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.

And, with ShareBase by Hyland, you can share your major donors' wealth or gift documentation with Donor Research vendors to speed processing even further. The natural interaction between ShareBase and OnBase allows you to share those files automatically as part of the OnBase advancement process with those who do not have access to your OnBase solution.