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Who We Help

Director of Annual Giving

Managing a giving campaign takes time, patience, adaptability, and—most importantly—a view beyond traditional donation models. With Vanillasoft, we help you evolve your strategy: keeping benchmarks in mind and enabling teams to be as effective (and compliant) as possible. Streamline your campaign, focus on results, and foster donor growth.

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Modernizing the Phonathon Model

To keep up with constituent expectations and donation targets, annual giving campaigns need to evolve. Vanillasoft helps directors of annual giving create a consistent, modernized fundraising stream:

Use donor-specific scripting that adjusts based on constituents’ history and background.
Enable real-time campaign and segmentation changes.
Reduce repetitive manual processes with automatic activity tracking.
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Donor Pipeline Development

Stewardship isn’t limited to the annual gift. Vanillasoft helps fill the funnel and continue the constituent journey towards more impactful giving, including larger donations and major gift portfolios:

Personalize cadences to build connections with future mid-level or major donors.
Re-engage lapsed donors with targeted outreach logic.
Track long-term conversion rates and identify upgrade-ready donor segments.
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Demonstrate ROI

For directors, increased targets and budget constraints can be particular challenges. Vanillasoft helps fundraising teams demonstrate their impact on constituent engagement and revenue:

Access real-time dashboards that show contact attempts, pledges, and engagement metrics.
Sync pledge and donor history automatically across systems, meaning no more spreadsheets.
Capture both tangible and intangible outcomes (e.g., address updates, event interest).
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Streamline Caller Management

The success of any fundraising campaign depends on its callers: specifically, training and getting them ready quickly. Vanillasoft ramps up student and volunteer callers, fast:

Provide guided workflows and an intuitive interface to help volunteers succeed quickly.
Reduce onboarding time with built-in scripts and cadence logic.
Empower supervisors with live visibility and call coaching tools.

How We Serve Annual Giving

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Fundraising Automation

Vanillasoft’s agent and communication automation reduces busy work, letting them focus on conversations instead:

Email and SMS nurture
Calendar and appointments
Integrated scripting and disposition
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Next Best Donor

Vanillasoft pushes the best record to agents in real time. Top records are always worked first, so agents don’t waste time figuring out their next prospect:

Imported records from multiple sources
Powerful real-time ranking filters
Queue-based routing
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Compliant Dialer

Vanillasoft’s TCPA compliant dialer ensures calls are connected fast, with high call quality and a variety of dialing options:

Single line, progressive, preview, and power dialers
Enterprise-grade VoIP
Inbound call management
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Reporting and Analytics

Vanillasoft’s reporting and analytics dashboards give a clear view of performance for compliance and performance improvement:

Call recording and transcription
Advanced and custom reporting
Agent and campaign dashboards

Metrics

Here's how our customers have high-quality conversations with their most valuable leads...faster.

35%
Increase in call connection

Customer average

3x
More actions per hour

Customer average

500%
Increase in activity

One of a Kind Sales

Customer Testimonials

Hear It From Our Users

Don’t just take it from us. From advancement executives to directors of annual giving, we’re adding value to sales teams everywhere.

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“The ultimate 'phone' prospecting tool for businesses.”

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Scott
President in US, Capterra
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“Vanillasoft is so user friendly, anyone can use it.”

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MaryJo Clement
SDR
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“Vanillasoft’s platform is so easy to use and integrates with any system.”

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Scott McWilliam
Operations
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Professional Services

Vanillasoft delivers a fully supported onboarding experience with ongoing expert guidance and zero setup hassle. We partner with you from initial configuration to long-term optimization, ensuring your platform drives performance from day one and beyond:

Personalized, white-glove onboarding aligned to your workflow.
Hands-free setup and integrations, no technical lift required.
Ongoing expert support to adapt and optimize over time.
Ready to Serve Up Leads?

Consult an Expert

See how Vanillasoft enables your fundraisers to have more productive conversations and capture more donations.

Talk to an expert
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FAQs

Common Questions and Answers