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The Increased Awareness of The Donor Experience.
Over the last several years, the idea of evaluating a donor's experience with a foundation has risen to the forefront as a crucial driver of relationships and donor loyalty. Crown is the first philanthropic platform to integrate the financial and transactional aspects of charitable account management into an easy-to-use and engaging web environment that drives donor engagement, elevates the overall donor experience, and improves donor development and retention.
DonorFirst provides state-of-the-art online access for donors and staff, coupled with a highly efficient workflow structure for donor advised funds (DAFs), endowments or supporting organizations. It is the only solution to effectively merge the social engagement promise of the internet with the existing transactional aspects of charitable tools such as DAFs.
Give philanthropists the ability to access and manage their accounts online, even from their mobile phone or tablet. You get a rich feature set designed to improve the donor experience by allowing philanthropists to propose grants, learn about new causes and experience the results of their giving firsthand. Your staff enjoys the benefits of streamlined workflows and automation that adds efficiency to account administration.
The DonorFirst platform features:
- A comprehensive Donor Dashboard that supports communication and provides key financial information for philanthropists.
- 24/7 online access to complete, accurate and timely account information, including management tools, financial and grants reporting, account history and grantee communication.
- A highly efficient, batch-based workflow processes for staff that reduces time commitment for new accounts, contribution and grant processing.
- Unique 'Giving Certificate' capabilities that enable donors to share the gift of philanthropy with friends and family.
- A flexible architecture that supports pooled investments, mutual funds and separately managed accounts.
- Full audit trails and retention of grant documentation.
- Integrated marketing tools and two-way online communication between donors and grantees.
What can DonorFirst do for you?