Throughout every fundraising campaign, major gifts is the difference between meeting and exceeding goals.
But as the donation ask grows larger, the need for formal contracts or gift agreements becomes a factor. And the last thing you want is to lose out on a major gift because a mistakes is made or a task is left undone.
With OnBase for Gift Agreement, advancement and development offices manage the entire business process for a contract request. The gift contract management system provides:
Once the gift is signed, staff have immediate access to all final documents through the advancement CRM solution. The gift agreement system also automatically stores the contract in the donor record – ensuring the donor history stays up-to-date.