Manage Fundraising and Grant Acquisition Workflows
Your "Sales" team focuses on securing funding through grants, major gifts, and corporate sponsorships. You need an organized way to track outreach and grant writing projects. OneDesk supports your entire fundraising lifecycle.
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Keep Grant Deadlines and Donor Outreach Organized
Fundraising involves complex, deadline-driven projects like grant applications and capital campaigns. OneDesk turns each funding opportunity into a trackable project. Never miss a critical deadline or forget a donor follow-up. Centralize all communication and documents.
Ticketing for Grant Writer Requests and Donor Support
Use an internal portal for staff to request fundraising materials or donor profiles. Turn emails from prospective donors or grant officers into trackable tickets instantly. Set up strict SLAs to ensure immediate follow-up on major gift inquiries. Custom views help your Grants team focus only on application deadlines and tasks.
Manage Campaigns and Grant Application Projects
Treat each major grant application or fundraising event as a detailed project. Break down the process into tasks: research, writing, review, and submission. Track the effort and time spent on winning specific funding. Use clear progress tracking to meet all submission deadlines.
Automate Donor Follow-up and Campaign Reminders
Automatically assign a new major donor inquiry to the relevant development officer. Set up rules to send a follow-up reminder one week after a grant application is submitted. Change the status of a pledge ticket once the payment is received. Automation ensures consistent and timely donor stewardship.
Quote for Sponsorship Packages and Track Pledges
Generate professional quotes for corporate sponsorship packages. Track pledges and ensure all agreed-upon deliverables are met. Log billable time spent on grant writing or donor-specific reporting, if applicable. Use this data to calculate the true cost of acquisition for different funding streams.
AI Helps Draft Donor Communication and Proposals
The AI assistant can summarize long grant guidelines to extract key requirements. Use AI to draft professional, personalized follow-up emails to donors. It can help categorize incoming inquiries like "Major Gift" or "Volunteer." This saves time on initial communication. Your team focuses on building crucial relationships.
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FAQ
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See our pricing page for full details.
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