Why Beam Insights?

With Beam Insights, you spend your time with the right donors, not stuck behind a desk.


Streamline Your Fundraising Planning in Real Time

In our work with nonprofit leaders and fundraisers, we’ve heard the same frustration again and again:

“I don’t have up-to-date information to track fundraising progress, make decisions, and focus on the right donors.”

In partnership with fundraisers across the country, we built Beam Insights to meet that need.

A mobile-friendly software, Beam Insights connects with your CRM or donor database and allows your fundraisers to access high-level data and in-depth analyses of your donor pool.

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What makes Beam Insights different?

See how our software stacks up against other solutions.


Unlock real-time insights

  • Track your giving capacity and gift data through regular updates to account for new information added to your CRM or database.
  • Assess your prospects’ capacity through customized gift tables, adjusted for current donors.
  • Identify gaps at each gift level while pinpointing areas to focus on upgrading or identifying prospects.

Democratize your data

  • Instantly evaluate strategic decisions and goals to move faster and reach donors more quickly.
  • Work in an intuitive interface that board members, database managers, and fundraisers can all easily navigate.

Access the right information

  • Benefit from customized analysis based on your goals and data.
  • Use the dynamic gift table to review campaign planning and tracking information with adjustable gift levels and prospect ratios.

Rely on human support behind the tech

  • Count on the support of a dedicated onboarding specialist as you navigate the platform, and enjoy on-going support as needed.
  • Use Beam Insights on its own or bundled with fundraising counsel.

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We can’t wait to show you how Beam Insights can elevate fundraising planning at your organization.

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