Collecting, approving, and tracking donations/sponsorships can be difficult and time-consuming. Spreadsheets and emails just don’t cut it, and you’re tired of sifting through charitable giving requests and following up with community organizations for more information. Luckily, there’s a better way.
Kadince software makes it easy to collect, approve, and track your institution’s donation, sponsorship, and grant requests. Kadince is an all-in-one, easy-to-use system that makes your donation/sponsorship management process much smoother, no matter how many requests you get each year.
With Kadince, you can…
Create online request forms to collect all the needed details (organization type, mission statement, banking relationship, impact details, amount needed, etc.). You can even make fields required!
Collect needed documents and attachments like tax forms, cover letters, and invoices.
Link these request forms to your public-facing website or internal intranet, or email them directly to organizations. This means all requests are funneled down one channel!
Review applications after they’ve been submitted. Keep track of all relevant details in one place.
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Manage the full lifecycle of donation and sponsorship requests in one place, including tracking all relevant details collected. No more manually retyping data into spreadsheets!
Use if/then logic to route donation and sponsorship requests to needed approvers based on anything you desire (like market, amount, organization type, source, etc.).
Send automatic emails reminding approvers to review the request and provide a response. Let Kadince be the nag, so you don’t have to be.
Keep an audit trail of comments and approvals between stakeholders so you never have to dig through old email threads again.
Assign tasks to the marketing team with automatic workflows whenever a sponsorship request needs banners, social media posts, logos, or other marketing assets.
Send approved donations/grants to the CRA Officer for review and qualification. Believe us, they’ll love you. (And if you are a CRA Officer, check out our CRA software.)
Route approved requests to Accounts Payable for quick payment fulfillment. You can send these requests through email or software integrations.
See what you’ve done in the past with each organization so you can make informed giving decisions
Measure charitable giving across impact pillars, regions/markets, population groups benefited, organization types, and more.
Have ready-to-go reports and dashboards for recurring board and committee meetings. Easily share these reports with stakeholders.
Build the reports you need for your CRA exam, if applicable. These reports can be grouped by assessment areas, hooks/development activities, tract income levels, etc.
Turn these reports into visual charts that show real-time impact. These can be shared among team members or linked to your intranet or public website.
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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Adam Steinbeck | Senior Vice President Commercial Services
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Lisa Morris | Assistant VP, PR & Corporate Communications
Adam Steinbeck | Senior Vice President Commercial Services
Lisa Morris | Assistant VP, PR & Corporate Communications
organizations helped
hours served
in donations/grants requested
employees volunteered
for yourself and others at your institution
with our proven vendor management process
with the help of your Kadince customer success manager
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 four Kadince business hours.
Thanks for your interest in Kadince software. I’ll email you a proposal within four (4) Kadince business hours (sometime before ).
Have any questions? I'm happy to help!