Fundraising
Donor management and fundraising for nonprofits: gifts, campaigns, receipts, portal.
A gift is easy to count. Knowing which of your two appeals produced it, and which of last year's donors gave nothing this year, takes a structure spreadsheets do not have.
Fundraising is built on four levels. The fund says where the money goes and carries the analytic account that allocates the gift. The campaign is a period's overall effort, with its goal. The appeal is one precise effort inside the campaign. The package is a variant of that appeal, the printed envelope against the email.
⚠️ It is the package that answers the real question: which of the two worked. Without it, you measure a campaign and credit its result to the channel you prefer.
People are called constituents, donors, members and prospects together, with their giving summary, their rating, their household grouping and their solicit codes (do not solicit, do not call). The lapsed donor report (LYBUNT) names those who gave last year and not this one.
Public donation form and donor portal included. Compliant Canadian receipts come from the companion module “Donation receipts”.
Comparable to Raiser's Edge / Blackbaud, in your Odoo
Shall we look at your case together?
Tell us what you run today. We will tell you honestly whether Symbifox helps or not.
The catalog grows almost every month.
What gets added, what we learn deploying it, and nothing else. You leave whenever you want.
One confirmation email, and nothing before you follow its link. Then 10 welcome emails, one a week, then the updates. No tracker, no resale.