Constituent Relationship Management
CRM software for foundations to build a holistic and actionable view of your relationships.
Foundant’s CRM is expertly designed to help you identify, nurture, and sustain meaningful relationships with individuals, households, financial advisors, corporate donors, volunteers, and grantees—while seamlessly tracking individuals who play multiple roles in your philanthropic community and mapping the connections between key stakeholders. Rely on a CRM that is one with your accounting system, providing a holistic real-time view of donor history, removing the fear of donor data being out of date or not yet synced—it is simply a different view of the same data.
Manage your relationships more effectively.
Centralized data
A CRM system provides one place to store all important information about prospective donors, making it easy to access and update. Easily see and create reports on profile, demographic, and financial data.
Streamlined communication
CRM tools allow your organization to create detailed contact profiles for all donors and potential donors using attributes and coding to keep all data points on donors. Create invitation or campaign target lists based on their unique interests, activities, and relationships.
Donor and volunteer engagement
Plan and track your strategies for donor cultivation, solicitation, stewardship, and relationship-building so can better recognize and appreciate their supporters, leading to stronger, long-term relationships. For foundations, our moves management connects the dots between a donation and your donor management team.
Improved reporting
CRM software can generate reports that show how donations and volunteer efforts are being used to further your mission. This helps with transparency, accountability, and applying for grants.
Key features to effectively engage with your supporters
Track and manage interactions
Record and manage interactions with all constituents, including donors, volunteers, board members, and beneficiaries.
Segment constituents
Group constituents based on shared characteristics or interests to tailor communications and engagement efforts.
Analyze constituent data
Gain valuable insights into constituent behavior, preferences, and satisfaction levels.
Optimize communication
Use data-driven insights to personalize communications and improve engagement across all constituent groups.
Enhance board member engagement
Foster effective communication and collaboration with board members to strengthen governance and decision-making.
Measure beneficiary satisfaction
Track and analyze beneficiary outcomes to ensure your programs are meeting their needs.
What our clients are saying
It’s been a great solution to meet our accounting and CRM needs. The GLM and SLM modules have made our operations more efficient”
Preeti Francis
Community Foundation of Greater Huntsville
Great product! Combining ability to manage fund accounting with CRM is a win”
Kent Embree
Community Foundation Serving West Central Illinois and Northeast Missouri
Explore case studies
Are you interested in seeing our CRM software in action? Check out the following case studies to envision the possibilities for your organization.
PRODUCT
CSUITE, GLM, SLM
TYPE
Community Foundation
Community Foundation of North Central Wisconsin
Michelle Gleason, Development Director, shares her positive experience with CommunitySuite. Since switching from FIMS in 2019, Michelle has found Foundant to be easy to use, especially in organizing opportunities and tasks, pulling reports, and managing data. The customizable nature of Foundant allows her team to work more efficiently.
PRODUCT
CommunitySuite
TYPE
Community Foundation
Jewish Community Foundation of Hartford
Kathryn Gonnerman Vice President, Philanthropy, Madison Leighty, Development Coordinator and Susan Lotrek Vice President, Operations & Donor Services describe how moving from FIMs to CommunitySuite has been a welcome change.
Save time and drive results with CommunitySuite
Join the over 640 clients using Foundant’s core enterprise solution supported by our commitment to collaborative development and exceptional client experience.
CRM FAQs
What is constituent relationship?
A constituent relationship refers to the connection and interactions between a nonprofit organization or foundation and its supporters or stakeholders, including donors, volunteers, beneficiaries, board members, and other community members. Maintaining these relationships is crucial for engagement, retention, and achieving the organization’s mission, as it involves understanding each constituent’s interests, needs, and history with the organization.
What is constituent relationship management software?
Constituent Relationship Management (CRM) software helps organizations manage relationships with constituents by tracking interactions, managing communications, and analyzing engagement data. For nonprofits, it streamlines tasks like tracking donations, organizing volunteers, managing events, and creating targeted communications. By centralizing data, CRM software enhances relationships, boosts engagement, and improves fundraising efforts.
What is CRM for foundations?
CRM for foundations is tailored specifically to meet the needs of philanthropic foundations that give grants, support programs, and manage relationships with grantees, donors, and partners. Foundation-specific CRMs support grant management, including application tracking, review processes, fund distribution, and impact tracking. These CRMs often integrate with financial systems to provide streamlined grant-making processes, reporting tools, and relationship-building capabilities that enable foundations to fulfill their missions efficiently.
What is CRM for nonprofits?
CRM for nonprofits is a system designed to help nonprofit organizations manage relationships with donors, volunteers, beneficiaries, and other stakeholders. Nonprofit CRMs enable tracking donations, managing memberships, organizing fundraising campaigns, and planning events. They provide tools for segmentation, personalized communication, and analytics, helping nonprofits increase engagement, donor retention, and fundraising effectiveness. Nonprofit CRMs also facilitate tracking of fundraising goals, managing recurring donations, and creating reports for board members and stakeholders.
What is a constituent in philanthropy?
A constituent in philanthropy refers to any individual or organization with a meaningful connection to a nonprofit or philanthropic entity. Constituents include donors, volunteers, beneficiaries, grantees, board members, staff, and community partners. Constituents support or are served by the organization, and their engagement is essential to achieving the organization’s mission.