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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Oversee the complete gift journey, including the processing of gifts, through an application designed on the Salesforce NPSP Platform. By implementing recurring gifts, your organization can enhance donor retention, boost overall revenue, and streamline long-term project planning. Causeview Fundraising simplifies the management of recurring gifts, as these contributions are automatically processed with built-in payment functionalities, and alerts are sent your way when a donor’s credit card is nearing expiration. Supporters can establish recurring gifts via forms or dedicated landing pages, while you have the capability to oversee them internally from the donor’s profile, allowing for adjustments to donor and gift information as needed. Causeview’s Gift Processing is fully integrated with your Salesforce database, facilitating the management of all elements related to gift processing and donor receipts. With Causeview applications built on the Salesforce platform, you are equipped with essential tools that enable comprehensive oversight of gift processing, donor receipts, and donor management. Ultimately, this seamless integration not only enhances operational efficiency but also fosters stronger relationships with your donors.

Description

An all-encompassing Software as a Service (SaaS) platform that delivers comprehensive functionality for managing donors, grantees, gift/grant transactions, as well as financial and investment subaccounting. It features optional, secure, and interactive constituent logins, allowing real-time access to data for donors, advisors, client administrators, scholars, board members, and various stakeholders. Empower your donors with a premier donor advised fund platform or provide tailored private labeled DAF solutions to other entities. Enhance your organizational operations and lessen the workload on administrative staff with optional Stellar staff services available at different levels. The system offers daily investment pricing and unitization, automated subaccounting statements, and consolidated client-level statements for your foundation and diversified participant subaccounting clients. This SaaS solution serves as a real-time enterprise resource with seamless hosting, regular updates, and dedicated account managers, ensuring that users receive optimal support and functionality. In doing so, it enables organizations to operate more efficiently and effectively in managing their financial activities.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Ezidebit
Neon Fundraise
Salesforce
TntWare DonorHub

Integrations

Ezidebit
Neon Fundraise
Salesforce
TntWare DonorHub

Pricing Details

$60 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Causeview

Founded

2009

Country

Canada

Website

causeview.com

Vendor Details

Company Name

Stellar Technology Solutions

Founded

1999

Country

United States

Website

stellartechsol.com/sf/

Product Features

Donation Management

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Fundraising

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

Product Features

Donation Management

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

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