[Webinar] CommunitySuite: Advanced CRM for Donor Management

Community foundations often feel they need a traditional CRM system to effectively manage donor relationships, but your donor database is just one piece of the donor engagement puzzle. With an integrated system, such as Foundant’s CommunitySuite, all aspects of donor management are in one complete system. Easy access to fund statements and accounting details, ability to segment donors to create campaigns, capturing important conversations, providing curated giving opportunities, and creating a great online experience are a few of the benefits an integrated system will deliver beyond traditional CRM. Hear firsthand experience from Clayoquot Biosphere Trust and see how they use the many tools in CommunitySuite to engage with their donors.

You’ll learn:

• How an integrated community foundation system goes beyond CRM to facilitate donor engagement.
• What a donor profile looks like in CommunitySuite and how it impacts your donor experiences.
• The benefits of using CommunitySuite to manage donor interactions from donation to fund management.

SPEAKERS

Rebecca Hurwitz  | Executive Director, Clayoquot Biosphere Trust

Cindy Lindsay | Director of Learning, Community Foundations of Canada

Daren Nordhagen | Co-founder, Foundant Technologies

Bryan Geary | CommunitySuite Product Manager, Foundant Technologies

Transcript available upon request. email: webinars@Foundant.com