Smarter Tools. Simpler Forms. Stronger Results.
Features That Help You Maximize Participation and Exceed Your Goals
Event Management Features
Variable Pricing
Offer flexible pricing structures for different audiences.
From early-bird specials to student discounts, our variable pricing options let you create multiple ticket tiers. Support limits and restrictions to control availability, while still maximizing participation and revenue for your events.
Attendee Fields
Collect detailed information for every event participant.
Customize attendee fields to capture exactly the information you need—dietary preferences, shirt sizes, breakout session choices, and more. Each attendee can be managed individually, giving you cleaner records and better event planning data.
Event Activities
Manage multiple sessions, workshops, or activities in one event.
Complex events are easy to manage with activity-based registration. Allow participants to select from multiple sessions, tracks, or activities while ensuring capacity limits are enforced. Perfect for conferences, alumni weekends, or gala events with multiple components.
Registration Packages
Bundle activities and pricing into easy-to-select packages.
Simplify registration with pre-set packages that group activities and costs together. For example, create “Full Weekend” or “VIP Access” bundles that save time for participants while ensuring accurate pricing for your event.
Wait Lists
Never lose a potential attendee when events sell out.
Automatically collect names on a wait list when capacity is reached. As space opens up, your team can notify and invite wait-listed participants, ensuring no opportunity for engagement is lost.
Waive Payments
Provide flexibility with optional payment waivers.
Certain registrants, such as staff or VIP guests, may not need to pay fees. Waive payments easily while still tracking attendance and registration data. This keeps your records accurate without complicating your workflows.
Email Notifications
Keep attendees informed with automated event emails.
From registration confirmations to reminder emails, our system ensures attendees never miss a detail. Customize content, branding, and timing to provide a seamless, professional communication experience leading up to and after your event.
Public Attendee List
Share who’s attending to build excitement and community.
Encourage participation and networking by publishing a list of attendees on your event page. This feature helps build momentum, validates attendance, and fosters a sense of community before the event even begins.
Registration Management
Edit, cancel, or update registrations with ease.
Give your team full flexibility to manage registrations without hassle. Update attendee information, adjust packages, or process cancellations—all while keeping your records consistent. This ensures smoother event operations and happier participants.
Online Giving Features
Recurring Giving
Make it easy for donors to give on a schedule that works for them.
Encourage long-term support with recurring donation options. Donors can choose weekly, monthly, or custom schedules, creating predictable revenue streams for your organization. Flexible settings let them manage their own giving, while your team benefits from stronger donor retention and consistent funding.
Crowdfunding
Launch powerful giving day or peer-to-peer fundraising campaigns.
Drive excitement and participation through customizable crowdfunding pages. Showcase progress in real time with goal meters, encourage peer-to-peer fundraising, and inspire friendly competition among donors. Whether it’s a giving day, a capital campaign, or a department challenge, our crowdfunding tools boost visibility and amplify results.
Multiple Designations
Give donors the power to choose where their gifts go.
Today’s donors want control and transparency. With multiple designation options, supporters can direct their gifts to the causes, departments, or programs they care about most. This flexibility builds trust, increases engagement, and ensures every donor feels their contribution is making an impact.
Dynamic Designations
Drive donor choice with designations that adapt in real time.
Dynamic designation options allow you to tailor giving choices based on donor type, campaign, or form settings. For example, alumni may see academic designations, while parents view student-life options. This personalization streamlines donor decisions and strengthens connection to your mission.
Email Notifications
Automatically send custom receipts and donor updates.
Acknowledge gifts instantly with branded receipts and personalized thank-you messages. Automated email confirmations can also deliver campaign updates or recurring gift reminders, keeping donors informed and appreciated. Every touchpoint is customizable to your institution’s voice and style.
Gift Management
Edit, adjust, or manage processed gifts with ease.
