Included in all plans
Evergreen donor profiles bring gifts, conversations, sentiment shifts, and the timeline of every touchpoint together — and stay current by pulling from all your connected sources, with no manual upkeep.
A profile unifies gifts, conversations, sentiment shifts, and the full timeline of every interaction — so the whole relationship is legible at a glance instead of scattered across systems.
Profiles stay current on their own, pulling from all connected data sources — Raiser's Edge, email, and calendar — so what you see is always the latest, without anyone updating a record by hand.
When a portfolio changes hands, the relationship doesn't reset. A new gift officer inherits the full history and sentiment at a glance — continuity your donors feel.
Your workspace starts empty. Connect Raiser's Edge during setup to bring in your real portfolio.