Great fundraisers make relationship building look easy.
Major donors should feel like their relationship with you is effortless. They receive regular impact updates, get thoughtful outreach on important occasions, and never doubt their importance to your team and your work.
But the reality that most donors don’t see? Gift officers scrambling behind the scenes, managing hundreds of unique donor relationships, and often relying on a complex combination of spreadsheets and mental notes to keep everything together. When those manual systems fail, things fall through the cracks, donors start to feel distanced, and fundraisers burn out.
If you're a fundraiser, you know that securing large gifts can unlock transformational opportunities for organizational growth. To manage hundreds of personal relationships with the donors in your portfolio, you need tools that help you keep everything on track, without adding hours of data management to your day.
Introducing: Opportunity Pipelines
Opportunity Pipelines in Humanitru provides a structured, effective way to manage high-touch fundraising programs - including major gifts, grants, planned giving, and corporate partnerships - from your first outreach all the way to a closed gift.
With Opportunity Pipelines, you can easily:
- Build donor outreach plans and assign tasks to gift officers, ensuring that important dates, deadlines, and promised follow-ups never fall through the cracks
- Predict fundraising revenue and easily track the progress of each donor portfolio, so you're never surprised at the end of the year
- Reduce time spent on manual data and project management, freeing up more time to focus on building donor relationships
How it works:
The Opportunity Pipelines tool offers nonprofits total flexibility to define and customize the fundraising process to fit your needs. With a simple, intuitive set-up process, you can create your first pipeline and start fundraising in seconds.
Opportunities represent planned fundraising asks: for major gifts, grants, sponsorships, or other large donations. Each Opportunity can be assigned to a member of your team and associated with a series of planned tasks, so that deadlines and outreach plans can be tracked directly within Humanitru. Pipelines define your donor journey - the series of stages that each Opportunity will progress through. By customizing the stages of your process, you can use Opportunity Pipelines for:
- Building major donor portfolios and tracking the moves management process, from initial qualification to long-term stewardship
- Tracking grant applications and reporting deadlines
- Coordinating outreach to corporate partners and sponsors
- Managing planned giving programs
- Planning and running capital campaigns
- And more!
With fundraising and relationship management centralized in your CRM, frontline fundraisers have the tools they need to keep track of every relationship’s next move, while leadership has insight into projected revenue and progress to goals, enabling effective planning and budgeting.
And most importantly, with behind-the-scenes data and task management running smoothly, each donor, partner, and funder can recieve the right outreach, at the right time, every time - creating the lasting relationships that guarantee sustainable revenue for your organization.
