CRM for foundation relationships and reporting

Run giving campaigns, record gifts and pledges, and keep acknowledgements connected to donor history. Assign relationship owners and follow-up tasks for individuals, households and organizations supporting your foundation.

Record the commitment, expected dates and purpose alongside the partner relationship. Check payments received before preparing a funding update. A pledge, a payment and a report due date each answer a different question.

Example: a community foundation receives a $25,000 pledge, with $10,000 paid and $15,000 still outstanding. The relationship owner prepares the partner update; finance confirms the payment record. The board report shows both the commitment and the amount received. This is an illustrative example.

Keep contact history, notes, tasks and reports connected to the relationship. Review who owns the next conversation and what needs to be ready before it. Use permissions to give staff access appropriate to their work.

A foundation raising money needs donor management and stewardship. A grantmaker also needs award review, decisions and disbursement controls. A nonprofit seeking grants needs application and reporting workflows. Define which work your team runs before choosing the system.

Gratona’s donor CRM, fundraising, relationship tasks and reporting are available today. Gratona Grants is in private beta; review its scope with us if grant workflows are part of your purchase.

Bring a partner commitment, a received payment and an upcoming report. Open the relationship, review the giving record, assign the next task and prepare the report. Include finance and the relationship owner in the same demonstration.