DonorSearch identifies prospects in your database with the capacity and intent to give.
Missed the live session? Watch our on-demand webinars anytime to get guidance from industry experts.
DonorSearch identifies prospects in your database with the capacity and intent to give.
Missed the live session? Watch our on-demand webinars anytime to get guidance from industry experts.
Impact removes the time-consuming steps behind donor reporting, helping your team create accurate, personalized updates at scale.
Impact simplifies the reporting process so donor relations teams can produce accurate, personalized updates without manual steps.
Use a consistent, branded format designed for stewardship—clear, readable, and easy for donors to understand.
Create reports for one donor, a group, or an entire portfolio without rebuilding content each time.
Share clear, thoughtful updates that help donors see the impact of their support.
Show donors how their support is making a difference with clear stories about purpose, recipients, and outcomes.
Build on-brand donor reports within a fully connected workflow. Configurable pages link directly to constituent and recipient data, keeping everything in sync and eliminating duplicate work.
Generate print-ready PDFs that are easy to share by mail or deliver digitally through ThankView ODDER.
Explore stories from teams who are engaging more donors, showing more impact, and growing generosity with ease.
CSU Chico transformed donor reporting using Balance and Impact by EverTrue, turning a month-long, manual process into a streamlined, story-driven experience. Reports that once took four weeks to assemble are now completed in half the time, with branded design, visualized data, and personalized storytelling that donors actually enjoy reading. Integration with endowment accounting eliminated errors, reduced staff burden, and freed the team to focus on stewardship. The result is higher donor trust, positive feedback, and even increased giving tied to student thank-you follow-ups, proving that clear, compelling reporting strengthens relationships and results.
Here are some of Impact’s most useful tools for building personalized, print-ready donor updates, quickly and consistently.
Select which pages to include in a consistent, institution-branded report.
Consolidates fund, awardee, and donor information in one place.
Training, documentation, and responsive help from the Impact team.
Send Impact-generated PDFs using ThankView — EverTrue’s platform for personalized donor outreach.
Integrations ensure your team has accurate information and smooth workflows
across every system.
Balance centralizes accurate fund information, and Impact uses that data to build donor-ready reports instantly—eliminating delays, confusion, and manual work for both teams.
Impact is donor stewardship software that creates personalized, print-ready PDF reports using your institution’s fund, donor, and awardee data. It centralizes the information your office already manages and applies it to branded templates, so your team can produce accurate, professional donor reports without spreadsheets or manual formatting in a fraction of the time.
No. Impact can be purchased on its own or paired with Balance. When used together, fund financial information flows into Impact automatically. Institutions not using Balance can still generate reports by importing fund, donor, and awardee data through supported files.
Impact supports fund information, donor records, CRM fields, scholarship and awardee details, and other stewardship content your institution wants to include.
Yes. Impact supports custom branding, including colors, fonts, logos, layouts, photos, and narrative content, so each stewardship report reflects your institution’s identity.
Impact supports unlimited users with role-based permissions, so teams across donor relations, development, communications, and finance can collaborate easily.
Yes. Impact is hosted in an SSAE-18/SOC-1 audited environment with encrypted sessions, isolated databases, and multi-factor authentication to protect donor and financial information.
Impact supports data imports from widely used donor databases and CRM systems. Institutions can also upload data files, making the platform flexible across different environments.
Impact generates print-ready PDF reports. Institutions using EverTrue’s ThankView platform can choose to deliver reports digitally.
Impact is optimized for desktop and laptop use, which provides the best experience for creating and managing donor reports.
Impact can produce endowment reports, scholarship reports, fund summaries, donor impact packets, and multi-donor reports
Yes. Impact allows teams to generate hundreds or thousands of personalized PDF reports in batches, helping institutions manage large stewardship cycles efficiently.
Yes. Impact includes training, documentation, and ongoing support to ensure your team can generate donor reports confidently and efficiently.
Get a walkthrough of how Impact helps your team create accurate, branded donor reports without spreadsheets or manual work.
