The organization is seeking a vendor to provide donor impact reporting software tailored to support reporting for both endowed and non-endowed funds. The software solution is expected to streamline the collection of financial data, scholarship and award information, as well as beneficiary narratives.

The chosen platform should automate the creation and delivery of professional, branded donor impact reports. A centralized system for managing fund, donor, and recipient data is required to minimize manual processing and enhance collaboration among finance, advancement services, and donor relations teams. Integration with existing financial and endowment accounting systems, donor CRM data, and beneficiary information is essential for accurate, timely, and audit-ready reporting.

The software must support multiple report delivery methods, offering both print-ready PDFs and digital distribution capabilities. Additionally, the solution should facilitate reporting at scale across various funds and donor segments.