Legal & Regulatory Compliance

Ensures compliance with state solicitation law, IRS reporting, and audit requirements

Donor Data Quality & Integrity

Prevents data loss, ensures single-source-of-truth records, and maintains data hygiene

Stewardship & Donor Engagement

Enables prompt acknowledgements, thank-you letters, and tailored stewardship campaigns

Geographic & Portfolio Assignments

Allows segmentation, portfolio manager assignment, and major gift prospecting based on region

Address Validation & Mail Deliverability

Reduces undeliverable mail, cuts waste, and supports accurate communications

Fundraising Planning & Segmentation

Powers precise direct mail and multi-channel appeals, events, and campaign analytics

Tax Receipts & Regulatory Documentation

Ensures IRS-compliant acknowledgements, especially for gifts over $250 or in-kind donations

Donor Privacy & Trust

Upholds privacy preferences through opt-out/opt-in framework and secure handling

International & Special Case Handling

Enables global stewardship and compliance with international address requirements

CRM Configuration Flexibility

Supports customized data model, aligns with organizational policies, and delivers a tailored UX