Organizational Benefits

Cost Savings

Staff efficiency is improved through a highly configurable workflow engine, allowing streamlined management of new accounts, contributions, and grant management processes.

Staff and donors are connected through a robust social interface, enhancing personal engagement and supporting viral development.

The easy to use, intuitive dashboard enables donors to become more self-sufficient, reducing support calls for manual processes and freeing staff for alignment around critical development efforts.

Compliance

The DonorFirst™ audit trail support includes the retention of full grant documentation throughout the recommendation life cycle, including Form 990 and Charity Check reports.

Seamless integration with Guidestar premium services (www.guidestar.com)

Donor Retention

The DonorFirst platform provides a highly engaging and rewarding environment that connects donors and their grantees, providing critical transparency on use of funds and expressions of appreciation for those gifts.

Full 24/7 online access to all account activity including performance, grant entry, status, and history, ensures high levels of donor satisfaction and program differentiation.

Enhanced Development Capabilities

Integrated marketing and communication capabilities help foundations mobilize standing money.

Innovative technology solution including social engagement capabilities attracts the crucial next generation donor, and helps engage and retain multi-generational families

Donor Benefits

A True Donor Dashboard

The unique Donor Dashboard capability of Crown DonorFirst enables our clients to present a full range of charitable instrument information to their donors including not only donor advised funds, but endowment and planned giving (CRT, CLT, CGA) information as well.

For the first time, donors and their families experience a true Philanthropic Dashboard.

Unique Donor & Family Features

• Online, private communication with grantees
• Personalized content from foundation staff and advisors
• Support for multiple charitable instruments
• Unique account management dashboard provides financial reporting, grant status, entry and history, messaging, foundation and group content & collaboration
• Docket and grant proposal capabilities
• Ability for donors to offer giving certificates
• Support for giving circles and communication, collaboration between family and friends