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

Software to Streamline Donation & Grant Management ™

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Approval request process in Kadince software

No More Time Wasted Getting Requests Approved

As donations, grants, and sponsorships come into Kadince from employees, community members, or an import, each request is routed to the proper approvers based on your preset criteria (e.g., dollar amount, branch location, organization, etc.).

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Collecting Data Through Forms with Kadince Software

No More Time Wasted Collecting Data

You can configure forms in Kadince to collect the data needed to process giving requests. You can build forms for donation, sponsorship, grant, or in-kind requests, for example. These forms help you receive the data you need upon request, so you don't have to go back for more information. You can build these forms without help from your IT department.

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Tracking Down Giving History with Kadince Software

No More Time Wasted Tracking Down Giving History

As approvers are reviewing requests, Kadince shows them a giving history. This history includes past donations, sponsorships, grants, and employee involvement. Approvers can also see if the organization making the request is a customer. This history helps ensure you're making educated giving decisions. And since Kadince integrates with Charity Check (powered by Candid), you can search and store each nonprofit's report in Kadince, which will help your institution stick to its goals and work with the nonprofits you want.

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Create and Send Tasks with Kadince Software

No More Time Wasted Creating and Sending Tasks

There are many tasks associated with processing donation, sponsorship, and grant requests. Kadince creates and sends payment processing or delivery tasks, for example. Is your institution required to comply with the Community Reinvestment Act (CRA)? Kadince sends tasks to your CRA officer to review requests for CRA eligibility.

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Other Time-Saving Features

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 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 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 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.

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.

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

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

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

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

API

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

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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Get Proposal

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

Brandi Dunn at TBK Bank - Kadince Customer Testimonial

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

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

Krista Putnam at Katahdin Trust Company - Kadince Customer Testimonial

Betsy Roush at Univest Bank and Trust - Kadince Customer Testimonial

Dawn Romlow at First Interstate Bank - Kadince Customer Testimonial

Amanda Elliott at Arrow Financial Corp. - Kadince Customer Testimonial

Danielle Remus at NebraskaLand National Bank - Kadince Customer Testimonial

Large Bank - Kadince Customer Testimonial

Heather Wessley - Fox Communities Credit Union

Becky Turnquist at Frandsen Bank & Trust—Kadince Selfie Testimonial

Community Impact by Kadince Customers

362,668

organizations helped

5,851,315

hours served

$1,506,747,608

in donations/grants requested

119,538

employees volunteered

How to Start Streamlining Your

Donation & Grant Management

Schedule a Personalized Demo

for yourself and others at your institution

Get Quick Approval

with our proven vendor management process

Implement Kadince

with the help of your Kadince customer success manager

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Kadince Pricing Proposal - Kadince Koala Illustration

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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Get a Proposal from Brandon

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