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Feature · Alumni & donor CRM
Your alumni are your endowment. Start acting like it.
Every graduate, grandparent, and past parent is a lifetime relationship. Track giving history, life events, and engagement — and cultivate the next major gift with intention instead of luck.
The problem
Sound familiar?
Alumni vanish at graduationTwenty years of graduates and no working contact list. The successful alumnus who'd love to give back has never once been asked.
Giving history in fragmentsLast year's dinner list, the capital campaign spreadsheet, the Chai Club roster — the same donor appears in five places with five different histories.
Cultivation happens by accidentMajor gifts come from relationships, but relationship touchpoints depend on whoever happens to remember.
What 613OS does
Built to make this disappear
Lifetime constituent recordsEvery alumnus, parent, grandparent, and community donor in one CRM — with complete giving, event, and communication history.
Alumni class organizationGraduates organized by class year with class-specific campaigns, reunion pages, and class agent tools.
Giving analyticsLifetime value, giving trends, lapsed donor alerts, and upgrade candidates surfaced automatically.
Cultivation workflowsBirthday greetings, yahrzeit condolences (managed dates), mazel tov messages, and annual touchpoints that run themselves.
Wealth & capacity notesStructured fields for capacity, interests, and relationships — so institutional knowledge survives staff transitions.
Reunion & event integrationClass reunions and alumni events sold and tracked through the same platform, feeding engagement data back to each record.
One record, one lifetime
From student to alumnus to parent to grandparent — the record follows.
RelationshipAlumnus · current parent · class agentLifetime giving$18,400 across 11 yearsOpen pledgeBuilding campaign $5,000 · 2 of 4 installments paidLast touchDinner 5786 · journal ad · thankedFlagsUpgrade candidate · reunion hostHouseholdLinked to parents (grandparents of 2 students)
Gifts, pledges, events, relationships and every conversation — on one record the whole team shares.
Lapsed-donor alertsSupporters whose giving pattern broke are flagged before the campaign, not after.
Suggested-ask reportsDonors whose history suggests capacity for more are surfaced — the development director's instinct, made systematic.
Pledges that close themselvesEvery pledge records with its schedule, payments apply automatically, and unfulfilled pledges enter polite reminder sequences.
20 yrsof graduate relationships most schools have never systematically tracked
1 recordper constituent — gifts, pledges, events and conversations, shared by the whole team
5 → 1the same donor in five lists becomes one lifetime history
Works together with
Related features
Fundraising campaignsBuilding campaigns, matching drives and appeals with goal tracking, dedications and automated follow-up.Learn more →Event ticketing & dinnersTiered tickets, journal ads and honoree pages — sold and collected before event night.Learn more →Family communicationsWhatsApp, SMS and email from one inbox, with every message logged to the record.Learn more →
Frequently asked questions
What is an alumni and donor CRM?
An alumni and donor CRM keeps every graduate, parent, and supporter in one lifetime record: gifts, pledges, event attendance, relationships, and communications history. 613OS surfaces lapsed donors and upgrade candidates automatically, so development work runs on data instead of memory.
What makes a donor CRM different from a spreadsheet?
A CRM keeps the complete relationship — every gift, pledge, dinner attendance, and conversation — on one record that the whole team shares, with automatic flags for lapsed donors and upgrade candidates. A spreadsheet holds numbers; a CRM holds institutional memory that survives staff transitions.
Can it track alumni across decades and life changes?
Yes. Records persist from student to alumnus to parent to grandparent, with household linking, employment updates, and contact history — so the mesivta's class of 1998 is reachable when the building campaign needs them.
Does it flag donors who stopped giving?
Yes. Lapsed-donor alerts surface supporters whose giving pattern broke, and suggested-ask reports flag donors whose history suggests capacity for more — turning the development director's instinct into a systematic pipeline.
Can pledges be tracked against payments?
Yes. Every pledge records with its schedule, payments apply against it automatically, and unfulfilled pledges enter polite reminder sequences — closing the gap between what was promised and what arrived.
See the alumni & donor CRM in action
Book a 30-minute demo and we'll show you exactly how this would run at your school.
613os.com/demo · 305-954-7362 · yoni@613os.com