Fundraising
Accelerate relationship-driven fundraising by organizing your network, staying engaged with donors and prospects, and uncovering warm paths to support.
A fundraising CRM tracks donors and prospects, their giving history, and every conversation your team has had with them. Relationship-led fundraising depends on knowing who on your team or board can open a door, which is what separates a fundraising CRM from a donation database.
Centralize your Donor & Investor Network
Bring structure to your outreach efforts by unifying all supporter and prospect information in one shared workspace.
All Contacts in One Place
Donors, prospects, board members, and volunteers live in one shared database rather than across development staff spreadsheets. Turnover in development teams is high, and the network should not leave with the person.
Unified Interaction Timeline
Every email, meeting, and call attaches to the donor record automatically through Gmail and Outlook sync. Cultivation history is complete without manual logging.
Collaborate with Your Team
Development staff, executives, and board members work from the same records, so a board member reaching out knows what the development team has already discussed.
Identify Warm Paths to Support
Use Relationship Intelligence to unlock warm introductions and reduce reliance on cold outreach.
Map Who Knows Who
Rolodex maps the combined networks of staff and board against your prospect list, showing who can make each introduction. Board members are a fundraising asset primarily through their networks, and this makes that reach visible.
Leverage Warm Intros
Work a major gift prospect list by introduction path rather than cold approach, tracking which intros were requested and made. Major gifts are almost always preceded by a personal connection.
Stay on Top of Follow-Ups
Maintain momentum by ensuring no relationship or opportunity slips through the cracks.
Set Keep-In-Touch Reminders
Cadences keep donors engaged between asks. Donors who hear from an organization only when it wants money give less over time than donors in a sustained relationship.
Create Fundraising Pipelines
Board View tracks prospects through your cultivation stages — identified, qualified, cultivated, solicited, stewarded — with the whole team seeing the same state.
Assign Tasks and Record Notes
Assign next steps with owners and due dates against donor records, so commitments from a cultivation meeting are captured where the next person will find them.
Frequently asked questions
What is a fundraising CRM?
A fundraising CRM is a shared system for managing donor and prospect relationships — contact records, giving and interaction history, cultivation stages, and follow-up tasks — used by development teams to run relationship-led fundraising.
Does Rolodex process donations?
No. Rolodex manages the relationship side of fundraising: prospects, cultivation, warm introductions, and follow-ups. Payment processing and gift accounting stay in your donation platform.
Can board members use it to help fundraise?
Yes. Board members can be given access to see which prospects they are connected to and which introductions have been requested, making their network usable without repeated manual asks.