fundly master deck

1Fundly Confidential


Revolutionizing Social Impact


Market Inefficiencies

SILOED OUT-DATED EXPENSIVE

▪ Highly fragmented market with comprised of mostly pure-play providers

▪ Market leaders have filled their portfolio through non-integrated acquisition

▪ Many non-profit software providers offer technology that is 5-10 years old

▪ Most non-profit CRM providers are now online but few are truly cloud-based

▪ Market leaders charge hundreds of thousands of dollars or more on annual contracts

▪ No integrated solutions for smaller nonprofits with tighter budgets


Platform And Products

• Crowdfunding for Individuals

• Deep integration with social media

• Exchange custom t-shirts for donations

• Peer-to-Peer and Event Fundraising for Any Sized Organization

• Innovative volunteer management

• Includes integration with Volunteer Action Centers

• Integrated CRM with unmatched flexibility

• Includes integrated event and membership management


Programs And Strategic Partnerships

• Specially designed for college students

• Promoted by Fundly College Ambassadors from major universities across the U.S.

• The worldwide leader in fundraising for partner agencies and nonprofits

• Fully integrated direct mail, appeals and dynamic ask arrays

• The world’s largest organization dedicated to volunteer service

• Fully integrated with Fundly Connect

• Specially designed for Giving Days

• A single centrally-managed platform with team pages to empower supporters


Market Coverage

Crowdfunding

Peer-To-Peer Fundraising CRM

Volunteer Management

INDIVIDUALS ORGANIZATIONS


Value Proposition

INTEGRATED

EASY-TO-USE

CUSTOMIZABLE

▪ One platform to manage fundraisers, donors, event registrants, members, and volunteers

▪ Data from all products archived into Fundly CRM

▪ Clean user interface, intuitive product tutorials, and world-class support

▪ Purely cloud-based platform for simple implementation

▪ Modular design allows features to be turned on and off with ease

▪ Custom branding with full white label solutions available


INTEGRATED

CRM

Crowdfunding

Peer-To-Peer

Fundraising

Volunteer Manageme

nt

Event Registratio

n

Membership

Management

Direct Mail


EASY-TO-USE

Clean, Simple User

Interface

Purely Cloud-Based

Platform

Intuitive Tutorials & World-Class

Support

▪ Simple out-of-the-box design

▪ Hit the ground running from day one

▪ Seamless implementation▪ Always up-to-date▪ Newest features available

in real-time

▪ In-product guides to explain the user interface

▪ Industry-leading support team ready to help


CUSTOMIZABLE

Custom Branding

Modular Design

Extensive Reporting

▪ Fully customize the look, feel, and branding of the pages you create

▪ Complete white label options available with Fundly Enterprise

▪ Easily turn on and off features

▪ Maintain full control of the user experience

▪ Only purchase what you need to stay within budget

▪ You own all of the data with flexible export options

▪ Run extensive analytics to develop critical insights

▪ Custom reporting available for Enterprise


Fundly for NonProfits


Value Proposition- Organizations

INTEGRATED

COMPREHENSIVE

FLEXIBLE

▪ One platform to manage fundraisers, donors, event registrants, members, and volunteers

▪ Data from all products archived into Fundly CRM

▪ End-to-end solution includes crowdfunding, peer-to-peer, CRM, volunteer management, event registration, and membership

▪ Modular design gives you full control of the interface

▪ Simple enough for small organizations, but rigorous and customizable enough for the largest enterprises


An industry-leading CRM solution by which organizations of all sizes can optimize engagement

with their constituents.

