Cloud Computing Outlook

Causeview: Revolutionizing the Donor Management Systems

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Heading a nonprofit organization comes with its own sets of challenges. Dealing with data manually with massive spreadsheets, managing inconsistent data and donor history, and tracking funds transfer and its progress further adds to the complexity. Just like any other business organization, nonprofits need a CRM platform to address the above challenges, while managing their relationship with their donors. The need for CRM in a nonprofit organization is met by a donor management system that must be responsive, manages data, track grants, and takes care of campaign creation and event management with a user-friendly experience. Enter Causeview.

“In an ambitious bid to make nonprofit organizations go digital, Causeview has emerged as an enabler of digital transformation in the industry of Donor Management Software, helping save both time and manual labour without compromising on the output” quotes Ian Hayes, CEO, Causeview. Based out of Canada, Causeview is the developer of donation apps for nonprofit organizations and higher education institutions. Backed by Salesforce, Causeview transforms a CRM platform into a donor management system, by improving and providing a robust payment processing functionality.

Causeview provides two separate platforms dedicated to fundraising and higher education institutions called Causeview Fundraising and Causeview Advancement, respectively. Implementing these platforms can further simplify the daunting task of donor and donation management throughout organizations. Causeview Fundraising can track and build supporter relationships, create integrated donation pages and forms, process any payment types, manage tributes and pledges and simplify the process of gift accounting. On the other hand, Causeview Advancement—built on Salesforce’s HEDA platform—takes care of student and alumni tracking, to create integrated donation pages and forms, along with accounting and payment processing for gifts. Along with the above mentioned features, Causeview has a very powerful and flexible transaction management system that can process and reconcile payments. It also generates automatic and personalized tax reports for donors in a fraction of seconds and allows the donor to perform mobile check-in for events to make their experience more personal.

In an ambitious bid to make nonprofit organizations go digital, Causeview has emerged as an enabler of digital transformation in the industry of Donor Management Software, helping save both time and manual labour without compromising on the output

The most crucial feature of Causeview is that it is central and cloud-based, meaning that it can be updated anytime, anywhere, and from any device. All these features not only help the organization save valuable time, but also create savings in expenditure which is used on other third party payment gateways that do not provide a seamless experience for the user. This is particularly beneficial for millennial donors, as the easier a mode of payment becomes, the higher the chance of getting grants.

“Causeview allows us to stay on track, keeps us organized, and keeps all of our information in one central place,” quotes Elizabeth Maguire, Assistant Director, Development & Communication, Coro New York Leadership Centre. The success of the company can be witnessed from the testament provided by the list of its clients. Currently, Causeview is serving around 1600 users in organizations in and around the United States, Canada, the United Kingdom, and Australia. Causeview is all set for its Fundraising Spring 2019 release, and the new update is expected to enhance recurring gift management, consolidating reporting and contact roll-ups. With the latest version of the Causeview Fundraising Platform, the company aims at capturing donation data, produce key reports, manage payments and receipts more easily, along with some existing bug fixes. By embracing technology, Causeview is striving to make the donor management platform a seamless experience for both the donor and the organization to make it a more fulfilling experience.