The document discusses Fundly, a company that provides an integrated fundraising platform for non-profits. It summarizes Fundly's products including crowdfunding, peer-to-peer fundraising, CRM software, volunteer management tools, and event registration. It describes how Fundly addresses inefficiencies in the current non-profit technology market by offering an all-in-one platform that is integrated, easy to use, and customizable for organizations of any size. Key features of Fundly's products are also summarized.

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Revolutionizing Social Impact

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Market Inefficiencies
SILOED OUT-DATED EXPENSIVE
▪ Highly fragmented market
with comprised of mostly
pure-play providers
▪ Market leaders have filled
their portfolio through non-
integrated acquisition
▪ Many non-profit software
providers offer technology
that is 5-10 years old
▪ Most non-profit CRM
providers are now online
but few are truly cloud-
based
▪ Market leaders charge
hundreds of thousands of
dollars or more on annual
contracts
▪ No integrated solutions for
smaller nonprofits with
tighter budgets

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Platform And Products
• Crowdfunding for
Individuals
• Deep integration with
social media
• Exchange custom t-
shirts for donations
• Peer-to-Peer and Event
Fundraising for Any
Sized Organization
• Innovative volunteer
management
• Includes integration
with Volunteer Action
Centers
• Integrated CRM with
unmatched flexibility
• Includes integrated
event and membership
management

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Programs And Strategic Partnerships
• Specially designed for
college students
• Promoted by Fundly
College Ambassadors
from major
universities across the
U.S.
• The worldwide leader
in fundraising for
partner agencies and
nonprofits
• Fully integrated direct
mail, appeals and
dynamic ask arrays
• The world’s largest
organization
dedicated to volunteer
service
• Fully integrated with
Fundly Connect
• Specially designed for
Giving Days
• A single centrally-
managed platform
with team pages to
empower supporters

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Market Coverage
Crowdfunding
Peer-To-Peer
Fundraising CRM
Volunteer
Management
INDIVIDUALS ORGANIZATIONS

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Value Proposition
INTEGRATED EASY-TO-USE CUSTOMIZABLE
▪ One platform to manage
fundraisers, donors, event
registrants, members, and
volunteers
▪ Data from all products
archived into Fundly CRM
▪ Clean user interface,
intuitive product tutorials,
and world-class support
▪ Purely cloud-based
platform for simple
implementation
▪ Modular design allows
features to be turned on
and off with ease
▪ Custom branding with full
white label solutions
available

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INTEGRATED
CRM
Crowdfunding Peer-To-Peer
Fundraising
Volunteer
Management
Event
Registration
Membership
Management
Direct Mail

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EASY-TO-USE
Clean, Simple User
Interface
Purely Cloud-Based
Platform
Intuitive Tutorials &
World-Class
Support
▪ Simple out-of-the-box
design
▪ Hit the ground running
from day one
▪ Seamless implementation
▪ Always up-to-date
▪ Newest features available
in real-time
▪ In-product guides to
explain the user interface
▪ Industry-leading support
team ready to help

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CUSTOMIZABLE
Custom Branding Modular Design Extensive Reporting
▪ Fully customize the look,
feel, and branding of the
pages you create
▪ Complete white label
options available with
Fundly Enterprise
▪ Easily turn on and off
features
▪ Maintain full control of the
user experience
▪ Only purchase what you
need to stay within budget
▪ You own all of the data
with flexible export options
▪ Run extensive analytics to
develop critical insights
▪ Custom reporting
available for Enterprise

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Fundly for NonProfits

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Value Proposition- Organizations
INTEGRATED COMPREHENSIVE FLEXIBLE
▪ One platform to manage
fundraisers, donors, event
registrants, members, and
volunteers
▪ Data from all products
archived into Fundly CRM
▪ End-to-end solution
includes crowdfunding,
peer-to-peer, CRM,
volunteer management,
event registration, and
membership
▪ Modular design gives you
full control of the interface
▪ Simple enough for small
organizations, but
rigorous and customizable
enough for the largest
enterprises

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An industry-leading CRM solution by which organizations of all
sizes can optimize engagement with their constituents.
Constituent Relationship Management

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Optimize engagement with constituents and eliminate redundancy through integrated fundraising, donor
management, event registration, grants management, direct mail, online donation portals
Unique modular
design keeps
organizations in
control of features and
affordability
With most subscription
levels, modules and add-
ons can be activated at
any time depending on the
needs of the organization

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Contact
Management
Clean, intuitive user
interface
Easily add custom data
sets to track information
unique to an organization

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Donor
Communication
Donor outreach, including
appeals and
acknowledgments, has
never been easier
Customize letters and
labels, manage and edit
templates
Include custom ask arrays
based on a donors giving
history

