- Campaign Management
- Fundraising Management
- Donations Management
- Payment Processing
- Receipt Management
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Givelify is the go-to online and mobile giving platform, trusted and loved by charity organizations and places of worship worldwide. It is designed to help foster donation-giving relationships through its customizable platform for fundraising goals, automated offerings, and a centralized ... Read More
Campaign management includes planning, execution, tracking, and analysis of direct marketing initiatives. These responsibilities include the entire lifetime of a marketing campaign, from concept through launch to evaluation. Campaign management has become a sophisticated, far-flung proposition via email, on social media platforms, on company websites, forums, blogs, mobile devices. Thanks to software like marketing automation software, analytics platforms, and new distribution methods and channels. As technology has advanced, more jobs may now be automated and more targeted communications and marketing content. Some jobs and workflows support critical marketing campaign management procedures, including planning, execution, and monitoring.
Fundraising management is the process of organizing fundraising events that involve individuals, businesses, charity foundations, or government agencies, and fundraising managers are the people in charge of these activities. A fundraising manager oversees a company's or organization's fundraising efforts. They handle the department's whole fundraising efforts. Managing the budget, supervising staff or volunteers, planning events, cultivating donors, and writing grants are just a few responsibilities. These executives devise excellent donation-increasing techniques. They oversee a group of people and keep them on track. They hire, train, lead and manage the personnel in charge of collecting money. Without their knowledge and efforts, a corporation would not maintain its operations.
Donations management is a vital tool that allows non-profit and charitable organizations to effectively manage their donations and contributions. This feature aids in streamlining the process of accepting, tracking, and reporting donations from various sources. With donations management, organizations can easily create and manage donor profiles, keep track of donor information, and accurately record and store donation details. This ensures that all donations are properly documented and can be easily accessed for future reference. Furthermore, this feature allows for the customization of donation forms
Payment Processing is defined as providing a Person with the ability to charge or debit accounts using any payment mechanism, including but not limited to Remotely Created Payment Orders, Remotely Created Checks, ACH Debits, or debit, credit, prepaid, or stored value cards, either directly or indirectly. Payment Processing entails, among other things: (a) reviewing and approving merchant applications for payment processing services; (b) providing the means for merchants to transmit sales transaction data to acquiring banks or other financial institutions; (c) clearing, settling, or distributing proceeds of sales transactions from acquiring banks or financial institutions to merchants; or (d) processing Charitable Contributions.
Receipt management is the process of organizing, filing, and benefitting from receipts that are kept correct and complete. The administration of receipts is an important part of general accounting. Receipts are a technique of tracking home spending patterns in personal finance, and the same is true in enterprises of all sizes. Receipts can also be used by businesses to track revenue generation. There are two types of receipts that small firms typically deal with. Suppliers issue expense receipts when a small business owner purchases goods for resale. Purchasing fixed capital for the firm, such as furniture and other equipment, and paying for services connected to business care, create expense receipts.
Pledge management is a crucial software feature that enables organizations to efficiently track, organize, and manage their pledges. Pledges are promises made by individuals or companies to donate a specific amount of money to a cause or organization. With this feature, organizations can easily keep track of all the pledges they have received and ensure that they are fulfilled in a timely manner. One of the main benefits of pledge management is the ability to streamline the pledge process. It allows organizations to easily record and track all the
Account management is a crucial feature that is commonly found in software used for managing various types of accounts. This feature is specifically designed to help users efficiently manage their accounts and perform various tasks related to them. The main purpose of account management is to provide users with a central location where they can easily view and track all their accounts, as well as perform actions such as making changes, creating new accounts, and closing old ones. One of the key benefits of account management is its ability to keep all account
Donor management is a key feature of software designed to assist organizations in effectively managing their relationships with donors. It involves the use of tools and techniques to keep track of donor data, communication, and interactions, with the ultimate goal of improving donor engagement and increasing fundraising success. With donor management, organizations can easily record and maintain detailed information about their donors, including contact information, giving history, interests, and preferences. This information can then be used to create personalized communication and targeted fundraising campaigns. Additionally,
A bank reconciliation statement reconciles an entity's bank account with its financial records. The statement lists all deposits, withdrawals, and other transactions in a bank account over a specific time. A bank reconciliation statement is an important instrument for detecting and combating fraud in the financial system. According to bank reconciliation data, payments have been processed, and cash collections have been put into the bank. In addition, the reconciliation statement aids in identifying discrepancies between the bank and book balances so that appropriate changes or repairs can be made. Once a month, an accountant processes reconciliation statements. Therefore, a bank reconciliation statement needs the use of both the current and prior month's statements, as well as the account's closing balance.
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Givelify for Donors
Simple, powerful donation management
Dedicated Giving Success Coach
Spanish-language app version
Insightful data & analytics
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Givelify for Organization
Simple, powerful donation management
Dedicated Giving Success Coach
Spanish-language app version
Insightful data & analytics
Givelify support center
Givelify resource hub
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Givelify is the go-to online and mobile giving platform, trusted and loved by charity organizations and places of worship worldwide. It is designed to help foster donation-giving relationships through its customizable platform for fundraising goals, automated offerings, and a centralized dashboard of donor and donation analytics. Givelify ensures administrators have access to the insights and resources needed to create annual campaigns and drive donations, ensuring transparency and efficiency for all.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
Researched by Rajat Gupta