Funraise

Discovery & Planning (1-2 weeks): Understanding the organization's requirements, existing systems, and goals.

Setup & Configuration (2-4 weeks): Installing the software, configuring donation pages, forms, integrations, and customizing settings.

Data Migration (1-3 weeks): Transferring existing donor data into Funraise.

Testing & Training (1-2 weeks): Ensuring everything works as expected, and training staff on usage.

Launch & Support: Going live with ongoing support and adjustments.

Custom fields and branding styles can be adjusted.

Integration with other CRM, marketing, or payment systems is supported.

API access enables advanced custom integrations.

Custom reports and dashboards are configurable.

The platform supports automation and complex workflows tailored to specific fundraising strategies.

Setup Fees: Vary, often ranging from $0 to several thousand dollars, depending on the extent of customization and data migration needs.

Monthly/Annual Subscription: The core pricing is subscription-based, with costs starting around 500to500to2,000 per month, depending on features and organization size.

Additional Costs:

• Payment Processing Fees: Typically passed through from payment gateways like Stripe or PayPal.

• Support Charges: Basic support is generally included; premium support options may incur extra.

• Training & Consultation: Optional professional services might be billed separately.

Onboarding & Training: Funraise provides onboarding sessions to help new users familiarize themselves with the platform, including live webinars, tutorials, and documentation.

Help Center & Resources: Access to a comprehensive online help center, FAQs, and user guides.

Customer Support: Generally includes email support, with options for phone support or dedicated account managers for premium plans.

Training Sessions: Custom training sessions are available upon request to enhance user adoption and proficiency.

Ongoing Support: Support is typically available during business hours, with response times depending on the support tier.

Data Encryption: Uses SSL/TLS encryption for data in transit and encryption at rest to protect stored data.

Compliance: Adheres to industry standards such as PCI DSS for payment security and GDPR for data privacy

.

Access Controls: Role-based permissions restrict data access to authorized users.

Regular Audits: Conducts security audits and vulnerability assessments.

Backup & Disaster Recovery: Implements regular data backups and disaster recovery plans.

Vendor Security: Funraise carefully selects third-party vendors and partners with security certifications.

Release Frequency: Funraise typically releases updates regularly, approximately every 1-3 months, including new features, enhancements, and bug fixes.

Update Management: Updates are generally managed seamlessly, with most deployed automatically with minimal user disruption.

Communication: Users are usually informed about upcoming updates, new features, and changelogs via email or platform notifications.

Version Control: The platform maintains stable versions, and updates are tested before rollout to ensure stability and security.

Funraise's policy typically states that users retain ownership of their data uploaded to the platform.

The vendor acts as a data processor, adhering to data privacy laws.

Upon request, organizations can export their data in common formats (CSV, JSON, etc.) for use outside the platform.

The platform ensures data access is secure and compliant with privacy regulations.

Funraise generally offers flexibility to scale subscriptions based on organizational needs.

Contracts often allow for adjusting plan levels, features, or user seats with minimal friction.

The process usually involves a simple administrative update or consultation, with possible prorated billing.

Advance notice periods for scaling adjustments may vary but are typically around 30 days.

Renewal: Contracts are typically auto-renewed annually or per the agreed term unless canceled or modified before the renewal date.

Notice Period: Usually requires written notice (30-60 days before renewal).

Cancellation: Organizations can terminate contracts by providing written notice within the specified notice period.

Data Backup: Upon cancellation, Funraise provides data export options to ensure organizations retain their donor and transaction data.

Fees: Some agreements might include early termination fees or minimum commitment clauses, depending on the contract's specifics.

Post-Cancellation: Access to the platform is revoked; data export is recommended prior to termination.

Meets PCI DSS standards for payment processing security.

Complies with GDPR for data privacy if serving organizations in or dealing with data from the EU.

Follows SOC 2 standards (at least for some customer data handling aspects)

May also adhere to CAN-SPAM and other relevant privacy laws.