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Membership Management
Create and offer different membership
levels
Sell memberships online through
website pages linked to the Fundly CRM
Include membership
benefit such as t-
shirts or mugs

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Events Management
Track event expenses and determine
net revenue at a glance
Create waitlist and enable
auto-response messages
to waitlist supporters

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Fundraising Pages
Takes the complexity out of online fundraising.
Fast and easy set-up with Pages
module that can be activated or
deactivated at any time
Information feeds into the
FundlyCRM database –
eliminating manual or
duplicate entry

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Fundraising Pages
Customize donation levels
based on donor history
Match the look and feel of an
organization’s website

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Dashboard
Quickly view critical
information, such as total and
active contacts, donations
received and frequency, top
performing programs and
major donors.

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An innovative volunteer management solution that can power
any organization’s volunteer network.
Volunteer Management

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Fundly Connect
• Innovative volunteer
management
• Includes integration
with Volunteer Action
Centers

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Public-facing page branded
with an organization’s logo
and colors
Easy-to-locate search box
allows volunteers to quickly
search site for opportunities
across agencies

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Opportunity Calendar
gives a quick view of all
scheduled
opportunities, including
those already filled Include Donate link so
Supporters can
consider a donation
while searching for
volunteer opportunities

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Volunteers can get
additional information or
apply for opportunities
directly through the site!

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Back-end system makes it
easy to add and manage
volunteer opportunities,
customize forms, and
schedule orientation and
training
Assign coordinators
Determine application
approval
Designate program type
and available positions
Schedule recurring
opportunities

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Whether it’s one or an army of
thousands, simplify
communication to volunteers
through text messages or
newsletters.
Manage newsletter
templates

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The leading crowdfunding platform for social impact that empowers
organizations to raise money and awareness for the causes,
communities, and events that are important to them.
Peer-to-Peer

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Fundly Pro
• Peer-to-Peer and Event
Fundraising for Any
Sized Organization

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Fully Customized and Visually Appealing
• Each campaign
page is
beautifully
optimized for
rich visual and
multi-media
content
• Customize the
look-and-feel
with your own
background,
brand, logo, and
colors

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Social From The Ground Up
• Deep partnership with Facebook
• Shows Friends before others where
you see avatars
• Strong call-to-action for Donation
• Supports Media Gallery
• Supports YouTube & Vimeo Videos
• Defined Goals and End Dates
• Prominent Sharing tools
• Location-aware

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Instagram/Twitter # Feed
• Create an Instagram or Twitter #
associated with your campaign
• Promote your # to your network of
donors and supporters
• Watch recent Instagram and
Twitter posts appear on your
campaign page via the # Feed
• Proven to spread the word about
your campaign to the masses

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Rich Descriptions
• Media-friendly
descriptions with rich
images
• Campaign Wall shows
comments from donors
and supporters
• Integrated with popular
Social Networks to
spread awareness for
the campaign

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Giving Levels
• Customize Giving
Levels to help define
what the money will be
used for
• Create multiple sub-
campaigns (Personal or
Team Fundraisers)
• Highlight key
Fundraisers and Teams
• Top Donors list

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Commerce
• Exchange t-shirts and other
“perks” for donations with our
new commerce feature
• Submit a design through the tool
and Fundly will automatically print
and ship the items to your donors
• Proven to increase donations
• The cost to produce the items is
deducted from the donation
amount

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• Communicate regularly with donors by providing
updates on your Blog
• Donation Map shows you where donations are made in
real-time
Blog and Donation Map

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Blog Updates
• Share, Share, Share! Your
supporters will appreciate
knowing what’s going on with
your campaign
• Connect to your favorite social
networks (Facebook, Twitter,
Instragram, LinkedIn, Tumblr)
and post to all of them at once!
• Add custom images
• Post directly from your iPhone
or iPad!

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Teams
• Have a group of Supporters
who want to band together and
help your campaign out?
• Create Teams!
• Personal fundraisers can also
be tracked at a group level
• Supports Team Captains who,
along with Admins, have
access to control the page
• All funds roll up to the main
campaign page

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Events
• Event registration platform fully
integrated into fundraising
platform
• All the features you expect from
event registration including
registration levels, location,
sponsors, and waivers
• Event registration fee can be
included or excluded from
donation amount
• Alternatively, Fundly is also fully
integrated with Eventbrite

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Peer-to-Peer
The white label peer-to-peer fundraising platform that can be
customized to deliver enterprise-level solutions.

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Fundly Enterprise
• Peer-to-Peer and Event
Fundraising for Any
Sized Organization