Portfolio

Portfolio™ Software9b

Your donor database is more than a list of names and transactions. It is the source for your organization’s most valuable asset-donor giving histories, the critical success factor for growing fundraising revenue. Amergent’s proprietary software, Portfolio, is an enterprise nonprofit data management solution that puts you in control of annual fundraising planning, cultivating, and reporting. This software solution designed by fundraisers for fundraisers provides the intelligence to grow donor loyalty and increased gifts. Portfolio is a powerful toolset that allows your team to easily focus on building stronger relationships with supporters to donate to your nonprofit mission.

Portfolio Software Capabilities Overview

  • Protects your donor investment and relationships across multiple direct marketing channels
  • Manages personalized cultivation activities for your organization’s most important donors and prospects
  • Guides your fundraising program’s performance with precision
  • Informs your fundraising of negative trends with time for correction
  • Provides specific tools for discovering and capitalizing on new fundraising opportunities
  • Supports you with unparalleled, proactive consultation from fundraisers who understand the performance benefits of Portfolio, and how to mentor you as an individual user

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