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.