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Contents

4 Virtuous Product Updates to Power Your Year-End Giving

This time of year, every donation counts and every hour matters. For fundraising leaders managing year-end campaigns, the pressure is real. Every minute spent on manual work is time not spent connecting with donors.

That’s why we’ve spent the last quarter focused on what matters most to your team: 

  • Stability (like our platform performance upgrades and dedicated on-call support)
  • Efficiency (with smarter automation that saves time)
  • Growth (through tools that help you capture leads and make faster decisions).

These updates are more than features. They reflect our belief that fundraising should be personal and centered on building real relationships with your donors.

Here are four new updates that will help you work smarter and strengthen your donor relationships before the year ends.

1. Virtuous CRM+: Save Time and Headaches with Better Imports

At year-end, your team is most likely importing gifts, event sign-ups, or new donor data. If your system can’t handle the volume or complexity, it leads to duplicates, errors, and lots of manual fixes.

Here are some updates to our import tools in Virtuous CRM+:

Improved Name Parsing and Auto-Accept reduces manual updates needing review by ~20%:

  • Automatically parses names, titles, suffixes (Dr. Adam P. Valverde Sr. ✓)
  • Handles spouse names with conjunctions (Adam & Gaby Valverde ✓)
  • Auto-accepts new addresses, nicknames, middle names when fields are empty
  • Reduces duplicate contact creation

One-Click Contact Creation surfaces our hidden power feature:

  • Clear alert showing unmatched records → one click creates all
  • Stay in your workflow (no more getting locked out)
  • Automatic re-validation before creating to prevent duplicates

Coming soon – Smarter Matching Tools minimize manual cleanup, allowing more time for fundraising: 

  • Opt-in beta testing before full release
  • Modern search technology brings the same intelligent matching improvements (from our recent platform search updates) directly into the import tool, going beyond basic field comparison to understand donor identity better
  • AI-enhanced matching logic identifies the same donor even with misspellings, nicknames, or address variations…reducing false duplicates and manual merge work

This means fewer mistakes, faster imports, and over 20% time savings for your team. You can spend less time cleaning up and more time reaching out to donors.

2. Virtuous Momentum: Automate Engagement and Grow Giving

Whether thanking donors for another year of generosity or following up after a GivingTuesday donation, year-end demands personalized donor outreach at scale. Our Virtuous Momentum updates are designed to help you automate those critical touchpoints without adding manual work to your team’s plate.

Bulk Send Mail Merge Templates unlock one-click personalization at scale:

  • Sends personalized appeals or reminders to large donor segments instantly
  • Launches mail merges directly from saved templates in Virtuous Momentum

The New Outbox Experience gives you real-time visibility into every send:

  • Tracks bulk send status across all active automations
  • Filters by send status, segments, and more
  • Helps you troubleshoot delivery issues before they affect results

Virtuous CRM+ Integration (v1) connects Virtuous Momentum automations to real-time donor data:

  • Triggers automated journeys based on CRM signals (like gift activity or status changes)
  • Keeps donor engagement timely and relevant without manual intervention
  • Automatically syncs portfolios and segments without any manual upload work
  • Lays the foundation for a fully connected, responsive fundraising system

Customer API Key Support opens the door to custom integrations and faster syncing:

  • Builds flexible, secure integrations on your timeline
  • Improves syncing speed and reliability for high-volume workflows

Donor List Automations introduce precision targeting with automation flexibility:

  • Builds donor lists in Raiser’s Edge…Virtuous and Salesforce support coming soon
  • Triggers targeted automations for lapsed donors, upgrade asks, or re-engagement flows
  • Runs smarter campaigns using curated segments based on real behavior

With these updates, you can reach more donors with less effort and drive more generosity in the final weeks of the year.

3. Virtuous Raise: Use Forms for More Than Donations

Boost the power of your forms with our new updates in Virtuous Raise

Donor relationships often begin before someone gives. Now, you can create lead forms for all of these interactions. Plus, Virtuous Raise now offers two tools to help complete the giving journey:

Lead Forms foster relationships before a donor ever gives:

  • Creates simple forms to power volunteer sign-ups or non-ticketed event registration
  • Opts donors into your email lists on Virtuous, Mailchimp, or ActiveCampaign
  • Connects everything in one system, so your team gets clean data and can follow up quickly
You can opt donors into your email lists on Virtuous, Mailchimp, or ActiveCampaign

Learn more about these forms here.

Prompts and Notifications guide the giving journey:

  • Prompts donors to finish their gift if they’ve paused in the process
  • Shows recent gifts from others in a live feed, encouraging community action
Virtuous Raise now uses prompts and notifications to guide the donor's journey.

These small changes help more gifts come through during a busy time of year.

Explore these updates further here.

4. Virtuous Volunteer: Make Group Volunteering Easier

Coordinating group volunteers can be a challenge, especially for corporate days or big events. Now in Virtuous Volunteer, group members can sign up without pre-registering.

That makes it easier to:

  • Fill spots quickly
  • Organize teams
  • Save time on manual tracking
Now in Virtuous Volunteer, group members can sign up without pre-registering.

Your staff spends less time managing forms and more time welcoming volunteers.

Updates Built With Your Busiest Season in Mind

The Virtuous Platform is designed to help you connect with donors in meaningful ways, work more efficiently, and grow giving. These new updates were built with your busiest season in mind.

Whether you’re running your final appeals or planning for next year, Virtuous helps your team stay focused on what matters most: your mission.

author avatar
Jason VanLue

What you should do now

Below are three ways we can help you begin your journey to building more personalized fundraising with responsive technology.

See the Virtuous platform in action.  Schedule a call with our team for personalized answers and expert advice on transforming your nonprofit with donor management software.

Download our free Responsive Maturity Model and learn the 5 steps to more personalized donor experiences.

If you know another nonprofit pro who’d enjoy reading this page, share it with them via Email, Linkedin, Twitter, or Facebook.

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