The scope of work for this project encompasses the design, development, and implementation of a comprehensive digital giving platform to address current challenges and support organizational objectives. The following core functional areas define the key capabilities the selected vendor will be responsible for delivering:
💸 Online Donation Forms
The project includes the implementation of modern, intuitive donation forms that are mobile-first, fully branded, and easy to manage without developer support.
- One-time, recurring, tribute, corporate, and symbolic/tangible giving
- Support for credit/debit, ACH, and digital wallets
- Flexible, dynamic ask arrays
- Tribute gift handling
- Embeddable, modal, and hosted implementations
- UTM/source tracking and GA4/GTM integration
🔁 Recurring Giving Management
The platform must robustly support recurring donation plans and optimization strategies that reduce churn and boost long-term giving.
- Monthly, annual, quarterly, or custom schedules
- Donor-selected billing dates
- Automated reminders (card expiring, failed payments)
- Post-donation upsell prompts
- Seamless migration of existing recurring gifts and payment tokens
🧑💻 Donor Portal
The donor portal must allow secure self-service access and be deeply integrated with the CRM for real-time accuracy.
- Donor login and profile access
- Manage recurring plans and payment methods
- View complete giving history (including offline)
- Download tax receipts
- Edit contact info and communication preferences
- Admin-customizable branding and layout
📬 Email & Text Messaging
Marketing automation should include powerful tools for personalized email and SMS engagement, driven by real-time CRM data.
- Multi-channel support (email, SMS, optionally mail/in-platform)
- Segmentation and personalization with CRM triggers
- Transactional, broadcast, and conversational (2-way SMS) messages
- Template library and drag-and-drop builder
- SMS compliance and opt-in/out controls
- Logging of comms back to the CRM
📆 Event Registration
Vendors must provide or integrate with event registration tools that are flexible and donor-friendly.
- Native capabilities or robust integrations
- Support for ticketing, form fields, and branding
👥 Peer-to-Peer Fundraising
The system should allow the creation and management of branded P2P fundraising campaigns at scale.
- Admin setup of project/team/individual pages
- Ministry-specific branding and visuals
- Progress tracking and donor crediting
🗳️ Lead Generation / Advocacy Forms
The platform must support flexible, branded forms for capturing leads and advocacy actions.
- Embeddable or hosted form types
- CRM integration and tracking
- Optional automations or follow-up workflows
💳 Payment Processing
The system must ensure secure, flexible payment processing with nonprofit-friendly options.
- Credit/debit, ACH, and digital wallets (PayPal, ApplePay, GooglePay)
- BYO processor or use integrated processor
- PCI-DSS compliant with secure tokenization
- Multi-currency support
- Nonprofit retains payment token ownership
📨 Offline Gift Management
Support for recording and managing offline gifts is essential for unified reporting and donor engagement.
- Manual entry or bulk import (CSV/API)
- Staff attribution of offline gifts to P2P campaigns
- Full visibility within donor history in CRM
