BasicFunder

Your virtual fundraising assistant for institutional philanthropy. Suggests curated lists of prospect matches for you. Reveals connections and contact details to get you in the door. Recommends how much to ask for from new and past funders. Provides strategic intel on trends, funders, and peers. Generates smart prospect lists with actionable insights. Explore instantly curated lists of funder prospects matched for you. Use advanced metrics to decide which prospects are worth a closer look. Discover funders proven to support organizations like yours. Get the data you need to evaluate, cultivate, and solicit prospects in one place. Enjoy collaborative tools that let you research and manage prospects as a team. Access funders' alignment with your work, capacity to give, and relationship to you. See how your staff, board, and funders can get you in the door with warm intros. Unlock professional email addresses and LinkedIn accounts associated with prospects.

Collaborate is customizable case management software for non-profits and social services agencies with teams of 5+ staff. It's built to easily track intakes, services, goals, outcomes, and funder reports. Collaborate includes intelligent core features like case history, medical exams, clinical assessments, test results, custom reports, & more. Manage documents and electronic signatures, collect data from external forms, and handle referrals to and from outside organizations. Also supports integrations with external systems. Onboarding includes expert configuration and staff training. After Go-Live, benefit from monthly reports consultations with your account manager, complete online help, and exceptional customer support. To help protect your clients' data, Collaborate is HIPAA and SOC 2 Type 2 compliant.