Amergent Division

Easy, powerful donor reporting

The donor management solution that helps you cultivate giving and loyalty.

Portfolio^TM CRM exceeds all your current constituent relationship management needs. Plus, it’s a platform that grows with you to meet new challenges and opportunities.

• Comprehensive: Stop the CRM shuffle: store your direct marketing, grants, volunteer, major gift, event, foundation, and planned giving all in one place.

• Integrated: We’ll work with your accounting system, your caging, and other systems you need to integrate. Plus, we play well with Moore solutions like SimioCloud.

• Supported: We view every nonprofit CRM user as a relationship. There’s support when you need it and no toll for every time you want to get your data.

Learn Moore

Understand Your New Donors.

Project the long-term value of a donor at point of acquisition.

Amergent’s Intelligent Acquisition provides evidence-based donor-focused strategic direction.

We’ll grow your net income by:

• Telling you which lists, first gifts, and donors will give you the most net income over multiple income streams.

• Acquiring more high-dollar, loyal donors who will renew year after year

• Providing more future mid and major donors.

• Projecting how many quality new donors you need now and for the long term

How does it work?

1. We look at your previous results and donors to see how each performed

2. We create models that grade each campaign, list, model, package, channel, and donor based on how they project to perform

3. Our Giving Evaluation Model tool allows you to optimize your communication streams and elevate the right new donors to monthly or mid-/major giving

4. We provide monthly updates on the latest data

Learn Moore

Tap into the fastest-growing part of philanthropy

Reach donors with donor-advised fund strategy and modeling

DAFs have over $150 billion in management with ever-growing disbursements. But it can be tough to know where to start.

Amergent’s Donor Advised Funds Services can help.

We can improve your DAF revenue by:

• Increasing your knowledge of your DAF donors, including their capacity to give and their giving patterns across organizations.

• Inspire additional DAF giving from those donors you know with strategic approaches to increase average gifts and bring lapsed DAF donors back.

• Find existing donors who have a DAF who haven’t made a DAF gift yet.

All this is possible with:

• Expert creative audits that analyze your current approaches and highlight areas of opportunity.

• Strategic consulting to help you implement multiple proven DAF strategies throughout your organization.

• SimioCloud modeling. We’ll use the latest machine-learning techniques and high-quality first-party data, including demographics, financials, and survey data, to find the donors most likely to have DAFs.

Learn More