Use this section to clarify how your organization will evaluate vendor proposals and choose the right digital giving platform partner. A strong evaluation process ensures you select a solution that not only meets your technical needs but also aligns with your long-term fundraising goals and operational realities.
Your evaluation should be comprehensive—looking at both the capabilities of the platform and the quality of the vendor partnership. Consider how well each proposal aligns with your functional and technical requirements, especially when it comes to CRM integration (e.g., Salesforce), donor experience, reporting tools, and pricing transparency. You should also assess overall value, not just cost.
Beyond features, look at each vendor’s nonprofit experience, track record with similar organizations, and support infrastructure. Ask whether their team is equipped to provide the level of service, training, and responsiveness your staff will need. Cultural fit, financial stability, and a clear product roadmap are all important indicators of a good long-term partner.
To make your selection process more objective and transparent, apply weighted scoring across your most important criteria. Give extra weight to “must-have” functionality and mission-critical features identified earlier in your RFP. Your goal is to identify the partner who can enable your organization to fundraise more effectively, deliver a better donor experience, streamline operations, and scale with you into the future.