Donor Management Solution

Using Siebel Marketing, Sales, Service and OBI EE, eVerge has created a vertical application specific to donations management. The solution is designed to address the operational, structural, reporting and marketing processes and requirements unique to not-for-profit entities and has been deployed in various configurations at The American Heart Association, Kenneth Copeland Ministries, Baptist General Convention of Texas, and others. 

Learn more about our tailored solution for donations management:

The following chart summarizes the capabilities and benefits resulting from the implementation of this solution:

BENEFITS / CAPABILITIES

DETAIL

Enables complete view of donors and potential donors.

eVerge Group's Donor Management solution enables the client to develop and maintain a complete view/history of each donor and potential donor (contacts, discussions, interactions). These piece parts are essentially uncoupled into a series of many-to-many relationships with linkages that enable the client organization to identify and understand how each donor contributes and influences the contribution of others.

Integrates management of fundraising activities and events

The Marketing component of the solution provides the client organization with tools that enable the integration of marketing / fundraising activities:

  • Segmentation of entire donor pool into program specific segments
  • Event management – define logistics, people, breakout sessions, resources necessary, etc. – the application can define all activities within one manageable object, plus tie all marketing and response activities to that event
  • Tie product/premium sales to donations and marketing programs
  • Intelligent segmentation of donors using Oracle's OBIEE suite of projects
Supports unique donation management requirements
  • Management of cash and non-cash donations (inheritance, property, etc)
  • Designation Management – designation of contributions to specific funds
  • Management of recurring gifts (PCI compliant solutions –i.e. credit card processing)
  • Receipting – automation of receipt of donation
  • Giving summary report – generation of report sent to donors annually/semi-annually to notify them of their giving and for tax purposes
Integrates operational support capabilities
  • Manage service related issues (call center capabilities, follow up calls, etc)
  • Provide inventory capabilities for premiums/products
  • Support of multi-org structure – capability to extend deployed solution across a multi-affiliate footprint
Integrates supporting systems and data quality
  • Leveraging Siebel's robust integration technologies to integrate to both owned and third party, outsourced solutions
  • Systematic data quality tools inherent to the Siebel product set
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“eVerge Group really stepped up to the plate and partnered with us. They sat down and worked through the issues.”

James Tito, CIO – Kenneth Copeland Ministries
Siebel CRM: Donor Management Solution | ReadyExpress