How to leverage InvestGlass tools

For many nonprofits, understanding how to start a fundraiser and build an effective fundraising pipeline is essential to achieving their organization’s mission and fundraising goals. With the right tools, nonprofits can maximise donations and raise money quickly by engaging their networks and appealing to donors’ interests. InvestGlass’s fundraising software equips nonprofit teams with a powerful suite of tools to plan, manage, and optimize every step of their fundraising journey—from launching online donation pages and organizing a memorable fundraising event to leveraging Google Ads for broader reach.

InvestGlass is the only Swiss Sovereign tool – far from US based Microsoft Dynamics, Salesforce and Hubspot which are ruled by US Cloud Act.

This software provides an all-in-one platform for nonprofit organisations to structure their fundraising efforts, align with donors’ interests, and manage outreach across multiple channels. Whether you’re looking to tap into your own networks, explore new donor prospects, or drive online giving through targeted ads, InvestGlass can streamline the process, helping you reach your fundraising goals and raise funds faster and more efficiently. Here’s how InvestGlass can help you kick off your next fundraising campaign, strengthen connections with donors, and exceed your fundraising targets.

1. Setting Up the Fundraising Pipeline: From Planning, rais money, fundraising events to collection

The journey to raising money often begins with creating a comprehensive pipeline. InvestGlass allows your fundraising team to start a fundraiser by building a detailed pipeline tailored to your organization’s mission and fundraising goals. With its user-friendly dashboard, you can outline your entire fundraising process, including setting milestones, defining the target audience, and establishing connections with potential donors and corporate sponsors.

We suggest you set the fundraising goal when you start your pipeline.

This structured approach simplifies fundraiser and event planning, ensuring that every detail, from ticket sales to promotional materials, is accounted for. For example, when planning a hybrid event, you can map out in-person and online donation opportunities, set up your online donation page, and sell tickets through multiple marketing channels like social media, email, and direct mail.

2. Optimizing Fundraising Campaigns with Automation

InvestGlass offers automation capabilities that make reaching donors quicker and more efficient. The platform integrates with marketing channels, allowing you to automate social media posts, send emails to existing donors and potential supporters, and even schedule text-to-give campaigns.

Automated follow-up emails keep your donors engaged throughout the fundraising journey, making them feel involved in your campaign’s progress. This automation also helps reduce repetitive tasks for the fundraising team, giving them more time to focus on high-impact activities, such as reaching out to local businesses for support or following up with board members and corporate sponsors.

3. Streamlining Online Fundraising Campaigns for Quick Donations

Online donations have become essential for modern fundraising efforts. InvestGlass makes it simple to set up a branded online donation page that resonates with your target audience. The donation form can be customized to include multiple payment methods, such as Google Pay, and can support recurring donations, enabling you to cultivate a base of recurring donors.

By creating an easy-to-use online donation page, InvestGlass helps remove barriers for new donors who may want to support your fundraiser quickly. For organisations planning future fundraising campaigns, this streamlined setup provides a quick way to collect donations, sell tickets, and even launch online fundraisers.

4. Enhancing Engagement with Existing Donors and Attracting New Ones

InvestGlass helps you maintain a personal touch in your communications, a crucial factor in engaging existing donors and attracting new donors. Automated but personalised messages allow you to nurture relationships, invite supporters to upcoming fundraising events, and provide updates on your organisation’s fundraising project.

The platform can also be used to manage segmented donor lists, allowing you to target specific groups, such as high-level donors interested in a silent auction or donors whose interests align closely with your current fundraising project. Automated messaging is a valuable tool in driving engagement, but InvestGlass’s personalization options keep it from feeling impersonal or automated.

5. Measuring Success and Refining Your Fundraising Efforts

To run a successful fundraiser, it’s essential to track the progress of your campaigns. InvestGlass provides analytics that allows you to measure the success of each marketing channel, from direct mail and social media platforms to online giving pages and text-to-give campaigns. The platform’s reporting tools help you evaluate which strategies bring in the most donations, what appeals to your audience, and where to allocate your efforts for future fundraisers.

InvestGlass’s analytics also allow your event team to monitor ticket sales, event attendees, and online fundraising metrics, helping you assess your fundraising campaign’s success in real time and make quick adjustments if needed.

6. A Single Solution for Fundraiser Planning and Execution

Whether you’re focused on in-person fundraising events, online fundraising campaigns, or a combination of both, InvestGlass serves as a central hub for all fundraising activities. The platform integrates all components of the fundraising process, from campaign page creation and social media management to recurring donor tracking and online donation processing. By having everything in one place, your fundraising team can simplify the planning process, streamline communication with donors, and reduce the time needed to manage various aspects of a fundraising campaign.

7. Engaging Corporate Sponsors and Local Businesses

Attracting corporate sponsors and local businesses can significantly boost fundraising efforts. InvestGlass helps you build partnerships by tracking interactions, tailoring follow-ups, and providing detailed reports to showcase how their support impacts your fundraising goals. Automated reminders ensure that corporate sponsors and businesses are engaged consistently and aware of upcoming fundraising events, allowing them to support your organization through matching gifts, sponsorships, or donations.

8. Future-Proofing Your Fundraising event

InvestGlass provides nonprofits with the tools to build a sustainable, scalable fundraising strategy that evolves with each campaign. By leveraging detailed budgeting tools, data-driven insights, and comprehensive records of past fundraising events, InvestGlass enables organisations to analyze what works and improve upon it for future fundraising campaigns. With these insights, nonprofits can adjust their approach based on donor engagement trends, refine event strategies, and target messaging more effectively, ensuring that each future fundraiser is more impactful than the last. The ability to replicate and refine successful campaigns, backed by real-time analytics, helps organisations set realistic fundraising goals, engage donors more personally, and make data-informed decisions that drive long-term fundraising success.

In Summary: Accelerating Your Fundraising Journey with InvestGlass

InvestGlass provides the right fundraising software for nonprofit organisations to streamline fundraising activities, automate processes, and increase donation speed. With tools to raise awareness, manage donor engagement, and facilitate online donations, InvestGlass empowers organisations to turn a great fundraising campaign idea into reality and reach their fundraising goals more effectively. Whether you’re organising your next fundraiser, aiming to raise funds quickly, or enhancing your current fundraising campaigns, InvestGlass is a versatile solution that accelerates your fundraising journey and maximizes your organisation’s impact.