Constituent Relationship Management


Optimize engagement with constituents and eliminate redundancy through integrated fundraising, donor management, event registration, grants management, direct mail, online donation portals

Unique modular design keeps organizations in control of features and affordability

With most subscription levels, modules and add-ons can be activated at any time depending on the needs of the organization


Contact ManagementClean, intuitive user interface

Easily add custom data sets to track information unique to an organization


Donor CommunicationDonor outreach, including appeals and acknowledgments, has never been easierCustomize letters and labels, manage and edit templates

Include custom ask arrays based on a donors giving history


Membership ManagementCreate and offer different membership levelsSell memberships online through website pages linked to the Fundly CRM

Include membership benefit such as t-shirts or mugs


Events Management

Track event expenses and determine net revenue at a glance

Create waitlist and enable auto-response messages to waitlist supporters


Fundraising PagesTakes the complexity out of online fundraising.Fast and easy set-up with Pages module that can be activated or deactivated at any time

Information feeds into the FundlyCRM database – eliminating manual or duplicate entry


Fundraising Pages

Customize donation levels based on donor history

Match the look and feel of an organization’s website


DashboardQuickly view critical information, such as total and active contacts, donations received and frequency, top performing programs and major donors.


An innovative volunteer management solution that can power any organization’s volunteer

network.

Volunteer Management


Fundly Connect

• Innovative volunteer management

• Includes integration with Volunteer Action Centers


Public-facing page branded with an organization’s logo and colors

Easy-to-locate search box allows volunteers to quickly search site for opportunities across agencies


Opportunity Calendar gives a quick view of all scheduled opportunities, including those already filled

Include Donate link so Supporters can consider a donation while searching for volunteer opportunities


Volunteers can get additional information or apply for opportunities directly through the site!


Back-end system makes it easy to add and manage volunteer opportunities, customize forms, and schedule orientation and training

Assign coordinators

Determine application approval

Designate program type and available positions

Schedule recurring opportunities


Whether it’s one or an army of thousands, simplify communication to volunteers through text messages or newsletters.

Manage newsletter templates


The leading crowdfunding platform for social impact that empowers organizations to raise money and

awareness for the causes, communities, and events that are important to them.

Peer-to-Peer


Fundly Pro



Fully Customized and Visually Appealing• Each

campaign page is beautifully optimized for rich visual and multi-media content

• Customize the look-and-feel with your own background, brand, logo, and colors


Social From The Ground Up

• Deep partnership with Facebook

• Shows Friends before others where you see avatars

• Strong call-to-action for Donation

• Supports Media Gallery• Supports YouTube & Vimeo

Videos• Defined Goals and End

Dates• Prominent Sharing tools• Location-aware


Instagram/Twitter # Feed• Create an Instagram or

Twitter # associated with your campaign

• Promote your # to your network of donors and supporters

• Watch recent Instagram and Twitter posts appear on your campaign page via the # Feed

• Proven to spread the word about your campaign to the masses


Rich Descriptions• Media-friendly

descriptions with rich images

• Campaign Wall shows comments from donors and supporters

• Integrated with popular Social Networks to spread awareness for the campaign


Giving Levels• Customize Giving

Levels to help define what the money will be used for

• Create multiple sub-campaigns (Personal or Team Fundraisers)

• Highlight key Fundraisers and Teams

• Top Donors list


Commerce

• Exchange t-shirts and other “perks” for donations with our new commerce feature

• Submit a design through the tool and Fundly will automatically print and ship the items to your donors

• Proven to increase donations

• The cost to produce the items is deducted from the donation amount


• Communicate regularly with donors by providing updates on your Blog

• Donation Map shows you where donations are made in real-time

Blog and Donation Map


Blog Updates• Share, Share, Share!

Your supporters will appreciate knowing what’s going on with your campaign

• Connect to your favorite social networks (Facebook, Twitter, Instragram, LinkedIn, Tumblr) and post to all of them at once!

• Add custom images • Post directly from your

iPhone or iPad!


Teams• Have a group of

Supporters who want to band together and help your campaign out?

• Create Teams!• Personal fundraisers can

also be tracked at a group level

• Supports Team Captains who, along with Admins, have access to control the page

• All funds roll up to the main campaign page


Events

• Event registration platform fully integrated into fundraising platform

• All the features you expect from event registration including registration levels, location, sponsors, and waivers

• Event registration fee can be included or excluded from donation amount

• Alternatively, Fundly is also fully integrated with Eventbrite


Peer-to-Peer

The white label peer-to-peer fundraising platform that can be customized to deliver

enterprise-level solutions.


Fundly Enterprise


fundly master deck

Software