Institutional Advancement

Secure relationships – and dollars – with electronic donor relations management
For the offices of Advancement, Development and Alumni Affairs, it’s all about the dollars – and how those dollars strengthen the institution’s mission, profile, fiscal stability and capacity for innovation. Whether making the initial “ask” or securing a gift renewal, preparation is essential.

OnBase solutions for Institutional Advancement help ensure your institution’s success in securing, maintaining and growing a substantial fund and a sizeable, reliable donor population. 

With access to donor and prospect files that offer comprehensive background information, such as a donor or prospect’s interests, professional standing, financial status and history of giving, officers in the field confidently drive conversations that lead to new or increased giving.

OnBase allows staff members to process new gifts quickly and thoroughly. OnBase also tracks contract documents and revisions and monitor expiration dates allowing staff to proactively secure gift renewals.

Donor File Management
With OnBase, Advancement, Development and Alumni Affairs have anywhere, anytime access to donor information to build strong relationships.

Gift Contract Management
OnBase electronically manages donor files, gift contracts and renewals, alerting staff well in advance of expiration dates to provide predictable income

Gift Processing
Leveraging OnBase to manage documents while utilizing process automation tools efficiently drives collection, matching and routing tasks

Enterprise Content Management