Donor File Management

Building the digital constituent record with a donor management solution

To build and maintain strong relationships with existing and prospective donors, staff members in Advancement, Development and Alumni Affairs offices must have comprehensive knowledge of a donor or prospect. 

They need instant access to past and present giving behaviors and personal details, including:

  • Current financial status
  • Professional standing and affiliations
  • Notable achievements
  • Family relationships

OnBase Donor File Management provides offices of Advancement, Development and Alumni Affairs staff and officers with a thorough donor knowledge base. 

The donor file management solution instantly updates electronic donor files as new information arrives. This creates a secure, centrally managed donor file that office staff and remote officers access and update from anywhere, using any device – even tablets and smart phones. 

With virtual printing capabilities, remote officers import new information – such as a press release found on the donor’s business Web site – directly into the donor file.