This package brings even more robust donor tracking to your fundraising efforts. Whether you already have a major gifts program or are just starting out, this package has what you need to stay on top of prospects, prioritize donor engagement, and more.

Standard Components

• Tracking of prospect and donor stages, and major gifts opportunities.

• Extended donor history fields going back to 5 years ago, so you can get a full picture of donor history.

• A best practice opportunity pipeline management process, and a custom dashboard to show where gifts are in the pipeline.

Customizable Components

• Up to two customized action plans to help your team stay on top of donor prospecting, solicitation, and stewardship.

• A customized RFMA (recency, frequency, monetary, affinity) scoring system to help your team easily leverage your data in major gifts planning.

  • AFNP and AFE come with configurable RFM scoring. We help you configure these scores to suit your needs. Then, we extend the scoring with an additional Affinity marker, so you can use prospects’ and donors’ affinities to your organization and mission for even more robust scoring.

• Up to five additional custom fields to track donor data in more detail.