Investments and Donations


How does Kadince help manage community development investments and donations?

The process of managing investments and donations can be a heavy burden. Let Kadince software do the heavy-lifting. Input investments as they happen. Collect donation requests using forms. Automate approval tasks and CRA reviews 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 enjoy being CRA exam ready…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 programing. Confidently share exam-ready reports with management or regulators.

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Standard Features

Log-in Accessible Forms

Record investments to a central system. Give CRA specialists a place to record qualifying CRA investments. Customize log-in accessible forms to control data-collection fields, instructions, and disclaimers.

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 an investment.

Intranet Accessible Forms

Collect investments internally with your intranet. Give employees a central place to record CRA investments. Customize intranet 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 potentially-qualifying CRA investments 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.

Review Process

Review potentially-qualifying CRA investments for CRA eligibility. Mark investments as CRA eligible or not CRA eligible. Assign CRA review tasks to appropriate people at appropriate times.

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…

Here at VCNB, we love Kadince. It has saved us time, saved us money and made us more efficient. So now we time for the really important things, like cheering on our Buckeyes. Go Bucks! Vinton County National Bank

Vinton County National Bank

Audra / EVP, Marketing
It’s very rare when a business partner can offer you a program that brings value and is an amazingly turnkey solution. I’m David Kreiman, Executive Vice President and Director of Marketing at Glenview State Bank and I love Kadince. Glenview State Bank

Glenview State Bank

David / EVP, Director of Marketing
Hello… I’m Ellie Reineck with River Valley Bank in Wausau, Wisconsin. And just to prove how much I love Kadince I actually have it up here in the background of this video. We were early adopters of this software package, we use all three modules. Community, Ad Management and the Marketing Request Module. We have our marketing firm also using it. It’s the way that we process all of our project management, it’s the way our company manages our volunteer hours. Were hoping to use the widgets through our website very soon to show the world how committed we are to community reinvestment. I’ve had two audits since using this, and I’ve been using it for two years, with flying colors. Absolutely no problems. I think regulators love to see that you have a process like what is built into Kadince. I can’t say enough good things about it. We’ll continue to use it. They can continue to make it better. And they’re great listeners. Plus I love the koala bear. Thanks! River Valley Bank

River Valley Bank

Ellie / Marketing and Public Relations Director
We love Kadince. They’ve turned a very manual process into something so easy. We love the reporting features and they’re so responsive. NebraskaLand National Bank

NebraskaLand National Bank

Danielle / Vice President Marketing Director
Hi, I’m Kellie Swalles. I’m with CNB Bank in Pennsylvania. We started Kadince earlier this year with the Ad Management tool. I had a little concern going to a formal process since I had the convenience of getting something approved right away. But I love that it’s a linear process. All the comments are there. Everything’s out of my inbox and in Kadince. And I’ve actually had a lot employees come up to me and tell me they love Kadince. They love hitting that little button, that green button and sometimes the red button. We really like it and we actually had an audit just a couple months ago and it was the first time that we had Kadince for our audit and the Auditor loves it. I was able to plug him in and he just thought it was fabulous that he could go through and see everything and he actually said, “I really need to get all my banks on this.” So thank you for that, Thanks Kadince and we really appreciate it. CNB Bank

CNB Bank

Kellie / Marketing Specialist
We use Kadince for Sponsorships, Donations, Volunteering and it has just made work a lot easier for the marketing department at Members First Credit Union. Members First Credit Union

Members First Credit Union

Rachel / Marketing Assistant

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