Talisma Fundraising Features

Product Details

Alumni and Advancement

  • Track and cultivate relationships with alumni, parents, corporate sponsors, and donors
  • Assist in the preparation of the VSE (Voluntary Support of Education) Survey
  • Maintain a single view of all interactions with donors and prospects
  • Generate reports and analysis by class years

Events Management

  • Drive attendance and support for your events, from dinners to golf tournaments
  • Create dedicated Web pages for events and enable registration and payments online
  • Easily and efficiently track expenses and manage sponsorships and vendors

Honors and Memorials

  • Manage acknowledgements to donors and family members
  • Gain comprehensive reporting tools for newspaper listings and analysis
  • Leverage a simple gift-entry approach for multiple honors without splitting gifts


  • Store in-depth and relevant information for every membership
  • See membership histories at a glance
  • Track retention, attrition, new member sources
  • Print membership cards for easy assembly of membership packets

Moves Management

  • Prospect profiling
  • Research collecting
  • Proposal management
  • Cultivation tracking
  • Major gifts solicitation

Online Fundraising

  • Enable supporters to make donations and pledges quickly and easily
  • Expand awareness and outreach efforts worldwide
  • Dramatically reduce manual, paper-intensive processes
  • Automatically create gift batches based on information entered by donors online
  • Enable members and donors to update account and address information
  • Customize your online giving page with your brand
  • Provide returning donors access to online giving history and account information
  • Enable donors to give honor/memorial gifts or matching and recurring pledge payments

Planned Giving

  • Track intentions such as bequests, insurance policies, trusts, and annuities
  • Track solicitation efforts of donors for planned gifts separately from other solicitation efforts
  • Use a tickler system that can remind you of upcoming moves or actions to take
  • Report the value of a planned gift separately for annual and capital campaigns to adhere to industry standards such as CASE or AHP
  • Generate relevant and important reports including those with expectancies, monthly updates, giving detail, and cultivation process


  • Track past and present scholarship recipients
  • Link scholarship recipients with scholarship donors and sponsors
  • Correspond with recipients, advisors, media, and sponsors
  • Manage pledges as well as deferred and matching gifts
  • Choose from a comprehensive suite of reports

Volunteer Management

  • Track volunteer qualifications, certifications, awards, and preferences
  • Leverage powerful scheduler to meet the needs of various departments
  • Filter on the most qualified and interested volunteer resources
  • Assign volunteers tasks with point-and-click ease
  • Generate reminder and thank-you notices automatically

Credit Card Processing (EFT)

  • Provide instant approval and authorization for credit cards
  • Enable direct withdrawals from checking or saving accounts
  • Provide a simple interface to build files for credit and debit transactions
    at your financial institution each month

Build Relationships with Alumni and Donors

Alumni Management Software

With Talisma® Fundraising, your institution can build strong relationships with your constituents through targeted solicitation strategies, personalized communications, and convenient online tools.


Achieve Advancement Success

Moves Management

From prospect profiling to creating compelling proposals, your ability to cultivate relationships with the best giving partners is greatly enhanced with the Talisma Fundraising Moves Management module.


Utilize Tools for Fund and Traditional Accounting

Donor Management

We combine an ingrained understanding of the landscape, best practices, and demands of your mission with software solutions that help you get the most out of every interaction with your constituents, both in-person and online.


Talisma Fundraising Demos

View video demos of the Talisma Fundraising Suite.

View Demos

Request a Demo

Contact Us

Product Sheets




Case Studies