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ADVANCEMENT

Convert more alumni into active donors with Causeview's complete gift processing and advancement software

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Integrate with Salesforce HEDA data
Built on Salesforce's HEDA

Access every piece of student data to manage alumni relations.

Manage complex pledges
Manage complex pledges

The tools and flexibility you need to turn pledges into revenue.

Automate administrative tasks
Automate administrative tasks

Track and manage every part of your supporter journeys.

Seamlessly process payments
Seamlessly process payments

One-time and recurring donations, pledges, split gifts & much more.

Watch the Causeview Advancement Overview

Learn how Causeview Advancement builds on Salesforce’s HEDA platform so your school can:

  • Track students, alumni and families

  • Create integrated donation pages & forms

  • Process any payment type

  • Manage pledged gifts

  • Simplify gift accounting

Process and reconcile payments,

ANYWHERE, ANYTIME AND FROM ANY DEVICE
INTEGRATED PAYMENT PROCESSING

Causeview ensures your transactions are processed from your donation form or right within from the donor profile.

ADVANCED GIFT ACCOUNTING

Causeview’s GL code mapping will ensure every transaction is recorded in exactly the right place.

SEAMLESS RECONCILIATION

With Causeview, reconciliation happens behind the scenes, saving your finance and accounting team hours of valuable time each month.

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POWERFUL, FLEXIBLE TRANSACTION MANAGEMENT

Causeview does it all: one-time or recurring gifts, tributes, pledges, split donations, soft credits, and event tickets with discount codes.

AUTOMATIC RECEIPTING

Delight your donors by issuing automatic, compliant and personalized tax receipts in seconds.

FULLY PCI COMPLIANT

Managing payments online is complex: that’s why Causeview is built with highest level of credit card processing security standards.

INTEGRATED PAYMENT PROCESSING

Causeview ensures your transactions are processed from your donation form or right within from the donor profile.

POWERFUL, FLEXIBLE TRANSACTION MANAGEMENT

Causeview does it all: one-time or recurring gifts, tributes, pledges, split donations, soft credits, and event tickets with discount codes.

ADVANCED GIFT ACCOUNTING

Causeview’s GL code mapping will ensure every transaction is recorded in exactly the right place.

AUTOMATIC RECEIPTING

Delight your donors by issuing automatic, compliant and personalized tax receipts in seconds.

SEAMLESS RECONCILIATION

With Causeview, reconciliation happens behind the scenes, saving your finance and accounting team hours of valuable time each month.

FULLY PCI COMPLIANT

Managing payments online is complex: that’s why Causeview is built with highest level of credit card processing security standards.

SEE CAUSEVIEW IN ACTION

See see how Causeview's Salesforce advancement software can help your school.

About Salesforce's Higher Education Data Architecture

Salesforce’s HEDA connects all your campus activities on the world’s leading CRM. It allows you to:

FOLLOW

student progression, courses, degrees and career paths

TRACK HOUSEHOLDS

and relationships for student & alumni engagement

CONNECT

with over 3,000 tools on the Salesforce AppExchange

Customer Success Stories

"With the launch of Causeview Advancement, fully integrated with Salesforce’s Higher Education Data Architecture (HEDA) platform, Bethlehem College & Seminary will gain unmatched data and insights on each of their supporters and their unique journeys. “This will take us another step closer to our goal of a holistic view of all our constituents: students, contributors, and alumni.”

Get Started Today

If you’re ready to improve your advancement operations from alumni management to gift processing, let’s schedule some time to talk.

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