An end to end experience for managing and executing impactful donation requests
Donation requests hit you from every direction — emails to branch managers, paper forms at the teller line, asks that arrive through a board member. Some get answered. Some get lost. Some get approved twice by two different branches - and no way to properly measure impact.
None of this is a generosity problem - It's a process problem. Donation requests get handled as one-off favors when they're actually a program, with the same lifecycle as any grant: application, routing, review, decision, follow-up, and impact reporting.
In this webinar, we'll walk through the full workflow live - from the moment a request comes in to the impact story you hand your board.
One front door for every request — a single branded form with a branch selector and eligibility questions up front, so unqualified asks filter themselves out
A branch-level routing model that sends every request to the team closest to that community — instead of forwarding it around until it dies
Review and decisions on the record — consistent criteria across branches, duplicate asks caught side-by-side, and documentation that holds up when an examiner or auditor asks
A report-back step that turns every approval into photos, outcomes, and a testimonial you can put in front of members
The rollup — giving totals by branch and category in minutes, and a testimonial library that feeds board packets all year
The all-in-one platform for managing scholarships, grants and awards programs.
