Donor File Management

Anytime, anywhere access to comprehensive donor information helps build strong relationships
To build and maintain strong relationships with existing and prospective donors, staff members in Advancement, Development and Alumni Affairs offices must be fully armed with information. Not only do they need to know past and current giving behaviors, they also need to know personal details, such as current financial status, professional standing and affiliations, areas of interest outside of business, notable achievements, family relationships, and so on.  

Mired in paper-based filing, many Advancement and Development officers struggle to keep donor information files complete and up-to-date.  And, once an officer is on the road, he has little-to-no access to new information, missing opportunities to leverage donor meetings to their full potential. With OnBase for Donor File Management, offices of Advancement, Development and Alumni Affairs provide staff members and officers with a thorough donor knowledge base. 

OnBase instantly updates electronic donor files as new information arrives creating a secure, centrally managed donor file that office staff and remote officers access and update from anywhere, using any device – even tablets and smart phones.  With virtual printing capabilities, officers who are out of the office import new information – such as a press release found on the donor’s business Web site – directly into the donor file.

Enterprise Content Management