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Module 07: Fundraising & Development

Modern tools for
major gifts

Legacy systems force you to click through five layers of tabs to find a donor's history. MuseumHub gives you a visual workspace to track ROI, engagement, and moves management.

Pipeline: Major Gifts FY25
$1.2M Weighted
Qualified (5)
Smith Family Trust
$50,000 Ask
JD
Dr. Aris Thorne
$10,000 Ask
Solicitation (2)
Global Corp. Sponsorship
$150,000 Ask
Proposal Sent
Closed Won
The Miller Estate
$500,000
Check Received
👤
Evelyn Vance
Board Member • Lifetime Giving: $240k
Engagement Score
High (94/100)
Est. Capacity
$1M - $5M
Integrations Active
iWave WealthEngine Dataro
Smart Scoring

Find the folks who align with your mission.

It's not just about who has money. It's about who is engaged.

We score constituents based on how frequently they visit, if they open your emails, and if they click your ads. Combine this with integrations like iWave, Wealth Engine, and Dataro to surface the right people at the right time.

Yes, we handle complex gifts.

Pledges, splits, and soft credits. This is where generic CRMs fail and MuseumHub shines. We built the accounting logic museum development teams demand.

🪓

Split Gifts

One check, multiple funds. Allocate $500 to the "Annual Fund" and $500 to "Capital Campaign" in a single entry.

🏢

Corporate Giving

Parent/Child deal logic. Track a $10,000 corporate check that pays for 100 individual employee memberships.

🔗

Soft Credits

Credit a spouse, a family foundation, or a donor-advised fund while keeping the legal receipt accurate.

Gift Entry #88291
POSTED
Fund A: Annual Appeal
$5,000.00
GL: 4010-001
Fund B: Education Endowment
$5,000.00
GL: 4020-005
Soft Credit Applied To: John Smith (Spouse)

From "First Visit" to "Legacy Gift."

Fundraising isn't just asking for money. It's a cycle of engagement. MuseumHub automates the admin so you can focus on the relationship.

Task Automation

Never let a donor fall through the cracks.

A $1,000 gift should trigger a phone call. If that task isn't completed in 3 days, the system automatically notifies the manager.

See the history of how you have engaged with these folks and what's working. Automate the nurturing so you can focus on the face-to-face asks.

Workflow Active
1
Trigger
Gift Received > $1,000
2
Task Assigned
"Call donor to say thanks"
Owner: Sarah (Director)
3
Escalation
Notify Manager: Task Overdue
Moves Management

Your digital portfolio.

Stop using notebooks. Track every coffee meeting, every phone call, and every email in a unified timeline.

Customize your view with filters and columns and keep it out of spreadsheets. When a Development Officer leaves, the institutional knowledge stays in MuseumHub.

Activity History: The Smith Family
📞
Call with John Smith
Today at 2:00 PM
"He mentioned they are selling the lake house. Might have liquid assets for the campaign in Q4."
📧
Email Logged: "Gala Invite"
Yesterday
Donor Retention

Show them the impact.

Donors stop giving when they don't know where their money went.

MuseumHub allows you to automate impact reporting. Tag specific gifts to specific outcomes and send automated updates showing exactly how their $5,000 donation helped restore the 19th-century textile collection.

Your Impact Report
The Miller Family
🏛️
Donation: $5,000.00
Designation: Education Fund
"Because of you, 150 students from Lincoln High were able to visit the museum for free this month."

Development Questions

Do you handle Grant Management?

Yes. We have a specific pipeline for Grants that tracks application deadlines, reporting requirements, and deliverable dates, so you never miss a submission.

Can I generate tax receipts?

Yes. You can generate PDF tax letters individually or in batch. These can be emailed directly from the system or printed for direct mail.

How do you handle "Households"?

We use a sophisticated "Association" model. You can link a husband and wife (and their kids) to a single Household record to see their total cumulative giving in one view.

Raise more. Admin less.

See the fundraising tools that help top cultural institutions secure their future.