A Smarter Way to Engage at Every Stage

Donor-centered nonprofits know that meeting current funding needs today while managing relationships with donors as they change over time, is a balancing act, but it’s absolutely essential to the long-term success of the organization.

StratusLIVE for Fundraisers gives nonprofits the ability to better manage relationships from prospecting to estate gift distribution.

StratusLIVE planned-giving features use advanced donor segmentation and engagement at various stages in the relationship to identify and target individuals most likely to have planned-giving capacity. Additionally, StratusLIVE for Fundraisers’ linking of motivational interest with demographic and giving history data is unmatched in the marketplace.

StratusLIVE planned-giving helps organizations track donor and prospect activity and identify likely changes in inclination, capacity, and propensity to give over time. The ability to subsequently engage constituents at the appropriate time for planned gifts such as bequests, annuities, or estate planning is greatly improved.

Easily Manage Every Step of the Process:

arrow_1 Identify and Cultivate

  • Use search, analysis, and segmentation tools to identify planned-giving prospects.
  • Use StratusLIVE for Fundraisers for cultivation and moves management.

 Establish Plan and Award

  • Establish a target plan.
  • Ask and negotiate.
  • Receive commitment.

 Manage Details

  • Track the gift plan and gift instruments.
  • Associate instruments and relationships to donor records in StratusLIVE for Fundraisers.
  • Define planned distributions by instrument.
  • Enter expected gifts as pledges.
  • Track communications and relationships with related parties.

 Receive Payments

  • Provide receipts as appropriate.
  • Manage and track relationship stewardship activities.
  • Close gifts and associated pledges.