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Nonprofit Fundraising Infrastructure Checklist
Use this checklist to evaluate whether your fundraising technology is keeping up with your mission. Each category highlights the capabilities that strong fundraising infrastructure should provide.
Donor Data Management
- All donor records are stored in a single, centralized system
- Donor contact information is regularly updated and deduplicated
- Giving history is automatically tracked across all channels
- Donor segments (major gifts, recurring, lapsed) are clearly defined
- Staff can access donor records without IT assistance
- Donor data is backed up regularly and securely stored
Online Giving & Payment Processing
- Your donation form is mobile-friendly and easy to complete
- Recurring giving is available and actively promoted
- Online donations sync automatically to your donor database
- Donation receipts and acknowledgments are sent automatically
- You accept multiple payment methods (credit card, ACH, digital wallets)
- Peer-to-peer and event fundraising are supported online
Communication & Stewardship
- New donors receive a welcome series within 48 hours of their first gift
- Email communications are personalized based on giving history
- Lapsed donors are identified and re-engaged systematically
- Major donors receive tailored stewardship touchpoints
- Email open rates and engagement metrics are tracked
- Communication preferences are respected and manageable by donors
Reporting & Analytics
- You can generate a donor retention report in under 5 minutes
- Campaign performance is tracked with clear ROI metrics
- Board-ready fundraising reports are available on demand
- Year-over-year giving trends are visible and analyzed
- You can identify your top donors and their lifetime value
- Data from events, campaigns, and online giving is unified in reports
How did your organization score?
If you found gaps in your fundraising infrastructure, you are not alone. Request a technology review and we will help you build a practical plan to strengthen your systems.