🧩 Defining Your Requirements

This section outlines the essential capabilities, performance standards, security measures, and technical specifications that the proposed digital giving platform must satisfy. Building upon the scope of work defined in the previous section, these requirements provide the necessary detail for prospective vendors to fully understand the organization’s specific needs and how the proposed solution will function within the existing technology landscape.

Meeting these requirements is critical to ensuring the platform acts as a core enabler for digital fundraising, improves donor experience, streamlines processes, and supports future growth as outlined in the project objectives.

What’s in Scope? (Core Functional Areas)

The platform must support a full suite of core functionalities critical to nonprofit digital fundraising:

  • 💸 Online Donation Forms

  • 🔁 Recurring Giving Management

  • 🙋‍♀️ Donor Portal

  • 📧 Email & Text Messaging

  • 📆 Event Registration

  • 👥 Peer-to-Peer Fundraising

  • 🗳️ Lead Generation / Advocacy Forms

  • 💳 Payment Processing

  • 📥 Offline Gift Management

General Platform Expectations

Vendors must ensure the platform delivers on the following foundational expectations:

  • 🧑‍💻 User-Friendly (for both staff and constituents)

  • 📈 Scalable and capable of handling high-volume spikes (e.g. Giving Tuesday)

  • 📱 Mobile-Friendly & Accessible for all users

  • 🔒 Security & Privacy Compliance (e.g., PCI-DSS, GDPR, CCPA)

  • 🛠️ Support & Usability for non-technical admin users
  • 🚀 Innovation & Product Roadmap transparency
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