Software to Streamline

Donations & Sponsorships

Collecting, approving, and tracking donations and sponsorships can be time-consuming. Spreadsheets and emails aren’t enough, and chasing down details is frustrating. Luckily, there’s a better way.

 Business meeting with various people

Receive all requests through online application forms

  • Create online forms to collect key details like organization type, mission statement, and requested amount.

  • Collect attachments like tax forms, cover letters, and invoices.

  • Share forms via your website, intranet, or email to funnel all requests into one channel.

  • Review and process applications in one centralized location.

Use workflows to automatically route requests to the proper approvers

  • Track and manage all requests in one place—no more retyping into spreadsheets.

  • Automatically route requests to approvers based on criteria like market, amount, or organization type.

  • Send reminders to approvers with automated emails.

  • Keep a complete audit trail of approvals and comments.

Collaborate effortlessly with other departments to improve efficiency

  • Automatically assign tasks to Marketing for sponsorship materials like banners or social posts.

  • Route approved donations to CRA Officers for review and qualification.

  • Send approved requests to Accounts Payable via email or integrations for quick payment processing.

Build real-time impact reports that highlight your community contributions

  • Track past giving to make informed decisions.

  • Measure contributions by impact categories, regions, population groups, and more.

  • Generate ready-to-go reports for board meetings or CRA exams.

  • Create visual charts that update in real-time and share them internally or publicly.

Designed for Your Success

Everything you need to succeed, so you can focus on what matters most.

Unlimited users
Unlimited data storage & retention
Ongoing customer support
Easy import/export
Self-service custom fields
Robust API
Enterprise-grade security
Cloud-based access
Trusted by Financial Institutions Across the Nation

Ready to Better Manage Your Donations & Sponsorships?

Choosing new software is a big decision, but Kadince makes it simple. Intuitive, user-friendly, and built to streamline your processes, Kadince is the smart choice for your institution.

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