Donor Management
Collect and manage donor information for insights and ongoing engagement
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OVERVIEW
Maximize your fundraising efforts by tracking your supporters with a donor management system. Our editable fields offer flexibility to record what is most pertinent to your organization and empower you to keep track of the information you need.
Easily identify high-value customers with auto-updating lifetime value reports, maintain recurring donations year-to-year, and develop strategies for outreach with automated email communications. See for yourself how a well-equipped donor database can change the game for your organization and create tremendous opportunities for your program.
FEATURES
Seamlessly collect donor information, track patron activity, and optimize your fundraising strategies with a complete donor management system
Contact Records
Efficiently track buyers, donors, and imported contacts in a single management system with detailed views and reporting.
Editable Fields
Our contact records have editable fields giving you the flexibility to record what is most pertinent to your organization.
Automated Updates
Our Donor Management tools automatically update donation and purchase information for each customer.
Detailed Tracking
Keep track of purchases, donor activities, and conversation histories to better target and engage with your patrons.
Donor Engagement
Nurture your donors and build loyalty with ongoing communications. OTS offers templated emails that incorporate Broadway best practices to maximize your efforts.
Reports and Insights
With accessible reports, you can quickly analyze your donor activity, identify trends, and understand donation habits.
Lifetime Value Reports
Easily identify high-value supporters with auto-updating lifetime value reports.
Data Imports
Easily import your contact data into OTS to centralize your records and have a single source-of-truth.