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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

“The way Causeview has set up their giving model is going to make our reporting so much easier,” said Cheryl. “There’s going to be a lot more transparency and clarity of reporting. Our end-users are going to be much more self-sufficient with reporting. Our power users are already building online donation forms quickly. There will be time savings, better data quality, and our users will get to focus much more on getting the most out of Causeview and much less on wonky database processes.” Speaking to Causeview Advancement’s gift processing, pledge management, gift allocations and fund accounting, Cheryl exclaimed: “The gift management team loves you!”

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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