Constituent Relationship Management
Nonprofit Business Intelligence
- Product Overview
- Agency Portal
- Analytical Marketing
- Analytics and Dashboards
- Business Intelligence
- Campaign Management
- Data Enrichment
- Distribution Management
- Donor Profile Database
- Enterprise Integration
- Financial Transaction Processing
- Grants Tracking
- Microsoft Based Fundraising Software on Dynamics 365
- Mobile Apps
- Multichannel Marketing
- Native MS Outlook Integration
- Nonprofit CRM Software
- Online Fundraising
- Online Workplace Giving
- Planned Giving
- Service Case Management
- Social Media Integration
- Tightly Integrated to MS Office
- Volunteers, Events, and Committees
Automated Distribution, Payout, and Donor Designation Information
The Agency Portal is specifically designed with the following features:
The Agency Portal allows you to automate and control the distribution of payout reports and donor designation information to agencies receiving specified gifts through your nonprofit.
“Where Raised” Reports
For United Ways, the Agency Portal provides fundraisers with “where raised” reports in accordance with Standard M.
The Agency Portal provides automated collection of information from an agency with respect to its certification or compliance documentation to receive designated gifts through a local United Way. To accomplish this goal, the agency uploads their documentation which is presented to the funding nonprofit to be verified.
The Agency Portal provides updated and real-time electronic validation service (also available directly in StratusLIVE for Fundraisers) to confirm an agency’s status with respect to IRS standing, terrorist watch lists, and other data enrichment sources.
The Agency Portal allows agencies to access and update their own information. With self-service access, agencies can immediately update their information as soon as a change has occured; keeping payouts on schedule, communication effective, and data entry as accurate as possible.
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