Instil

Instil

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Overview

Instil offers a relationship intelligence platform that helps nonprofits strengthen donor engagement and manage fundraising workflows effectively. While it may require some onboarding for new users, its donor management, grant tracking, and reporting features provide actionable insights that make fundraising more strategic and efficient.

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Starting Price
Custom

Instil Specifications

  • Donor Management
  • Fundraising Tools
  • Grant Management
  • CRM Integration

Instil Features

Major Gifts Management

Instil helps major gifts officers manage and cultivate donor relationships through holistic profiles and mobile-friendly access. The platform tracks engagement, streamlines task management, and provides real-time insights to prioritize outreach. Teams can collaborate efficiently while personalizing stewardship efforts and monitoring progress toward fundraising goals.

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Capital Campaigns

The platform enables nonprofits to plan, execute, and track capital campaigns effectively. Users can identify high-potential prospects, manage donor interactions, and monitor progress with visual workflows and dashboards. Centralized data supports team collaboration, campaign tracking, and reporting to help organizations meet ambitious fundraising targets efficiently.

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Planned Giving

The software supports nonprofits in managing legacy and planned gifts by maintaining connected donor networks. Users can coordinate with family members, advisors, and estate planners while tracking outreach. Centralized profiles and task management enable teams to steward legacy gifts effectively and ensure personalized communication with donors.

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Grant Tracking

Instil provides a visual grant tracking tool for managing applications, reporting deadlines, and institutional relationships. The platform organizes all points of contact, sends automated reminders, and tracks progress across multiple grants. Teams can monitor timelines, maintain records, and strengthen connections with funders while staying organized.

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Fundraising Reporting And Analytics

The software delivers comprehensive fundraising reporting and analytics, giving teams a clear view of progress toward goals. Users can visualize donor activity, prioritize outreach, and generate reports for stakeholders. Centralized dashboards provide actionable insights that support strategic decisions and ensure fundraising efforts remain focused and measurable.

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Pros And Cons of Instil

Pros

  • Provides holistic donor journey visualization and customizable workflows

  • Built‑in reports and visualizations support strategic fundraising decisions

  • Centralized platform enables collaborative work across teams

Cons

  • Database upload with tags could be made easier

  • No batch uploading process for users currently available

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Frequently Asked Questions

What other apps does Instil integrate with?

Instil integrates with several systems and platforms, including Salesforce, Stripe, Mailchimp software, Microsoft Outlook, and Zapier software.

What level of support does Instil offer?

Instil offers support via phone, email, and live chat.

What language does Instil support?

Instil software primarily supports English.

Who are the typical users of Instil?

Instil features are used by nonprofit fundraisers, development directors, major gifts officers, and advancement teams responsible for managing donor relationships and driving fundraising initiatives.

Does Instil offer an API?

Information about an API is currently unspecified by the vendor.

Does Instil have a mobile app?

No, Instil does not offer a dedicated mobile app.

What types of pricing plans does Instil offer?

Pricing for Instil starts at $2,500/year. Get a detailed Instil cost breakdown to make an informed decision.