Fundraise Up Services for Nonprofits

Get more from Fundraise Up, the platform built to convert donors

Fundraise Up is a leading donation platform purpose-built for conversion, but most nonprofits use a fraction of what it can do. DNL OmniMedia provides Fundraise Up services to help you implement, optimize, migrate to, and operationalize Fundraise Up so it delivers on its promise: more donors, higher average gifts, stronger sustainer retention, and clean data flowing into the systems your team actually uses.

DNL OmniMedia is a nonprofit-only digital consultancy with two decades of experience across the fundraising technology ecosystem. That context matters. Fundraise Up does not exist in isolation, and neither do we.

Why nonprofits work with DNL on Fundraise Up

Fundraise Up’s native tooling is excellent for self-service teams running standard campaigns.

Where organizations get stuck is everything around it: migrating off a legacy platform without losing recurring donors, getting clean data into your CRM of record, configuring designations and soft credits to match your gift entry policies, building reporting that goes beyond the native dashboard, and designing optimization programs that actually move conversion rates.

That is the work we do. Our Fundraise Up services bring fundraising operations expertise, CRM depth, and data engineering capability to a platform that rewards all three.

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optimize your Fundraise Up experience.

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Our Fundraise Up Services

Implementation and Launch

For organizations adopting Fundraise Up for the first time, we run end-to-end implementations that get you live quickly without cutting corners on the configuration decisions that affect long-term performance.

Our Fundraise Up services for implementation engagements typically include:

Account and domain setup, including custom domain configuration and DNS
Element strategy and placement across your website (donation forms, modals, buttons, exit-intent, sticky elements)
Checkout configuration: ask strings, suggested amounts, frequencies, currencies, languages, payment methods
Receipt and confirmation email templates aligned to your brand and acknowledgment policies
Designation structure and fund mapping
Recurring giving configuration, including upgrade prompts and sustainer-specific flows
CRM integration setup and field mapping
Staff training and documentation

Migration Services

We migrate organizations to Fundraise Up from legacy donation platforms, peer-to-peer systems, and custom-built giving solutions. Migrations are where most projects fail, and the failure typically happens in recurring donor continuity and historical data integrity.

Our migration practice covers:

Recurring donor transition strategy, including payment credential handling and donor re-enrollment campaigns when tokens cannot port
Historical transaction and donor data migration into your CRM of record
URL redirect mapping to preserve SEO equity from legacy donation pages
Form parity analysis and rebuild
Integration cutover planning with rollback contingencies
Donor communication strategy for the transition period

We have developed repeatable migration methodologies that address the complexities of legacy platforms, including peer-to-peer event structures, recurring donor portability, and historical data preservation.

Conversion Rate Optimization

Most Fundraise Up customers never run a structured optimization program. The platform supports A/B testing natively, but designing valid tests, interpreting results, and translating findings into a roadmap is a discipline most internal teams do not have bandwidth for.

Our CRO engagements include:

Baseline conversion audit across all donation surfaces
Element placement and trigger strategy
Ask string and suggested amount testing
Upsell modal optimization (recurring conversion, designation upgrades)
Form length and field optimization
Mobile experience review
Quarterly test roadmap with hypothesis documentation and result analysis

Recurring Giving Program Development

Sustainer revenue is the most valuable revenue your organization will ever raise. Fundraise Up gives you the tools to grow it. We help you build the program around the tools.

Our recurring giving Fundraise Up services include:

Sustainer acquisition strategy across your donation surfaces
Upgrade campaign design and implementation
Failed payment recovery workflow configuration
Sustainer stewardship journey design (often paired with our donor stewardship print fulfillment offering)
Retention reporting and net sustainer growth analysis

Reporting and Analytics

Fundraise Up’s native reporting answers basic questions. It does not answer the questions executive leadership and development directors actually need answered: cohort retention curves, lifetime value by acquisition channel, sustainer net growth, designation performance over time, and form-level funnel diagnostics.

We build the analytics layer on top of Fundraise Up that gives your team real visibility. Deliverables typically include executive dashboards, data warehouse integration through DNL Data Cloud, and standing reports tuned to your fundraising calendar.

CRM Sync Hardening

Fundraise Up offers native integrations with the major nonprofit CRMs. These integrations work well for simple cases. They struggle when your gift entry policies involve custom designations, soft credits, household relationships, tribute and memorial gifts, employer matching, or non-standard duplicate management rules.

We harden these integrations so your data lands clean the first time and stays clean over time. This includes custom field mapping, designation logic, error monitoring, exception handling workflows, and reconciliation reporting.

Managed Services and Ongoing Optimization

Many of our clients keep us engaged on annual retainer for ongoing Fundraise Up administration and optimization. This works particularly well for organizations without a dedicated digital fundraising operations role.

Retainer scopes typically include:

Platform release tracking and feature adoption guidance
Campaign and form configuration for appeals and seasonal pushes
UTM governance and source tracking hygiene
Integration monitoring and exception resolution
Quarterly optimization reviews with documented recommendations

Data Integration with DNL Data Cloud

For organizations that need Fundraise Up data unified with their CRM, marketing platforms, advocacy tools, event systems, and other constituent data sources, DNL Data Cloud is our proprietary middleware platform that handles this integration work. Fundraise Up data flows through Data Cloud into your data warehouse, BI environment, or other downstream systems with full transformation logic and audit trails.

DNL Data Cloud provides a fully managed, cloud-based data warehouse that brings all your nonprofit data into one secure location. Designed for seamless integration and real-time reporting, it enables your organization to make data-driven decisions effortlessly.

Key Benefits

Eliminate Data Silos – Integrate fundraising, CRM, and donor platforms into one system.
Real-Time Insights – Get up-to-the-minute data reports for better decision-making.
Custom Integrations – Connect seamlessly with your fundraising tools
Scalable & Secure – Built on AWS with enterprise-grade security for long-term growth.

Who We Work With

Since 2007, DNL OmniMedia has partnered exclusively with nonprofit organizations to deliver custom digital solutions that increase efficiency, engagement, and fundraising success. Our team is comprised of nonprofit technology specialists who understand both the challenges and the opportunities within your sector.

We work with public media stations, healthcare research organizations, social services nonprofits, educational institutions, faith-based organizations, and arts and cultural organizations.

If you are evaluating Fundraise Up, planning a migration, or stuck getting the value you expected after launch, we should talk.