Affinaquest, Advancement RM™

The Affinaquest portfolio of products provides you with best-in-breed tools to facilitate your fundraising and engagement efforts. Our decades-long foundation in advancement fundamentals and our data aggregation, cleansing, and enrichment tools combine to give you a platform to build on your fundraising success. Our stable and mature product, Advancement RM™, has been developed by acknowledged pioneers in fundraising software, thus ensuring continuity with established business practices. At the same time, we have leveraged the flexibility and extensibility of Salesforce, the most comprehensive CRM platform. Additionally, our customers now have optional access to our industry-leading data warehouse, as well as award-winning data enrichment and first-in-class matching gift solution. Included:

State-of-the-Art Major Gift Fundraising Tools

• Campaign management (budgets/expenses, campaign trees, KPI dashboards)
• CASE standard constituent engagement tracking
• An array of biographic data that can be easily retrieved
• Industry-leading gift processing and management tools that meet industry standards (IRS, FASB, NACUBO and CASE)
• Mobile app to help on-the-road Development Officers