All-in-One Platform, Streamlined and Simplified
With Virtuous, Morgan Autism Center can keep all of their donor data within one system, making it easy to access, analyze, and use. “Just to be able to have all of that stored in one place has been really great. All the records are there and it’s made accessing our donor information so much easier,” says Lisa. “The transition to Virtuous has been a lifesaver.”
Now, donor data, giving, email, events, and major giving are all contained within one system. “Everything’s under one umbrella, which really helps us streamline, especially for email campaigns, which are so crucial right now during COVID,” Lisa says. Tracking donor data is simpler, allowing the small team at Morgan Autism Center to off-load back office tasks onto Virtuous.
More than just a CRM, Virtuous allows the team at Morgan Autism Center to capture data more easily and communicate more efficiently. They added a call-to-action to sign up for their mailing list to their website, which pulls data directly into Virtuous. “Having that information go right into our database has been really helpful,” says Lisa. “We’ve had several supporters access that feature, whereas before we didn’t have that option.”
“We use Virtuous for many tasks – from sending communications to supporters, staff and Morgan Autism Center families, to tracking donor information,” Lisa says.
Personalized Communications Create Better Donor Experiences
With a complete view of donor data in Virtuous, Morgan Autism Center can now send personalized communications. “During last year’s Giving Tuesday campaign, we were able to identify the people who had supported Giving Tuesday the year before. We were then able to send a personalized email versus the generic one that went out to non-donors. Being able to really tease out that information has been helpful,” says Lisa.
This kind of personalization is important, because the majority of Morgan Autism Center’s donors are connected to the school in some way. They’re not just donors, they’re also parents, relatives, and friends of alumni. With that kind of personal connection, an impersonal approach from a nonprofit could be damaging.
Lisa can see the potential of greater donor insights and personalization as she continues to build Morgan Autism Center’s major giving program. An efficient system for tracking donor interactions over time and across activities is crucial for moves management and one-on-one relationships. “We really wanted a system that could house all of our donor information in one place and a system that could allow us to create customizable communication plans for our supporters. Virtuous has all of that functionality.”
Instead of juggling multiple systems and missing data between platforms, now Lisa can focus on growing fundraising. “Virtuous is a great platform that allows you to record donor information, customize communication, and develop individualized approaches for supporter engagement.”