Mistakes happen—and our platform makes them easy to correct. Gift management tools allow your team to edit, reassign, or update processed donations without disrupting records. Whether updating donor information, adjusting gift designations, or correcting amounts, you’ll maintain accuracy and donor confidence.
Common Form Features
Embeddable Forms
Seamlessly embed donation and registration forms directly into your own website. Keep supporters on your site, maintain brand consistency, and eliminate redirects that can cause drop-offs.
With our embeddable forms, you don’t have to send visitors to a third-party site to complete a donation or registration. Everything happens on your own website, giving participants a consistent experience while reinforcing trust in your institution. Embedding is simple, requires no advanced coding, and ensures that your brand remains front and centre throughout the giving or event process.
Mobile Responsive
Every form is designed to work beautifully on any device—desktop, tablet, or mobile. Make it easy for donors and registrants to complete transactions anytime, anywhere.
Today’s supporters expect a smooth mobile experience. Our forms automatically resize and reformat for any device, making it effortless for participants to complete registrations or donations on the go. This ensures no opportunity is missed—whether someone is at their desk, on a tablet, or using their phone between meetings.
Section 508 Compliant
Accessibility matters. Our forms meet Section 508 compliance standards, ensuring that all participants—including those with disabilities—can engage fully with your fundraising activities.
Accessibility isn’t optional; it’s essential. Our forms are fully compliant with Section 508 accessibility guidelines, ensuring they are inclusive for all users, including those with visual, auditory, or motor impairments. By meeting these standards, you open the door to broader participation while demonstrating your commitment to equity and accessibility.
Auto-populate Forms
Save time and reduce errors by pre-filling form fields with existing constituent data. Returning supporters can breeze through registrations and donations without re-entering information.
Returning participants shouldn’t have to start from scratch. Our auto-populate feature automatically fills in known data for repeat donors or registrants, reducing friction and minimizing data entry errors. This creates a faster, smoother experience for supporters while improving data accuracy for your team.
Conditional Rules
Create a smarter, more personalized form experience. Use conditional logic to show or hide fields based on user responses, simplifying the process and collecting only the data you need.
Not every participant needs to see every field. With conditional logic, you can create customized paths that display only the most relevant fields based on a user’s selections. For example, show additional questions for event registrants choosing VIP access, or hide unnecessary options for one-time donors. The result: a cleaner form, less confusion, and higher completion rates.
CSS Styling
Take full control of the look and feel of your forms. Apply custom CSS to match your institution’s branding and create a seamless supporter experience.
Your brand deserves consistency across every touchpoint. With direct CSS styling, you can adjust fonts, colors, buttons, and layouts to perfectly match your institution’s visual identity. Whether you want a seamless match to your website or a unique design for a campaign, CSS control ensures your forms always look professional and on-brand.
Email Notifications
Keep your participants and staff informed with automated, customizable email confirmations and updates. From receipts to reminders, you decide the message and the timing.
Keep participants informed and engaged with automated emails that you control. Send personalized donation receipts, event reminders, or updates that reflect your institution’s voice and branding. With flexible scheduling and custom content, you’ll ensure supporters feel acknowledged and connected at every step of the process.
Reporting
Track your fundraising and registration results in real time. Generate clear, actionable reports that help your team measure performance, identify trends, and make smarter decisions.
Data drives better outcomes. Our reporting tools give you immediate access to the metrics that matter most: donations received, registration counts, recurring gifts, and more. Export reports for internal use or integrate them into your workflows to measure success, identify trends, and refine your strategy.
Your Merchant Account
Funds go directly to your accounts—no middleman. Retain control of your financial processes while streamlining reconciliation and ensuring donations are processed quickly and securely.
Advancement Form gives you freedom with payment gateways. Choose from nearly 10 options, including Stripe, PayPal, Blackbaud, and Cybersource, or use multiple gateways in one account. Prioritize features, cost, or compliance — the choice is yours.
Want to start raising more money?
Join your advancement colleagues and start receiving more donations today.