Woman Delivering a Donation - Donation and Grant Management for Financial Institutions

Software to Streamline Donation & Grant Management

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No More Time Wasted Getting Requests Approved

As donations, grants, and sponsorships come into Kadince from employees, community members, or an import, each request is routed to the proper approvers based on your preset criteria (e.g., dollar amount, branch location, organization, etc.).

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No More Time Wasted Collecting Data

You can configure forms in Kadince to collect the data needed to process giving requests. You can build forms for donation, sponsorship, grant, or in-kind requests, for example. These forms help you receive the data you need upon request, so you don't have to go back for more information. You can build these forms without help from your IT department.

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No More Time Wasted Tracking Down Giving History

As approvers are reviewing requests, Kadince shows them a giving history. This history includes past donations, sponsorships, grants, and employee involvement. Approvers can also see if the organization making the request is a customer. This history helps ensure you're making educated giving decisions.

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No More Time Wasted Creating and Sending Tasks

There are many tasks associated with processing donation, sponsorship, and grant requests. Kadince creates and sends payment processing or delivery tasks, for example. Is your institution required to comply with the Community Reinvestment Act (CRA)? Kadince sends tasks to your CRA officer to review requests for CRA eligibility.

Schedule a Demo

No More Time Wasted Getting Requests Approved

As donations, grants, and sponsorships come into Kadince from employees, community members, or an import, each request is routed to the proper approvers based on your preset criteria (e.g., dollar amount, branch location, organization, etc.).

Schedule a Demo

No More Time Wasted Collecting Data

You can configure forms in Kadince to collect the data needed to process giving requests. You can build forms for donation, sponsorship, grant, or in-kind requests, for example. These forms help you receive the data you need upon request, so you don't have to go back for more information. You can build these forms without help from your IT department.

Schedule a Demo

No More Time Wasted Tracking Down Giving History

As approvers are reviewing requests, Kadince shows them a giving history. This history includes past donations, sponsorships, grants, and employee involvement. Approvers can also see if the organization making the request is a customer. This history helps ensure you're making educated giving decisions.

Schedule a Demo

No More Time Wasted Creating and Sending Tasks

There are many tasks associated with processing donation, sponsorship, and grant requests. Kadince creates and sends payment processing or delivery tasks, for example. Is your institution required to comply with the Community Reinvestment Act (CRA)? Kadince sends tasks to your CRA officer to review requests for CRA eligibility.

Schedule a Demo

Other Time-Saving Features

Pre Built Donation and Grant Management Reports - Reports Icon
Pre-built Reports

When you log into Kadince, you see all pending, approved, and declined requests. This information helps you know where you're at relative to your goals.

Automated Donation and Grant Management Notifications - Paper Airplane Icon
Automated Notifications

Kadince sends task reminders to approvers, accounting, or anyone else involved in the giving process. You no longer have to be the "nag."

Centralized Donation and Grant Management Data - Centralized Icon
Centralized Data

All your community involvement data is organized in one system. This information includes organizations helped, hours served, events completed, and donations given. You can see a complete history of what your institution is doing for your community.

Comprehensive Donation and Grant Management Activity Log - Checkmark Icon
Comprehensive Activity Log

Entering data into Kadince or editing the data already in Kadince is tracked in an activity log. This history helps ensure the integrity of your information.

Donation and Grant Management Workflow Rules - Gears Icon
Workflow Rules

You can create rules in Kadince to pre-fill data, assign tasks, and send notifications. Build a workflow for tasks you repeat daily, and get more of your time back.

Donation and Grant Management CRA Exam Ready - Star Icon
CRA Exam Ready

Is your institution required to comply with the Community Reinvestment Act (CRA)? Store all the data needed for your next CRA exam in one location, so you're always exam ready. Learn more about our CRA/Community Development solutions.


With Kadince, you spend less time managing donations, sponsorships, and grants. And, you have more time to make a greater impact in your community.

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Get a Proposal
Schedule a Demo
Get a Proposal

Building Software to Streamline Donation & Grant Management Since 2014

As former bankers, we know how time-consuming it is to manage donation, grant, and sponsorship requests. We set out to build software to help streamline donation and grant management at financial institutions.

See how hundreds of financial institutions are using Kadince to streamline donation and grant management make a greater impact in their communities.

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Lisa Morris at Hudson Valley Credit Union - Kadince Customer Testimonial
Hudson Valley Credit Union

Lisa Morris | Assistant VP, PR & Corporate Communications

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Brandi Dunn at TBK Bank - Kadince Customer Testimonial
TBK Bank

Brandi Dunn | Philanthropy Specialist

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Albany Bank and Trust Company

Adam Steinbeck

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Central Bank & Trust Co.

Christine Brown | Communications Specialist

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Amber Cobos at Pioneer Federal Credit Union - Kadince Customer Testimonial
Pioneer FCU

Amber Cobos | Marketing Manager

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Krista Putnam at Katahdin Trust Company - Kadince Customer Testimonial
Katahdin Trust Company

Krista Putnam | Senior Vice President, Marketing

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Univest Bank and Trust

Betsy Roush | Community Relations Manager

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First Interstate Bank

Dawn Ramlow | CRA / Community Relations

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Arrow Financial Corp.

Amanda Elliott | Marketing Coordinator

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NebraskaLand National Bank

Danielle Remus | Marketing Director

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Community Impact by Kadince Customers

Organization Helped by Financial Institutions - Buildings Icon

202,060

organizations helped

Hours Serviced by Financial Institution Employees - Clock Icon

3,099,490

hours served

Donations and Grants Requested from Financial Institutions - Money Icon

$536,626,063

in donations/grants requested

Employees Volunteered from Financial Institutions - Heart in Hand Icon

60,784

employees volunteered

How to Start Streamlining Your

Donation & Grant Management

Step 1 - Schedule a Personalized Demo of Kadince - Number 1 Icon

Schedule a Personalized Demo

for yourself and others at your institution

Step 2 - Get Quick Approval of Kadince - Number 2 Icon

Get Quick Approval

with our proven vendor management process

Step 3 - Implement Kadince - Number 3 Icon

Implement Kadince

with the help of your Kadince customer success manager

Get Started, Schedule a Demo
Kadince Pricing Proposal - Kadince Koala Illustration

How much does Kadince cost?

We believe software pricing should grow with the financial institution. For that reason, we’ll tailor Kadince pricing to the size, needs, and growth plans of your institution.

When you’re ready, we’ll email you a custom proposal in two Kadince business hours.

I'm Ready For a Proposal
Brandon Checketts Photo - Kadince Sales Team Member

Schedule a Demo with Brandon

Brandon Checketts Photo - Kadince Sales Team Member

Get a Proposal from Brandon

Thanks for your interest in Kadince software. I’ll email you a proposal within two (2) Kadince business hours (sometime before ).