Management Software for Nonprofit Organizations

The unique combination of challenges to nonprofit and nongovernmental organizations, such as fundraising, volunteer and donor management, case management, event management, advocacy and others creates a chasm between business processes and the functional support provided by most conventional business software. Quality, cost-effective software has rarely been tailored for nonprofit business models.

CiviCRM™ fills this gap. It is designed specifically to meet the needs of advocacy, nonprofit and non-governmental groups. CiviCRM was designed from the ground up for non-governmental organizations that engage in advocacy, community and political organizing, and nonprofit work. Wealth Stems is uniquely qualified to design, configure and install your CiviCRM implementation, as well as to provide end-user training and any necessary ongoing support.

Engage your constituency, raise more funds, manange events, acheive your mission

Case Management: A properly configured CiviCRM implementation helps manage interactions between your staff and constituents. Both single interactions, such as fulfillment of a request for information, and cases, multiple activities logically grouped and organized, are tracked and reported. Case activities can be structured with timelines and workflows enforcing compliance can be applied. Wealth Stems can perform this complex workflow configuration for your organization.
Online Fundraising: An online fundraising and donor management component enables you to solicit, track and manage contributions. You can quickly and easily create customized web pages to accept online donations. This module can be configured to facilitate and track donations of varying types, such as cash, in-kind or volunteer time.
Event Management: Integrated online event registration and management for paid and free events can also be established. This robust module allows you to quickly and easily create customized web pages for event registration, and then track participants.
Membership Management: Flexible membership management for your organization is provided, along with convenient online signup and renewal. The goal of this functionality is to automate membership self-administration as much as possible to alleviate wasted staff time.
Communications: A robust mass-mailing component allows you to engage your constituents with personalized email blasts and newsletters, lets you share a single address book across all the staff, and allows you to send "canned emails" for certain purposes or personalized emails for others. Every email sent is stored in the activity history of each of the recipients.
Reporting: You can create, run and schedule reports based on the data CiviCRM has about your contacts and their interactions with your organization. Predefined report templates are built to satisfy the basic needs of nonprofits and organizations and custom reports can be designed.

Why Wealth Stems should design your nonprofit management solution

Wealth Stems has over 25 years experience in managing nonprofit agencies. We understand the nuances of nonprofit activities, and can work with your staff better than your typical technology consulting firm.

Our consultants have served as executive directors and operational managers of various nonprofit agencies delivering nutritional services to both seniors and children, general and medical transportation to medicaid recipients, in-home aging services, social activities and others.

We have managed hospital outreach programs providing consulting, intake and transportation services. Wealth Stems has developed solutions to support hospital quality improvement initiatives and society membership and event planning activities.

Wealth Stems offers you:

Experienced consulting skilled at quickly learning your operational challenges and generating appropriate use cases to support appropriate workflow design to improve your processes and diminish risk.
Coming from nonprofit backgrounds and having worked with many, we effectively communicate with members, donors, staff, board members, and other necessary constituency to ensure the implementation is suited for your business processes.
Report design to support your compliance requirements.
Expert user training to empower your staff and maximize your return.