Built for Nonprofit Fundraising Managers

The CRM Fundraising Managers run major-gift moves management in.

Fundraising Managers at $1M to $50M nonprofits carry a portfolio of 50 to 200 major donors with moves management at 8 to 15 touches per donor per cycle, pledge-vs-cash tracking across multi-year commitments, a planned-giving pipeline, and matching-gift chase worth 20 to 40 percent of major-gift revenue. Strkr collapses that into one workspace with native moves management, Products for pledge schedules, DocuSign for pledge agreements, planned-giving custom pipelines, and matching-gift Flows that fire the moment a gift lands.

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Why buyers are here

Nonprofits Fundraising Managers: the daily pains.

The nonprofit Fundraising Manager job sits between the Development Director (who sets strategy) and the actual major-donor relationship. In a $5M to $15M nonprofit the Fundraising Manager carries a personal portfolio of 50 to 200 donors and coordinates another 100 to 500 across other solicitors. The common stack is Raisers Edge NXT or Salesforce NPSP for the donor record, DonorSearch or iWave for wealth screening, a Google Sheet for the active portfolio tracker, FreeWill or Giving Docs for planned-giving pipeline, DoubleTheDonation for matching-gift lookup, and the Fundraising Manager inbox for the actual moves management track. The sections below show how Strkr holds the full 50 to 200 donor portfolio with moves management, pledge-vs-cash tracking, planned-giving pipeline, and matching-gift chase on one workspace with Strkr AI drafting the first-pass donor summary off every visit and call.

Moves management overload

A 200-donor portfolio with 15 touches each is 3000 moves a year.

A Fundraising Manager carrying 200 major donors with 8 to 15 touches per donor per annual cycle runs 1600 to 3000 moves per year. Tracking which donor needs the next lunch, the next program-impact note, the next site visit, or the ask meeting across that volume in a spreadsheet is where most moves management operations break. Strkr renders the full portfolio on one scrollable view with stage, next-move date, days since last touch, and Strkr AI prompt for the next move so the Fundraising Manager works the top 20 moves this week instead of eyeballing 200 donors on a Google Sheet.

Gift-tier qualification drift

I pitched a $50K donor a $5K ask because I missed the capacity signal.

A $5K donor shows 5 years of giving, a $300K home-value signal from wealth screening, a $1M philanthropic affinity signal from DonorSearch, and 3 program impact engagements that quarter. The capacity is major-gift. The Fundraising Manager pitches the $5K renewal because the capacity signals live in 3 systems and never surface on the portfolio dashboard. Strkr pulls wealth screening, giving history, engagement signals, and the Development Director capacity notes to one tile on the donor record with a recommended ask band grounded in the combined signal.

Pledge-vs-cash reconciliation

The $100K pledge is 60 percent paid and I never knew.

A 5-year $500K pledge has year 1 and year 2 paid, year 3 invoiced but 60 days late, year 4 scheduled, and year 5 at risk because the donor had a liquidity event. The Fundraising Manager tracks the pledge in Raisers Edge, finance tracks the cash in QuickBooks, and the pledge-vs-cash view lives on nobody dashboard. Strkr holds pledge schedule on Products with year, scheduled amount, invoiced amount, paid amount, and lapsed-payment flag, so the Fundraising Manager sees the 60-day lapsed year 3 payment in time to run a stewardship touch instead of discovering it at year 4 invoice.

Planned giving pipeline opacity

The 25 donors who signed bequest intentions sit in a filing cabinet.

A planned-giving pipeline (bequest intentions, charitable gift annuities, charitable remainder trusts, retirement plan beneficiary designations) builds over years and matures over decades. In the typical stack, FreeWill or Giving Docs holds the planned-gift intent documents, Raisers Edge holds a free-text note, and the Fundraising Manager inbox holds the actual stewardship relationship. Strkr runs planned-giving as a parallel pipeline on the donor record with intent type, estimated value, stewardship cadence, and family-engagement flag so the pipeline matures with intent instead of discovery at bequest realization.

Matching-gift chase bleed

We leave $40K a year on the table in uncaptured matching gifts.

A $500 base-donor gift from an employee of a 2-to-1 matching company unlocks a $1000 corporate match on employee submission. The nonprofit captures 15 to 25 percent of eligible matching gifts in a typical stack because the chase is manual and the lookup window closes 90 days post-gift. Strkr runs native matching-gift lookup against the donor employer field on every gift with the match-eligibility flag, the specific employer program instructions, and a 3-touch chase cadence that lifts capture rate from 20 percent to above 60 percent.

Donor meeting prep drag

A 30-minute donor lunch takes 25 minutes to prep.

Prepping a major-donor lunch means pulling the giving history from Raisers Edge, the wealth screening from DonorSearch, the last visit note from the Fundraising Manager inbox, the program impact angles from the Program Manager, and the recent appeal response from Mailchimp into one briefing. Strkr renders the donor briefing on one view with the full moves management track, Strkr AI summary of the last visit, recommended ask band, program impact angles for current cultivation, and the matching-gift capture history so the Fundraising Manager walks in with context pre-loaded.

How Strkr fits the Fundraising Manager week

The primitives nonprofit Fundraising Managers actually move donors on.

Strkr for nonprofit Fundraising Managers ships the same CRM the Development Director, Marketing Manager, and ED run, with portfolio management views layered on top. The primitives map to the five jobs a Fundraising Manager repeats every week: review the 50 to 200 donor portfolio moves management state, run the next 20 highest-leverage moves, log the visit or call notes, work the pledge-vs-cash tracker and matching-gift chase, and prep next week moves. When those five jobs happen inside one workspace with the full donor record and capacity data loaded alongside, the Fundraising Manager stops reconciling and starts fundraising.

Portfolio board

50 to 200 major donors on one view.

Column-per-stage portfolio board for Identification, Qualification, Cultivation, Solicitation, Stewardship, and Deep Stewardship, grouped by solicitor, ask band, program affinity, or expected close month. Drag a donor between stages and the Flow runs entry criteria for the required next-move artifact. The Fundraising Manager sees the 50 to 200 donor portfolio on one scrollable view instead of a 500-row Google Sheet.

Next-20 moves surface

The 20 highest-leverage moves this week.

Strkr AI reads the portfolio moves management track against the stewardship cadence policy and surfaces the top 20 moves this week grounded in days-since-last-touch, upcoming ask moment, program-impact trigger, matching-gift reactivation, pledge-payment lapse, and recent engagement signal. The Fundraising Manager works the top 20 instead of eyeballing 200 donors every Monday.

Donor record

One record holds the full relationship.

The donor record pulls in giving history, pledge schedule, moves management track, wealth screening, program interests, household and giving-vehicle links, event attendance, email correspondence, call recordings, visit summaries, and matching-gift capture history. A role-aware sidebar renders portfolio-management fields for the Fundraising Manager and cultivation strategy fields for the Development Director on the same record.

Recommended ask band

Capacity signals combined into one number.

The recommended ask band tile pulls wealth screening (DonorSearch or iWave capacity), giving history (lifetime, last gift, trajectory), engagement signals (recent program interest, event attendance, email engagement), and Development Director capacity notes into one combined recommendation. The Fundraising Manager walks into the ask meeting with a defensible number instead of a gut-feel.

Pledge schedule on Products

Year, scheduled, invoiced, paid, lapsed on one tile.

The Products module carries the pledge schedule on the gift record with year, scheduled amount, invoiced amount, paid amount, and lapsed-payment flag. The Fundraising Manager sees pledge-vs-cash across the full portfolio on a dashboard tile so a 60-day lapsed year 3 payment surfaces in time for a stewardship touch instead of year 4 invoice crisis.

Planned-giving pipeline

Bequests, CGAs, CRTs, and beneficiary designations.

The planned-giving pipeline runs as a parallel pipeline on the donor record with intent type (bequest, charitable gift annuity, charitable remainder trust, retirement plan beneficiary, insurance beneficiary), estimated value, stewardship cadence, and family-engagement flag. The pipeline matures with intent instead of discovery at estate realization.

Matching-gift Flow

Every gift triggers the employer-match lookup.

Every gift triggers a matching-gift lookup against the donor employer field. If the employer matches a corporate matching-gift program, the Flow fires a 3-touch chase cadence (day-1 submission instructions, day-14 reminder, day-45 last-chance) with the specific employer program link. Capture rate lifts from a typical 20 percent to above 60 percent.

DocuSign on pledge agreements

Every pledge over threshold signed and stored.

Draft the pledge agreement from the Products pledge schedule on the donor record, route through DocuSign for the donor and the ED signatures, and the signed PDF returns to the record with the gift auto-bumping to Closed Won. The Fundraising Manager stops chasing PDFs through donor email threads.

Moves management workflow built for Fundraising Managers

The 50 to 200 donor portfolio runs on cadence, not on inbox.

Moves management is the single highest-leverage discipline in major gifts. A Fundraising Manager who runs the 8 to 15 touches per donor on cadence through a 6 to 24 month cultivation arc closes 3 to 5x the gift size of a Fundraising Manager running the same portfolio off an inbox. In the typical stack, moves management discipline is a Google Sheet and a quarterly reckoning. Strkr runs moves management as the core workflow with stage entry criteria, cadence enforcement, next-move surfacing, and Strkr AI visit summary generation so the Fundraising Manager works the top 20 moves this week with the context the previous 20 moves generated.

Stage entry criteria

A donor cannot move stages without the required artifact.

A donor moving from Identification to Qualification needs a wealth-screening pull, a program-affinity tag, and an assigned solicitor. Qualification to Cultivation needs a documented capacity band and an inclination signal. Cultivation to Solicitation needs a confirmed ask amount, a confirmed program designation, and a confirmed ask-meeting date. Strkr enforces entry criteria at the stage transition with inline prompts for the missing field.

Cadence enforcement

Cultivation touches on a 30 to 90 day cycle.

The stewardship cadence policy enforces a touch every 30 to 90 days on each cultivation stage, with the specific cadence set per stage and per capacity band. A $500K ask-band donor on Cultivation stage carries a 45-day touch cadence, a $50K ask-band donor on Cultivation stage carries a 60-day cadence. Donors past cadence threshold surface on the next-20 moves view.

Visit summary generation

Strkr AI drafts the visit summary off the call.

Record the donor visit, call, or site tour (where consent is captured) and Strkr AI drafts the visit summary with cultivation signals, giving capacity updates, program interests, and next-move suggestions extracted. The Fundraising Manager edits the draft in 90 seconds and the moves management track is live. The next-move task pre-fills with the recommendation the visit surfaced.

Solicitation prep

Ask meeting fires the brief and the pledge draft.

Move the donor to Solicitation and the Flow drafts the ask brief with giving history, capacity data, program interests, and recommended ask amount. The pledge agreement template pre-fills from the recommended ask. The Fundraising Manager walks into the ask meeting with the brief printed and the agreement ready to adjust on the fly.

Pledge agreement execution

DocuSign on pledge, signed artifact on the record.

Confirm the ask verbally and the Flow drafts the DocuSign pledge agreement from the Products pledge schedule, routes to the donor for signature, and schedules a 48 hour follow-up task on the record. DocuSign returns the signed agreement, the Flow stores the artifact, flips the gift to Closed Won, pings finance for the year-1 invoice, pings the ED for the hand-written thank-you, and schedules the 48 hour official acknowledgment letter.

Pledge payment Flow

Year 2 through year 5 invoices on dates.

For every pledge line item on the Products module, a Flow fires the invoice nudge 30 days before the scheduled date, the thank-you note 48 hours after payment, and the lapsed-payment nudge 15 days after missed date. The Fundraising Manager catches a lapsed year-3 payment inside 60 days instead of year 4 invoice crisis.

Stewardship cadence

Thank-you, impact note, event invite, annual report.

For every gift above the stewardship threshold, a Flow schedules the hand-written thank-you inside 48 hours, the program impact note inside 90 days, the site visit invite inside 180 days, and the annual report mailing on the fiscal-year calendar. The retention cadence runs on dates approved once and the renewal rate stays above 85 percent on the major-gift portfolio.

Planned-giving stewardship

Legacy society touches on their own cadence.

Planned-giving donors (bequest intentions, CGA holders, CRT grantors) carry a parallel stewardship cadence with legacy society invite, annual family-engagement touch, memorial consideration, and estate-attorney relationship note. The pipeline matures over decades with the stewardship touches recorded against the donor instead of lost at Fundraising Manager transition.

Flows for the Fundraising Manager motion

Automations across cultivation, solicitation, pledge, and matching gifts.

The best nonprofit Fundraising Managers automate the administrative drag between donor touches and spend their hours on the three cultivation conversations where fundraiser judgment matters most. Strkr Flows cover the automations every fundraising team should run as native triggers with no webhook plumbing. The pattern below compounds into a cleaner portfolio moves management state, a faster pledge-agreement cycle, a reliable matching-gift capture rate, and a planned-giving pipeline that actually matures.

Dormant cultivation flag

Donors with no touch past cadence surface weekly.

Weekly Flow checks the moves management track on every active cultivation donor. Donors past the cadence threshold (45 days for $500K ask band, 60 days for $50K ask band, 90 days for $10K ask band) surface on the Fundraising Manager triage view with donor name and last-touch date. The Fundraising Manager re-engages or confirms the prospect is cold instead of letting it rot through two quarterly reviews.

Capacity signal update

Wealth screening refresh triggers portfolio review.

A refresh on wealth screening data (DonorSearch, iWave, WealthEngine) triggers a portfolio review alert on any donor with a capacity-band shift. The Fundraising Manager sees the $5K donor who just surfaced as $500K ask-band capacity and runs the qualification visit instead of pitching the $5K renewal.

Matching-gift chase cadence

Every gift triggers the employer-match lookup.

Every gift triggers a matching-gift lookup against the donor employer field. Match-eligible gifts fire a 3-touch chase cadence (day-1 submission instructions, day-14 reminder, day-45 last-chance) with specific employer program links. Capture rate lifts from a typical 20 percent to above 60 percent and the Fundraising Manager stops the manual chase.

Pledge-payment lapse

Scheduled payment 15 days past due escalates.

For every pledge line item on the Products module, a Flow fires the invoice nudge 30 days before, the thank-you 48 hours after payment, and the lapsed-payment escalation 15 days after missed date. The Fundraising Manager catches the 60-day lapsed year-3 payment in time for a stewardship visit instead of year-4 invoice crisis.

Planned-giving qualification

Donor age plus giving history flags planned-giving prospects.

A monthly Flow surfaces donors with planned-giving qualification signals (age over 65, giving history over 10 years, no spouse or adult children listed, prior legacy society engagement). The Fundraising Manager runs the planned-giving qualification visit with specific framing instead of a generic "have you considered a bequest" ask.

Family-engagement touch

Multi-generational cultivation on legacy society donors.

For legacy society donors with family wealth signals, a quarterly Flow nudges the Fundraising Manager to run a family-engagement touch (adult children, grandchildren where appropriate, next-generation philanthropic interest). The planned-gift realization at estate settlement lands with family relationship intact instead of a hostile heir dispute.

Approval routing on non-standard asks

Restricted designations and multi-year pledges route to ED.

A pledge past a size threshold, a program designation outside the approved list, a payment schedule past 5 years, or a restricted gift with unusual constraints fires a Flow that routes the record for ED or Board Chair approval before DocuSign fires. The leadership never finds a non-standard commitment in a signed pledge after the fact.

Monthly portfolio review

Portfolio metrics due to Development Director by day 5.

A monthly Flow pushes portfolio metrics (active moves count, average days-in-stage, cultivation-to-ask conversion rate, pledge-vs-cash, matching-gift capture rate, planned-giving pipeline value) to the Development Director dashboard by day 5. The weekly 1:1 opens with the metrics instead of a Fundraising Manager-built report.

Head-to-head

Strkr for Fundraising Managers vs the Raisers Edge + DonorSearch + spreadsheet stack.

A typical nonprofit fundraising stack runs Raisers Edge NXT or Salesforce NPSP for the donor record, DonorSearch or iWave for wealth screening, a Google Sheet for the active portfolio tracker, FreeWill or Giving Docs for planned-giving pipeline, DoubleTheDonation for matching-gift lookup, Classy for event registration, and the Fundraising Manager inbox for the actual moves management track. Strkr collapses the Fundraising Manager work into one workspace with native moves management, Products for pledge schedules, DocuSign for pledge agreements, planned-giving custom pipelines, and matching-gift Flows that fire the moment a gift lands.

What matters Strkr Raisers Edge + DonorSearch + spreadsheets
Number of tools Fundraising Manager opens daily 1 (Strkr) 5 to 7 (donor CRM, wealth screener, portfolio sheet, planned-gift tool, match-gift tool, email, drive)
Moves management portfolio board Native board for 50 to 200 donors with stage entry criteria Google Sheet with 500 rows, no cadence enforcement
Next-20 moves surface Strkr AI ranks the top 20 moves against cadence and capacity Monday eyeball across 200 donors in Raisers Edge
Capacity signal combination Wealth, giving history, engagement, Director notes on one tile 3 systems, capacity drift, major-gift donor pitched base-tier ask
Pledge schedule on Products Year, scheduled, invoiced, paid, lapsed on one tile Spreadsheet on Associate laptop, finance invoices wrong amount year 3
Pledge agreement signature DocuSign native with signed artifact on gift record DocuSign bolted on, PDFs scattered across email and drive
Matching-gift capture rate Native lookup Flow with 3-touch chase, 60 percent capture DoubleTheDonation lookup, manual chase, 20 percent capture
Planned-giving pipeline Parallel pipeline with intent type, estimated value, stewardship cadence FreeWill holds docs, Raisers Edge holds a free-text note
Visit summary generation Strkr AI drafts summary in 90 seconds off the recorded call Fundraising Manager types summary from notebook at 7pm
Stewardship cadence Thank-you, impact note, event invite, annual report on Flow Whoever remembers to send the thank-you, retention drops
Pledge-vs-cash reconciliation Live tile on Fundraising Manager dashboard Raisers Edge pledge, QuickBooks cash, no shared view
Monthly portfolio review Monthly Flow pushes metrics to Development Director by day 5 Fundraising Manager rebuilds portfolio report every month

See the CRM Fundraising Managers run moves management out of.

Start a 14 day trial with the full nonprofit fundraising stack enabled: 50 to 200 donor portfolio board with moves management stage enforcement, Strkr AI next-20 moves ranking, Products module for pledge schedules with year-by-year tracking, DocuSign on pledge agreements, native matching-gift chase Flow, planned-giving parallel pipeline, and Strkr AI visit summary generation on every recorded call. Migrate from the Raisers Edge plus DonorSearch plus spreadsheet stack in an afternoon and keep every donor record, pledge schedule, and open move intact. The pricing page lays out the per-seat line in full.

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Common questions

Nonprofits Fundraising Managers buyer FAQ.

Does Strkr work for a Fundraising Manager carrying 50 donors or one carrying 200?

Both. The portfolio board scales from 50 donors to 500 donors on one scrollable view with the same stage entry criteria, cadence enforcement, and next-20 moves surface. A Fundraising Manager at a $3M nonprofit carrying 50 donors runs the same workflow as a Fundraising Manager at a $25M nonprofit carrying 200 donors. The difference is cadence tuning: the $3M portfolio typically carries longer cultivation cycles with deeper per-donor stewardship, while the $25M portfolio carries shorter cycles with higher move volume. Strkr tunes the cadence per capacity band so both patterns run cleanly on the same workspace.

How does the recommended ask band actually combine signals from wealth screening, giving history, and engagement?

The recommended ask band pulls from five input streams. First, wealth screening data from DonorSearch or iWave (capacity rating, major-donor affinity, philanthropic interest areas). Second, giving history (lifetime total, last gift amount, last gift date, giving trajectory). Third, engagement signals (recent program interest, event attendance, email engagement, program site visit history). Fourth, Development Director capacity notes (qualitative read from prior cultivation visits). Fifth, prior ask history on the record (what was asked, what was given, how that aligned). The combined recommendation renders as a specific dollar band with the signal mix shown inline so the Fundraising Manager understands why the recommendation is $75K instead of $25K before walking into the ask meeting.

How does matching-gift chase actually lift capture rate from 20 percent to above 60 percent?

Three Strkr primitives drive the lift. First, native lookup fires on every gift (not just major gifts) against the donor employer field, which gets populated during intake or wealth screening. Second, match-eligible gifts fire a 3-touch chase cadence with the specific employer program link, the submission instructions, and the deadline, so the donor sees exactly what to do without hunting on their employer intranet. Third, the Fundraising Manager sees a matching-gift queue with every eligible donor who has not yet submitted, so the ones that need a personal nudge get one before the 90-day window closes. For a $5M to $15M nonprofit, lifting matching-gift capture from 20 percent to above 60 percent typically unlocks $40K to $150K per year in uncaptured corporate revenue.

How does the planned-giving pipeline mature over 10 to 20 years without donor-record decay?

The planned-giving pipeline runs as a parallel pipeline on the donor record with intent type (bequest, charitable gift annuity, charitable remainder trust, retirement plan beneficiary, insurance beneficiary), estimated value, intent-document location flag (FreeWill, Giving Docs, outside attorney), stewardship cadence, legacy society status, and family-engagement flag. The donor record carries the full relationship across 10 to 20 years with Fundraising Manager transitions as reassignments instead of context resets. Stewardship cadence runs legacy society invites, annual family-engagement touches, memorial considerations, and estate-attorney relationship notes on dates approved once. When bequest realization happens at estate settlement, the family relationship is intact and the realized gift lands with existing family stewardship instead of a cold phone call to adult children.

What does Strkr AI actually draft for a Fundraising Manager?

Strkr AI runs four jobs for the fundraising-manager tier. First, visit summary generation: a structured summary off a recorded donor call or visit with cultivation signals, giving capacity updates, program interests, and next-move suggestions extracted, which the Fundraising Manager edits in 90 seconds instead of typing from a notebook. Second, next-20 moves ranking: a weekly surface of the 20 highest-leverage moves in the portfolio grounded in cadence state, capacity signals, upcoming ask moments, and recent engagement. Third, donor briefing drafts: a pre-meeting briefing for an ask meeting or stewardship visit with the full moves management track summary, program impact angles, and recommended ask band ready for Fundraising Manager edit. Fourth, pledge-agreement cover letter drafts: a cover letter template for the DocuSign pledge agreement grounded in the specific donor relationship, program designation, and family context.

Can the Fundraising Manager configure cadence thresholds and portfolio board stages without a database manager?

Yes, for the fundraising-manager-tier levers. The Fundraising Manager can tune cadence thresholds per capacity band, moves management stage definitions, stage entry criteria, portfolio board filters, next-20 moves ranking weights, matching-gift chase cadence timing, pledge-payment reminder windows, stewardship cadence per gift tier, and planned-giving qualification signal thresholds. Deeper schema changes (new custom objects, API-level integrations with wealth screening vendors or planned-giving tools) still route through a database manager or admin by design, so fundraising configuration stays local to the Fundraising Manager but shared architecture stays coherent across the development team.

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