As the result of multi-year, institution-wide fundraising campaigns, campuses are seeing a dramatic rise in donor interest to make major gifts. This means institutions need to prepare for an increasing volume of gift agreement documents. OnBase provides a central repository to process agreements while seamlessly integrating with fundraising software systems.

The Gift Agreement concept has an initial form that captures required information from the gift agreement and submits it to the gift agreement preparation team. The new agreement is automatically routed via workflow to gift agreement officers, who no longer have to spend time tracking down missing information regarding donors’ gift intentions and plans. With OnBase, key officers throughout the institution – including legal, academic and administrative leadership – easily ensure that agreements are presentation ready for donors’ final approval. Contracts are also automatically stored in the donor record, keeping the donor history up-to-date.

• Administration Panel to configure process flows based on the type of agreement.
• Allow different teams to be in charge of specific types of agreements.
• Automated notifications to assigned contacts for status changes.
• Approval management
• Agreement Reporting
• Maintain Donor Records
• Task management

• Provides a comprehensive view of all agreement requests in a process
• Automates process workflows with notifications that remind staff of upcoming delivery dates
• Ensures that all information surrounding a gift can be accessed only by those who are authorized to see it

Walkthrough Video

Configuration and Administration