Donation Requests


How does Kadince help manage donation requests?

The process of collecting, approving, fulfilling, and reporting on donations can be a heavy burden. Let Kadince software do the heavy-lifting, and help you make an educated giving decision. Collect donation requests using forms. Automate approval tasks and accounting assignments with workflows. Stay informed through email notifications. Track pending, approved, and declined donations with dashboards. And build and share reports with others. Most importantly—sit back, relax, and make a greater impact in your community...with Kadince.

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Reporting Features

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Report Builder

Report builder helps turn raw data into useful reports. Use filters to sift through data to find a specific service hour or group of hours. Arrange columns to show the most important bits of data. Show relationships and summaries of related hours with grouping. Analyze data by displaying the sum, average, count, maximum, minimum, or distinct instances of field details. Save your reports and refresh them as new data is collected with Kadince.


Sharing Reports

Sharing reports is the end-game of everything that happens in Kadince. Download CSV files of reports to save or share with others. Print reports on paper or save as a PDF. Share complex reports with others to prevent double-work in building reports. Build bar charts, pie charts, big-number graphics, or a simple table to display on your dashboard. Share specific widgets on your website or intranet without having a deep knowledge of programming. Confidently share exam-ready reports with management or regulators.

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Standard Features

Intranet Accessible Forms

Collect donation requests internally with your intranet. Give employees a central place to log donation requests coming from the community. Customize intranet accessible forms to control data-collection fields, instructions, disclaimers, and branding.

Custom Tasks

Create and assign custom tasks. Custom tasks can be anything. Create a task, give it a due date, and assign it to someone. Add in notes, descriptions, and attachments for a more detailed task. Associate a custom task with a donation request.

Website Accessible Forms

Collect donation request from the community using a link on your website. Customize website accessible forms to control data-collection fields, instructions, disclaimers, and branding.

Notifications

Notifications help everyone stay on task. In-app and email notifications keep you in the loop. Notifications will remind others of incomplete tasks. Reminders will continue daily until no tasks remain. Notifications make it so nobody has to be the “nag.”

Automated Workflows

Route donation requests based on any number of conditions. Auto-assign tasks to the proper people. Automated workflows save time and money by automating routine tasks.

Comment Thread

Say goodbye to long email chains and lost conversations. Keep the conversation focused. Questions, comments, and ideas are all kept within the comments thread. Privately or publicly message colleagues, attach files, or add a comment to the record.

Approval Process

Route donation requests through the proper approval process. Ensure the right people see and approve each request. Choose between unanimous, majority, or “one-of-many” approval options. Track approved and declined requests for future reporting.

Activity Log

Prevent finger-pointing and preserve a history of changes with the activity log. The date, time, username, and changes made are all recorded in the activity log. The activity log creates an audit trail of attachments as well.

What people are saying about Kadince…

Hi, I’m Dawn Follendorf and I’m the CRA officer here at River Valley Bank. We have been using Kadince for a couple of years now and what I like about the program is that with having 15 branches and about 270 employees. I get to see all of our donation and service activity housed in one central location. And that gives me a really good picture as to what is going on in our community reinvestment activities throughout all of the areas we serve. One of the things that I like even more about is how easy it is for our employees to enter their service hours. Whenever I sit down and show someone how to do that, they always say “Wow! That was so easy.” And so this just tells me that we’re getting really good return on our investment with Kadince cause we’re capturing as many activities as possible. So that’s just a little bit of my experience in working with the program. I’m so happy to be able to share that with you. IncredibleBank

IncredibleBank

(Formerly River Valley Bank)

Dawn / CRA Officer
We love Kadince here at Citizens Union Bank. We’re actually one of their very first customers and they even have our check hanging on their wall. They keep our compliance department happy, our auditors and our examiners happy and that makes us very happy. Thanks Kadince! Citizens Union Bank

Citizens Union Bank

Jessica / AVP, Marketing
Kadince isn’t only just a platform, it’s a mindset. With Kadince you are not only proving effectiveness and efficiency of the collaboration process between marketing and compliance, you are designing this process. Machias Savings Bank has been a loyal customer of Kadince for years and in return...Kadince became our closest friend and a trusted advisor. Our opinion matters, our ideas get implemented. And since the launch of the Kadince process at Machias Savings Bank, Kadince has become a standard for vendor relationships, the platform’s impact on the process improvement and return on technology investment. As soon as you start using Kadince, you will realize how much work you reduce, its impact and time saved. We’re all playing the same game, but with Kadince, you’ll be playing in a different league. Machias Savings Bank

Machias Savings Bank

Yury / Internet Marketing Manager
Hi, I’m Matt Stallings from CenterState Bank. And I love Kadince because it’s an awesome platform. It helps me do day to day tasks. And it keeps track of our marketing projects CenterState Bank

CenterState Bank

Matt / Marketing Specialist
I’m Scott Miller. Riverview Bank. Beautiful Vancouver, Washington. I’m a total fan of Kadince. More importantly my staff is a fan becuase it helps me stay on task of approving projects. Approving community investments. Keeping tabs on community hours. They love it so I love it. Riverview Community Bank

Riverview Community Bank

Scott / SVP Marketing
Hi, I’m Adam Steinback Senior Vice President at Albany bank in Chicago. I love Kadince and it has no peers, it has no competition. I searched far and wide to find a product like this. At the end of my search I very happily found this product. The team is great. The people are great. The product is awesome. It does what no other product does. It organizes all of our stuff beautifully and the people are passionate. I’m passionate about it. They care and they really listen to customers. Thank you. Albany Bank & Trust

Albany Bank & Trust

Adam / SVP Commercial Services

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