We are MorphateDelivering Technology for Good

Morphate was formed to focus specifically on

delivering best of breed solutions to Not For Profit

organisations

We deliver solutions in a cost effective and timely

manner ensuring you obtain the best benefit from your investment

We leverage the leading apps on the Salesforce appExchange which we

adapt to meet your needs

We are there to support and guide you through your project from the start to go live to ensure your goals are achieved

We are not simply focused on implementing

technology.

We are with you from the start of your journey to the end so that we can ensure you achieve the maximum benefit from

your investment.

We deliver functionality in stages and focus on

getting you live as soon as possible. We support you throughout each stage of the project to ensure you

and your team are achieving the maximum

benefits from your solution.

Our products

Our products

Our products

DonorNation is the complete solution to help not-for-profit charities, associations,

foundations and educational institutions to achieve their mission.

When you choose DonorNation as your system, you are getting a platform capable of running your entire organisation and you

are gaining access to the world’s most powerful CRM platform, Salesforce, because it is preconfigured to run on

Salesforce.com

Our products

DonorNation includes over 22 modules featuring:

• Donor Management• Fundraising• Event Management• Private Social Community• E-Commerce and Finance• Finance 

Customers

Our products

Now all your users can have access to critical data from any device at any time. Easily add custom fields and the ability to report on any custom field.

DonorNation is the only solution that allows you to customise the page for each individual user to enhance usage and productivity.

Key BenefitsUsers can quickly segment data based on any desired criteria and make views viewable or private for other users

Track multiple addresses, phone numbers, fax numbers and e-mail addresses for individual members, volunteers, and organisations

View contacts entire history, including member status, event attendance, committees, orders, renewals, communication and more from a single screen

Create new and different membership types, with discount codes for events or products

Key BenefitsConduct electronic commerce transactionsTake membership fees, sell products, and event registrations

Track interactions and correspondence, set up rules and flags to keep in touch

Establish automated membership renewal notices

Allow for gift memberships, one person can pay for another, and track both

Initiate new member packs, thank you correspondence, all automatically

Key BenefitsDonorNation includes a fully configurable member portal customised with your brand

Key BenefitsThe Donor Management module provides the ability to easily access and manage online and offline donations and view donor information in your member or supporter records. 

Track all donations, orders, communication and more from your donors, members and prospects from the contract record. 

The mailings and communication module allows you to develop and manage various mailings and communications related to your fundraising initiatives.

Key BenefitsCreate and manage an unlimited number of donor records, fields and user-defined fieldsAccommodates single gift, pledges and pledge payments recurring gift donation types

Track joint and separate giving records for different household relationships

Conduct donor segmentation to refine target constituents

Key BenefitsAutomate donor acknowledgement communication

Manage legacy giving, bequests, life estates, and others with automated workflow

Easily track pledges, monitor unpaid pledge balances, and account for GST

Schedule unlimited number of pledge payments and auto-generate responses

Split and track give donations between different funds or campaigns

Key BenefitsAdminister soft credits for legacies, gift donations and memberships

Handle payments in any international currency accounting for local GST or tax rules

Manage gift aid credits and drive opt-in campaigns to improve participation

Track fundraising campaigns, appeals, events, and pledges with reports and dashboards

Key Benefits - FinanceSell products and merchandise, event registrations, member dues and subscriptions

Import and update product catalogues and offer differential pricing per member

Create marketing bundles and upsell opportunities

Easy integration with fulfilment houses for product distribution

Create and track invoices, and process payments from individuals and organisations

Key Benefits -FinanceValidate and charge credit cards electronically at point-of-sale

Store credit card authorisation codes, not credit card numbers, PCI compliant

Track and report on direct debits, cash or cheques, even payments-in-kind

Process standing orders and store transaction history in contact records

Export data to third-party accounting systems for budgeting and accounts payableIntegrate with separate e-commerce systems

Visit our site for details about our upcoming

Webinars

www.morphate.com

Questions?