About this opportunity
AI summarySUNY Old Westbury requests proposals for a cloud-based advancement Constituent Relationship Management (CRM) and fundraising platform. The system must serve as the primary platform for alumni and donor engagement, fundraising operations, gift processing, event management, communications, reporting, and analytics across more than 40,000 constituent records. Contractors will perform all work offsite. Eligible vendors must be based onshore in the United States, and applicants can submit their responses digitally through email or online.
Buyer and opportunity details
- Client
- SUNY Old Westbury
Scope of work
- Manage constituent records for over 40,000 alumni, donors, parents, friends, corporations, foundations, and community partners
- Track fundraising campaigns, annual giving, appeals, donor solicitations, stewardship, grants, major gift opportunities, and gift officer activities
- Process gifts, pledges, recurring gifts, matching gifts, tribute gifts, sponsorships, and other fundraising transactions
- Identify, qualify, manage, and report on prospective donors, including donor research, prospect ratings, cultivation plans, and stewardship actions
- Support major gift and portfolio management activities, including prospect assignment, moves management, and pipeline reporting
- Create, manage, and report on special events, invitations, registration pages, sponsorships, attendance tracking, and seating
- Create constituent communications, email marketing, segmented outreach, acknowledgments, automated workflows, and large-volume email distribution
- Provide standard and customizable reports, dashboards, secure online giving forms, payment processing, and Microsoft 365/API integrations