New York State Contract Reporter #2140568

Cloud-Based Advancement CRM and Fundraising Platform for SUNY Old Westbury

SUNY Old Westbury is seeking a cloud-based advancement CRM and fundraising platform for its alumni and donor engagement operations. - Government buyer: State University of New York (SUNY), SUNY Old Westbury, Business and Finance; contact listed as Kenneth Bovasso. - Requested solution: One cloud-based advancement CRM and fundraising management system for a community of more than 40,000 constituents. No OEM, vendor, brand, or part number is specified. - Core capabilities: Constituent records and engagement histories; campaigns, appeals, gifts, pledges, recurring and matching gifts, grants, prospect management, proposals, and stewardship; event registration, attendance, seating, and sponsor-benefit tracking; communications, workflows, reporting, dashboards, analytics, and data exports. - Payments and integrations: Secure online giving and payment processing, including credit cards and ACH/EFT; Microsoft 365 integration and APIs or standard integrations with financial, student information, payment, and other institutional systems. - Preferred capabilities: Peer-to-peer fundraising and crowdfunding, AI-assisted tools, data enrichment and hygiene, advanced event features, volunteer and planned-giving management, and online training resources. - Pricing and term: Three-year term, with fixed annual pricing for each year and a cumulative price for the full term. Start and end dates are not specified. - Estimated value: Approximately $150,000–$600,000 for the three-year term; no official contract value is provided.

Description

SUNY Old Westbury requests proposals for a cloud-based constituent relationship management and fundraising platform to support alumni and donor engagement, fundraising operations, gift processing, events, communications, reporting, and analytics. The system should manage records for more than 40,000 constituents and support fundraising campaigns, gift and prospect management, event management, communications, secure online giving, payment processing, reporting, and integrations with Microsoft 365 and institutional systems. Preferred features include peer-to-peer fundraising, AI capabilities, data enrichment, advanced event management, volunteer management, and planned giving tools. The contract term is three years, and proposals must include fixed annual pricing for each year and a cumulative total for the 36-month term.

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