DonorPath

Use DonorPath with QuickBooks to get all the fundraising help you need

Description

Get the fundraising help you need. DonorPath matches you with a virtual fundraising coach to sync your QuickBooks account data into a simple, elegant dashboard to identify new opportunities, automate reports, and see donor wealth scores. Try it free!

Analytics to Inform Your Organization's Fundraising Health

Our intuitive dashboard makes data analysis simple. On your dashboard, you'll be able to track progress against goal, monitor giving increases and decreases, average gift, donor attrition rate, and the number of new donors needed to reach goal. Simply put, you'll have the information you need to effectively communicate your organization's fundraising health to your board and staff.

An Expert to Help Turn Analytics into Action

Based on your organization's profile, we match you with three expert fundraisers. Choose one, meet virtually twice a month, and get the help you need. Your Expert will help you understand real-time revenue data and turn it into actionable insights, creating customized solutions and evaluating implementation along the way. You can meet by conference call or use our video conferencing feature.

Donor and Prospect Lists with Wealth Scores

Your Expert will help you identify new funding opportunities by prioritizing your current and lapsed donors and prospects. To help you prioritize, we include wealth scores for individual donors, informing a donor's capacity to give. Easily export them for email, mail, and phone contact. Visit the Library for best-in-practice fundraising materials to help you effectively communicate to donors.

Automated Reports for Board and Staff

We know that you have to leverage your existing time and resources because both are in short supply. That's why we've made board reporting quick and easy. We enable you to generate board reports with the click of a button, downloadable to a word document that allows you to add narrative and highlight some of your key successes and areas where you may need support.

Ongoing, Expert Communication and Support

To prepare for your Solution Sessions, you can upload draft materials that you'd like your Expert to review: a meeting agenda, a proposal, an appeal letter -- whatever you need. Between your Solution Sessions with your Expert, you can post questions to your Expert, who is notified by email that you need an answer or help. Your Expert will respond so you have what you need.

Simple and Safe QuickBooks Online Integration

Sync all of your giving information and data securely from your QuickBooks account - in a matter of minutes. We import the data from your QuickBooks account into a user-friendly dashboard that is unique to your organization. We run a nightly refresh on your QuickBooks account, so you'll always benefit from up-to-date, accurate information on your dashboard.

Analytics to Inform Your Organization's Fundraising Health
An Expert to Help Turn Analytics into Action
Donor and Prospect Lists with Wealth Scores
Automated Reports for Board and Staff
Ongoing, Expert Communication and Support
Simple and Safe QuickBooks Online Integration

Information

DEVELOPER
DonorPath

LEGAL
Terms and Conditions
Privacy Policy

Free 30-day Trial
After your trial, plans start at $199/month.
No contract. No set up fees.


PLAN PRICE USERS DETAILS
After Your 30-day Trial Plans starting at $199/month 5 No contract. No setup fees.

Call us anytime between the hours of 8AM and 6PM CST or email us at support@donorpath.org

Contacts

312-561-5046
Online support:
http://www.donorpath.org


FAQ

Where can I find more information about DonorPath
A frequently asked questions page is maintained here: https://app.donorpath.org/faq