Donor Cultivation & Management
Julep’s donor cultivation suite elevates your development strategies for both grassroots and major giving. With features designed for every level of fundraising, Julep helps your organization identify where to focus your efforts for the best ROI.
Moves Management
From discovery and cultivation, Julep guides fundraising staff through the complete giving cycle until the process is completed with a major gift. Moves Management helps you keep track of the last time and way you contacted a prospective donor, upcoming deadlines, the most recent contribution, and any other tasks associated with the donor.
Comprehensive Donor Profiles
Get a 360-degree view of prospects, donors, and organizations at-a-glance. Quickly pull up their giving history, contact information, relationships, pledges, event attendance, and more. Julep profiles gives nonprofit organizations the tools they need to review their connection to a constituent and create a personalized outreach plan to cultivate that relationship.
Gift Officer Tracking & Portfolios
Quickly access donors and records assigned to each Gift Officer from the main dashboard. Each officer can see total records assigned, how much they raised fiscal-year-to-date, open moves and tasks, upcoming and past events, items that need attention, and number of donors retained.
Easily Manage Individual Donor Data
Tracking the unique actions of donors enables you to identify individual-level transactions between the organization and constituents, such as tabulating monthly volunteer hours or the number of board meetings held each year.
Robust & Flexible Constituent Coding Options
Customizable Attribute codes enable organizations to better understand who their donors are and build accurate fundraising personas for them. Flexible Flags and Keywords segment lists of records for direct mail and email marketing. Editable Event RSVPs, Life Cycle Plans, and other customizable fields allow users to tailor the database to fit their unique needs.
Discover How Julep Can Help You.
Contact us to set up a personalized tour of the fresh CRM for nonprofits.