DONOR MANAGEMENT

Unlock the Power of Your Donor Relationships 

Build deeper connections, cultivate lasting loyalty, and maximize your fundraising impact with BetterUnite's donor management platform.  

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Is managing donor information holding you back from achieving your goals? 

BetterUnite’s donor management solution brings all your donor information into one centralized platform, making it simple to track donations, segment supporters, and gain valuable insights. 

DONOR MANAGEMENT

Simplify Donor Management 

Bring all your donor data into one intuitive platform, making it easier than ever to build meaningful relationships and drive impact.

Go Beyond Names and Numbers

A comprehensive 360-degree view of your donors, making it easy to manage relationships and drive commitment.

  • Track and segment donors more easily with custom and automated tagging, and custom fields

  • View all donor information on a single, intuitive dashboard
     
  • Easily link relationships, segment by households, and add donors to groups for easier segmentation

Turn Supporters into Loyal Advocates

Access the tools you need to build lasting connections and inspire donor loyalty. 

  • Use Better.AI to craft personalized, impactful messages effortlessly
  • Use our drag-and-drop email marketing templates to send beautiful communications   
  • Transform one-time supporters into lifelong advocates for your cause using our membership tools and recurring giving options

Segment and Target Your Outreach with Ease

BetterUnite empowers you to categorize donors by their interests, giving history, and engagement patterns.

  • Create custom outreach lists to track communication and streamline your efforts
  • Use Better.AI to craft personalized, impactful messages effortlessly
  • Use our drag-and-drop email marketing templates to send beautiful communications
  • Transform one-time supporters into lifelong advocates for your cause using our membership tools and recurring giving options

Data-Driven Decisions for Greater Impact

BetterUnite’s advanced reporting tools deliver actionable insights to refine your fundraising strategies and enhance donor engagement. 

  • Visualize key metrics with dynamic graphs for donor trends and revenue insights
  • Create customizable reports or utilize pre-built templates to suit your needs
  • Leverage integrations like boodle.AI and other third-party tools for deeper donor insights

 

DONOR MANAGEMENT

Simplify Donor Management 

Bring all your donor data into one intuitive platform, making it easier than ever to build meaningful relationships and drive impact.

Go Beyond Names and Numbers

A comprehensive 360-degree view of your donors, making it easy to manage relationships and drive commitment.

  • Track and segment donors more easily with custom and automated tagging, and custom fields

  • View all donor information on a single, intuitive dashboard
     
  • Easily link relationships, segment by households, and add donors to groups for easier segmentation

Turn Supporters into Loyal Advocates

Access the tools you need to build lasting connections and inspire donor loyalty. 

  • Use Better.AI to craft personalized, impactful messages effortlessly
  • Use our drag-and-drop email marketing templates to send beautiful communications   
  • Transform one-time supporters into lifelong advocates for your cause using our membership tools and recurring giving options

Segment and Target your Outreach with Ease

BetterUnite empowers you to categorize donors by their interests, giving history, and engagement patterns.

  • Create custom outreach lists to track communication and streamline your efforts
  • Use Better.AI to craft personalized, impactful messages effortlessly
  • Use our drag-and-drop email marketing templates to send beautiful communications
  • Transform one-time supporters into lifelong advocates for your cause using our membership tools and recurring giving options

Data-Driven Decisions for Greater Impact

BetterUnite’s advanced reporting tools deliver actionable insights to refine your fundraising strategies and enhance donor engagement. 

  • Visualize key metrics with dynamic graphs for donor trends and revenue insights
  • Create customizable reports or utilize pre-built templates to suit your needs
  • Leverage integrations like boodle.AI and other third-party tools for deeper donor insights

 

SOLUTION SUITE

Multiple use cases. Multiple solutions. 

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Contact Management

Easily organize and manage your donor base with advanced contact management features. Add contacts to custom groups for targeted outreach, define relationships to map connections between donors, and build call lists for streamlined communication. BetterUnite ensures your contact management is intuitive and tailored to your organization’s needs.

