A New York-based organization is seeking a vendor to provide cloud-based fundraising and donor management software tailored to the needs of nonprofits, schools, and other fundraising entities. The solution must support comprehensive donor and alumni tracking, campaign and appeal management, donation processing, and analysis of fundraising performance. Key features should include both online and offline marketing tools, customizable reporting, and AI-powered insights to help teams optimize revenue generation.

The software should enable users to create, manage, and report on constituent records, including templates for recurring gifts and open-ended pledges, which convert into individual gift transactions. An integrated event module should allow for the management of all aspects of special fundraising events. Tribute management is also required to track gifts made in honor, memory, or celebration of individuals or causes. The solution should include volunteer management tools for efficient coordination and engagement of volunteer workforces.

Additional requirements include a service to screen and enhance existing contact records by adding and verifying phone numbers. A training subscription must be provided, offering step-by-step guidance on all software features and functions. The anticipated contract term for this engagement is three years.