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Morphate - DonorNation by Fonteva. Donation Management built on the Salesforce Platform
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Transcript of Morphate - DonorNation by Fonteva. Donation Management built on the Salesforce Platform
We are MorphateDelivering Technology for Good
Morphate was formed to focus specifically on
delivering best of breed solutions to Not For Profit
organisations
We deliver solutions in a cost effective and timely
manner ensuring you obtain the best benefit from your investment
We leverage the leading apps on the Salesforce appExchange which we
adapt to meet your needs
We are there to support and guide you through your project from the start to go live to ensure your goals are achieved
We are not simply focused on implementing
technology.
We are with you from the start of your journey to the end so that we can ensure you achieve the maximum benefit from
your investment.
We deliver functionality in stages and focus on
getting you live as soon as possible. We support you throughout each stage of the project to ensure you
and your team are achieving the maximum
benefits from your solution.
Our products
Our products
Our products
DonorNation is the complete solution to help not-for-profit charities, associations,
foundations and educational institutions to achieve their mission.
When you choose DonorNation as your system, you are getting a platform capable of running your entire organisation and you
are gaining access to the world’s most powerful CRM platform, Salesforce, because it is preconfigured to run on
Salesforce.com
Our products
DonorNation includes over 22 modules featuring:
• Donor Management• Fundraising• Event Management• Private Social Community• E-Commerce and Finance• Finance
Customers
Our products
Now all your users can have access to critical data from any device at any time. Easily add custom fields and the ability to report on any custom field.
DonorNation is the only solution that allows you to customise the page for each individual user to enhance usage and productivity.
Key BenefitsUsers can quickly segment data based on any desired criteria and make views viewable or private for other users
Track multiple addresses, phone numbers, fax numbers and e-mail addresses for individual members, volunteers, and organisations
View contacts entire history, including member status, event attendance, committees, orders, renewals, communication and more from a single screen
Create new and different membership types, with discount codes for events or products
Key BenefitsConduct electronic commerce transactionsTake membership fees, sell products, and event registrations
Track interactions and correspondence, set up rules and flags to keep in touch
Establish automated membership renewal notices
Allow for gift memberships, one person can pay for another, and track both
Initiate new member packs, thank you correspondence, all automatically
Key BenefitsDonorNation includes a fully configurable member portal customised with your brand
Key BenefitsThe Donor Management module provides the ability to easily access and manage online and offline donations and view donor information in your member or supporter records.
Track all donations, orders, communication and more from your donors, members and prospects from the contract record.
The mailings and communication module allows you to develop and manage various mailings and communications related to your fundraising initiatives.
Key BenefitsCreate and manage an unlimited number of donor records, fields and user-defined fieldsAccommodates single gift, pledges and pledge payments recurring gift donation types
Track joint and separate giving records for different household relationships
Conduct donor segmentation to refine target constituents
Key BenefitsAutomate donor acknowledgement communication
Manage legacy giving, bequests, life estates, and others with automated workflow
Easily track pledges, monitor unpaid pledge balances, and account for GST
Schedule unlimited number of pledge payments and auto-generate responses
Split and track give donations between different funds or campaigns
Key BenefitsAdminister soft credits for legacies, gift donations and memberships
Handle payments in any international currency accounting for local GST or tax rules
Manage gift aid credits and drive opt-in campaigns to improve participation
Track fundraising campaigns, appeals, events, and pledges with reports and dashboards
Key Benefits - FinanceSell products and merchandise, event registrations, member dues and subscriptions
Import and update product catalogues and offer differential pricing per member
Create marketing bundles and upsell opportunities
Easy integration with fulfilment houses for product distribution
Create and track invoices, and process payments from individuals and organisations
Key Benefits -FinanceValidate and charge credit cards electronically at point-of-sale
Store credit card authorisation codes, not credit card numbers, PCI compliant
Track and report on direct debits, cash or cheques, even payments-in-kind
Process standing orders and store transaction history in contact records
Export data to third-party accounting systems for budgeting and accounts payableIntegrate with separate e-commerce systems
Questions?