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Contact Cards

Access a complete view of each donor’s journey with detailed contact cards. Track giving history, participation records, purchased items, pledges, and payments in one place. Easily view communication logs, relationships, and activity timelines to personalize outreach and strengthen engagement. Contact cards ensure every detail is organized and accessible, empowering meaningful connections.

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Donor Analytics

Gain a complete overview of your donor base with advanced analytics tools. Track key metrics like total donors, new donors, donor retention rates, and lifetime revenue. Easily identify trends with visual dashboards, including top donors, revenue by amount, and giving timelines. Use actionable insights, such as donor attrition and recurring revenue opportunities, to refine strategies and maximize fundraising impact.

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Advanced Contact Filters

Quickly search and filter contacts to generate detailed lists based on multiple metrics. Whether it’s lifetime giving, participation, tags, or membership plans, easily refine your search to find exactly what you need. This is Perfect for creating segmented outreach lists or identifying key donor groups.

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Customizable Reporting

Access pre-built reports or create customized ones to suit your specific needs. Whether tracking campaign performance, donor retention, or overall fundraising metrics, BetterUnite’s reporting tools ensure you have the insights needed to optimize your strategies and make informed decisions.

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Dedicated Support

At BetterUnite, you always receive free onboarding, data migration, and account management help. We believe software companies should provide proper support - at no extra cost. If you want to take it a step further with in-person event staffing or remote phone support, we can also help there!

More than just donations, build lasting relationships.

Our platform equips you with powerful tools for targeted outreach and personalized engagement. Foster lasting connections with your donors and turn them into passionate advocates for your cause. 

FAQ'S

Answers to the most common Donor Management questions:

Can I assign different access levels to team members managing donor data?

Of course! BetterUnite allows you to assign specific roles and access levels to team members, ensuring they only see and manage the data relevant to their responsibilities. This keeps your donor information secure while giving your team the tools they need to succeed. 

Can I tag contacts in BetterUnite?

Yes! BetterUnite allows you to tag contacts for easy organization and segmentation. Tags act as descriptors, helping you group and identify donors based on attributes like event attendance, interests, or giving history. 

Can I import donor records from another system to BetterUnite?

Absolutley! Importing donor records into BetterUnite is simple and hassle-free. All you need to do is upload a CSV file with your donor data, and our platform takes care of the rest. This ensures a smooth transition while preserving all your valuable information. 

Can I create outreach lists in BetterUnite?

Yes, BetterUnite enables you to create customizable outreach lists to streamline your communication efforts. You can group contacts based on tags, donation history, event participation, or other criteria, making it easy to target specific audiences for campaigns, updates, or event invitations. 

Can I store and track donor social media information?

Yes! BetterUnite allows you to add social media links directly to donor contact cards. This feature helps you track and engage with donors on their preferred platforms, strengthening relationships and tailoring outreach efforts to their online presence. 

Nonprofits love us. Like, a lot. 

  • "We are so happy to have used BetterUnite for our gala. Their all-inclusive platform allowed for seamless registration, livestream viewing and auction bidding, all while amplifying our fundraising goal and organization mission."

    Anna Prvenzano WELL AWARE

  • "We will be BetterUnite clients for the foreseeable future because they are always just there when we need them. They listen, they answer questions, they've even created functionality when we presented a problem we were having. No one does that!”

    Adrienne Santaluria DALLAS 24 HOUR CLUB

  • “We switched from Event.Gives to BetterUnite because it was easier to set up and we could talk to a real person when we needed to. BetterUnite also works on all web browsers equally well and had a better guest experience for our donors. Not to mention it's been a more cost-effective solution for us.”

    Jolie Cady CENTER FOR CHILD PROTECTION

  • “We far surpassed our goal, which was a bit ambitious in the first place. We are so grateful to BetterUnite and their support team's generosity and involvement.”

    Sarah Nininger ACTION IN AFRICA
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Better Fundraising. Better Donors. BetterUnite.