This section outlines the specific, granular capabilities required from the digital giving platform. It expands upon the high-level areas defined in the Scope of Work and translates them into precise, actionable features vendors must deliver. These requirements ensure the solution will meet the technical and functional needs of the organization across core fundraising, marketing, integration, and donor experience areas.
The platform must integrate deeply with the nonprofit's CRM (e.g., Salesforce NPSP/Nonprofit Cloud) to ensure seamless, bi-directional data flow. Real-time sync, robust field mapping, and data quality management are critical.
"Our current platform requires manual data entry into Salesforce. We are looking to eliminate that burden with a real-time sync that supports all key fundraising and engagement objects."
Key Requirements:
Donation forms must be modern, mobile-first, customizable, and support various giving types, tracking, and personalization without developer intervention.
"We need to build and publish donation forms in hours, not days—without relying on IT."
Key Requirements:
The platform must make it easy to create, manage, and grow a recurring giving program, including migrations from other systems.
"Our goal is to grow recurring giving by 30% in the next 12 months. We need tools that make monthly giving easy to start and hard to cancel."
Key Requirements:
Donors should be able to manage their giving through a secure, branded, and CRM-integrated portal.
"A donor should be able to change their recurring donation amount and download a tax receipt in under two minutes."
Key Requirements:
Vendors must offer powerful, multi-channel engagement tools with CRM-triggered automation.
"We want to automatically send a text if a donor abandons a donation form halfway through."
Key Requirements:
Support branded, user-friendly P2P fundraising, including team and individual pages.
"Each campaign should allow supporters to build their own fundraising pages with ministry branding."
Key Requirements:
Event tools must be native or seamlessly integrated, with nonprofit-specific capabilities.
"We need to register attendees and collect optional donations in the same experience."
Key Requirements:
The platform should allow the creation of forms for lead capture or advocacy.
"We want to collect petition signatures and seamlessly move those contacts into our CRM."
Key Requirements:
The platform must support global payment methods and processors while ensuring PCI-DSS compliance and nonprofit control over tokens.
"We need to own our payment tokens and keep processing options flexible."
Key Requirements:
Comprehensive reporting tools are necessary for campaign analysis, donor behavior insights, and reconciliation.
"We want to know how many new donors came from social media last month and how much they gave."
Key Requirements:
Staff must be able to log offline gifts efficiently and integrate them with online giving history.
"When a donor mails us a check, we want it to show up in their portal next to their online gifts."
Key Requirements:
Constituent-facing tools must be mobile-first and inclusive, with modern design and seamless navigation.
"If a form takes too long to load or doesn’t work on mobile, we’re losing donors."
Key Requirements:
For global organizations, the platform must adapt to different languages, currencies, and compliance requirements.
"We need to serve donors in English, French, and Spanish, each with the correct currency and tax compliance."
Key Requirements: