Woman Delivering a Donation - Donation and Grant Management for Financial Institutions

Software to Streamline Donation & Grant Management

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No More Time Wasted Getting Requests Approved

As donation, grant, and sponsorship requests come into Kadince from different sources, each request is routed to the proper reviewers based on your preset criteria (e.g., dollar amount, branch location, organization, defined custom field, etc.). Say goodbye to constantly reminding someone to approve a request again or route it in the first place.

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No More Time Wasted Collecting Donation & Sponsorship Details

With Kadince, you can customize fields and forms to collect the data you need. Now you can get all the information the first time around. You can even build and update these fields and forms without your IT department. Requests are geocoded within the Kadince system so you can see exactly where in the community your bank is having an impact and plan for your next CRA exam.

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Tracking Down Giving History with Kadince Software play icon
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No More Time Wasted Tracking Down Giving History

Because all request data is stored in Kadince, you can easily view any organization’s giving history. This history includes past donations/sponsorships/grants, employee involvement, impact purpose, location, and more. Now you can make quick decisions when faced with a new request. And since Kadince integrates with Charity Check (powered by Candid), you can search and store each nonprofit's report in Kadince.

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No More Time Wasted Creating and Sending Tasks

Processing donation, sponsorship, and grant requests involve many departments and tasks. Kadince can automatically create and send follow-up tasks, including notifications to accounts payable to process payments, or to the marketing team to create advertising assets. Is your institution required to comply with the Community Reinvestment Act (CRA)? Kadince even sends tasks to your CRA officer to review requests for CRA eligibility.

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Other Time-Saving Features

Pre Built Donation and Grant Management Reports - Reports Icon
Pre-built Reports

When you log into Kadince, you see all pending, approved, and declined requests. This information helps you know where you're at relative to your goals.

Automated Donation and Grant Management Notifications - Paper Airplane Icon
Automated Notifications

Kadince sends task reminders to approvers, accounting, or anyone else involved in the giving process. You no longer have to be the "nag."

Centralized Donation and Grant Management Data - Centralized Icon
Centralized Data

All your community involvement data is organized in one system. This information includes organizations helped, hours served, events completed, and donations given. You can see a complete history of what your institution is doing for your community.

Comprehensive Donation and Grant Management Activity Log - Checkmark Icon
Comprehensive Activity Log

Entering data into Kadince or editing the data already in Kadince is tracked in an activity log. This history helps ensure the integrity of your information.

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Workflow Rules

You can create rules in Kadince to pre-fill data, assign tasks, and send notifications. Build a workflow for tasks you repeat daily, and get more of your time back.

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CRA Exam Ready

Is your institution required to comply with the Community Reinvestment Act (CRA)? Store all the data needed for your next CRA exam in one location, so you're always exam ready. Learn more about our CRA/Community Development solutions.

Customizable Smart Forms
Customizable Smart Forms

Use custom fields and dependency logic to create smart forms for a better user experience. Show form questions based on answers to previous questions, or qualify requests to reduce the amount of review needed. Have a unique name for something? No problem. Use custom fields to capture the data you need.

Import/Export
Import/Export

Easily import historical data and use Kadince to visualize where you’ve made an impact and where to focus your efforts in the future. Need to export your data? We’ve got you covered there too.

Goals
Goals

Set goals for donations, sponsorships, service hours, budgets, and more. Let Kadince keep track of how you’re doing.

API
API

Integrate Kadince with the tools you use every day to reduce steps and save time.

Charity Check
Charity Check powered by Candid

Finding nonprofit data and double-checking a nonprofit's status has never been easier with Kadince's Charity Check integration. Insert any nonprofit's tax ID and receive a report you can store and update in Kadince. 


With Kadince, you spend less time managing donations, sponsorships, and grants. And, you have more time to make a greater impact in your community.

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Building Software to Streamline Donation & Grant Management Since 2014

As former bankers, we know how time-consuming it is to manage donation, grant, and sponsorship requests. We set out to build software to help streamline donation and grant management at financial institutions.

See how hundreds of financial institutions are using Kadince to streamline donation and grant management make a greater impact in their communities.

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Lisa Morris at Hudson Valley Credit Union - Kadince Customer Testimonial play icon
Hudson Valley Credit Union

Lisa Morris | Assistant VP, PR & Corporate Communications

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Brandi Dunn at TBK Bank - Kadince Customer Testimonial play icon
TBK Bank

Brandi Dunn | Philanthropy Specialist

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Adam Steinbeck at Albany Bank and Trust Company - Kadince Customer Testimonial play icon
Albany Bank and Trust Company

Adam Steinbeck | Senior Vice President Commercial Services

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Christine Brown at Central Bank & Trust Co. - Kadince Customer Testimonial play icon
Central Bank & Trust Co.

Christine Brown | Communications Specialist

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Krista Putnam at Katahdin Trust Company - Kadince Customer Testimonial play icon
Katahdin Trust Company

Krista Putnam | Senior Vice President, Marketing

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Betsy Roush at Univest Bank and Trust - Kadince Customer Testimonial play icon
Univest Bank and Trust

Betsy Roush | Community Relations Manager

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Dawn Romlow at First Interstate Bank - Kadince Customer Testimonial play icon
First Interstate Bank

Dawn Ramlow | CRA / Community Relations

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Amanda Elliott at Arrow Financial Corp. - Kadince Customer Testimonial play icon
Arrow Financial Corp.

Amanda Elliott | Marketing Coordinator

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Danielle Remus at NebraskaLand National Bank - Kadince Customer Testimonial play icon
NebraskaLand National Bank

Danielle Remus | Marketing Director

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 Large Bank - Kadince Customer Testimonial play icon
Large Bank

| Public Relations Marketing Specialist

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Navigant Credit Union

Kelley Schimmel | Events Manager

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Fox Communities Credit Union

Heather Wessley | Community Engagement Manager

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Visions Credit Union

Timothy Strong | Community Development Manager

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Northfield Savings Bank

Mark Mast | Marketing Director

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First Seacoast Bank

Sarah Frase | Marketing Specialist

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Forward Bank

Sierra Jones | Marketing Assistant

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Frandsen Bank & Trust

Becky Turnquist | CRA Officer

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Pioneer Federal Credit Union

Amber Cobos

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Community Impact by Kadince Customers

Organization Helped by Financial Institutions - Buildings Icon

362,668

organizations helped

Hours Serviced by Financial Institution Employees - Clock Icon

5,851,315

hours served

Donations and Grants Requested from Financial Institutions - Money Icon

$1,506,747,608

in donations/grants requested

Employees Volunteered from Financial Institutions - Heart in Hand Icon

119,538

employees volunteered

How to Start Streamlining Your

Donation & Grant Management

Step 1 - Schedule a Personalized Demo of Kadince - Number 1 Icon

Schedule a Personalized Demo

for yourself and others at your institution

Step 2 - Get Quick Approval of Kadince - Number 2 Icon

Get Quick Approval

with our proven vendor management process

Step 3 - Implement Kadince - Number 3 Icon

Implement Kadince

with the help of your Kadince customer success manager

Get Started, Schedule a Demo
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How much does Kadince cost?

We believe software pricing should grow with the financial institution. For that reason, we’ll tailor Kadince pricing to the size, needs, and growth plans of your institution.

When you’re ready, we’ll email you a custom proposal in two Kadince business hours.

I'm Ready For a Proposal
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Schedule a Demo with Morgan

Morgan Talbot Photo - Kadince Sales Team Member

Get a Proposal from Morgan

Thanks for your interest in Kadince software. I’ll email you a proposal within two (2) Kadince business hours (sometime before ).