personalized, company-specific outreach that incorporates a direct link to their employers’ giving programs and forms as well. Once they are made aware of their company’s matching gift opportunities, they’ll be more likely to submit a match—meaning more dollars for your mission.
Learn more about the integration here!
Raiser’s Edge
About this nonprofit CRM
Raiser’s Edge is a donor management tool created by the Blackbaud company. This solution is more accessible to smaller and mid-sized organizations as compared to their enterprise-level software, Blackbaud CRM. Raiser’s Edge NXT offers an innovative, cloud-based system that can help your team save time and money for your mission.
Standout features
- Smart recommendations for top prospects, suggested ask amounts, and lapsing donors
- Data enrichment services to locate addresses, emails, and phone numbers
- Dynamic and automated email fundraising campaigns
- Clear reporting tools for campaign performance
- Cloud-based comprehensive management solution
Matching gift tools
Blackbaud Raiser’s Edge NXT offers a seamless integration with Double the Donation’s matching gift automation solution for increased matching gift functionality. This allows organizations to quickly and easily keep track of matching gift records, statuses, and more for better visibility and improved reporting processes. Plus, it simplifies the donor’s end of the matching gift experience as well, leading to increased matches and match revenue overall.
Learn more about the integration here!
Salesforce
About this nonprofit CRM
Salesforce offers CRM software for both for-profit businesses and charitable organizations. They also offer a wide range of innovative add-ons to their constituent relationship management system, made available through an extensive AppExchange marketplace.
Standout features
- Solutions for nonprofit, education, and philanthropic organizations
- Donor-centric, relationship-based, digital-first fundraising experiences
- Tools for measuring, managing, and communicating program impact
- Marketing and engagement strategies to build supporter relationships
- 10 free subscriptions and discounted solutions
Matching gift tools
If you’re looking to boost matching gift fundraising using Salesforce’s CRM platform, the Double the Donation app in the AppExchange makes it quick and easy to get started. A technical integration between the two fundraising tools allows donor information to flow seamlessly from Salesforce into Double the Donation’s automation platform, 360MatchPro. Donor follow-up emails can then be configured to encourage and track matching gift participation to completion—typically resulting in higher levels of each.
Learn more about the integration here!
SalsaLabs
About this nonprofit CRM
SalsaLabs is a nonprofit technology company that offers a number of different fundraising solutions—including Salsa CRM. Salsa CRM incorporates rich donor profiles, sophisticated data reporting, and customizable dashboards to improve nonprofit fundraising and bring donor management to new heights.
Standout features
- Rich, detailed donor profiles
- Automated “next suggested gift” calculations
- Integrated on- and offline gift management
- Customizable reports and dashboards
- Cultivation module for tracking major donor and prospect interactions
Matching gift tools
SalsaLabs offers innovative and powerful (yet easy to use!) matching gift functionality that allows their clients to promote matching gift program opportunities at multiple donor touchpoints. Thanks to a seamless integration with Double the Donation’s matching gift automation tool, Salsa users can customize matching gift reminder emails, configure settings and triggers, and raise more with matching gifts overall.
Learn more about the integration here!
SimplyFundraisingCRM
About this nonprofit CRM
SimplyFundraisingCRM is a donor management solution that caters to small nonprofits that want to see big results. The platform aims to assist fundraisers with powerful yet intuitive tools that can save time and raise money for their organization’s cause. Not to mention, they like to make donor management fun!
Standout features
- Online and offline gift collection with tip functionality
- Easy-to-use, all-in-one fundraising and donor management platform
- Automated thank-you letters and donor acknowledgments
- Donor targeting with unique SmartDonorScore
- Year-over-year trend identification and reporting
Matching gift tools
Integrating with Double the Donation’s matching gift tools, SimplyFundraisingCRM is able to provide users with matching gift automation and targeted donor outreach with ease. This allows nonprofits to quickly determine donors’ employment information and matching gift eligibility and encourage higher levels of match requests among qualifying donors. The more you encourage donor participation, the more you’ll collect in corporate matches!
Learn more about the integration here!
Virtuous CRM
About this nonprofit CRM
Virtuous CRM offers a number of nonprofit software solutions, including donor management, online giving experiences, multichannel marketing campaigns, and event coordination. With their powerful nonprofit CRM tool, organizations are equipped with the resources they need to streamline and improve data tracking in order to focus on the people who drive your cause.
Standout features
- Omnichannel fundraising strategy management
- Donor relationship tracking and holistic supporter views
- Detailed donor reports highlighting new opportunities
- Gift and pipeline management
- Project management and impact tracking
Matching gift tools
With the Virtuous CRM and Double the Donation partnership, nonprofits can leverage matching gift fundraising tools and strategies to maximize this widely available yet continuously underutilized funding source. This software integration allows you to customize matching gift email outreach, trigger donation follow-ups, and encourage more donors to request matches from their employers!
Learn more about the integration here!
Next Steps
This guide should have provided you with an overview of top providers as you work to narrow down your choices. The next step is to dive deeper into the solutions you feel will be best for your organization’s needs.
Get a demo, contact their team, and discover the perfect provider to streamline your donor management efforts. And don’t forget to make the most of corporate matching gift opportunities!
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