Development of a Cross-Platform Mobile Application for Planned Gift Management and Fundraising Engagement

The organization’s legacy planned giving application, developed on outdated technologies, limits usability and accessibility, particularly on mobile devices. Its desktop-only design hampers adoption among a demographics increasingly using mobile platforms, leading to lower user engagement and limited reach. The organization needs a modern, device-agnostic solution that enhances usability, responsiveness, and security to improve donor interaction and operational efficiency.

A mid-sized non-profit organization specializing in charitable fundraising and donor engagement, seeking to modernize its planned giving tools and increase mobile engagement with donors and financial advisors.

• Increase user adoption and engagement among existing and new users through a modern, intuitive interface.
• Expand access to planned giving tools across multiple devices, including smartphones and tablets, to facilitate on-the-go usage.
• Reduce development and maintenance costs by implementing a unified codebase compatible across platforms.
• Enable rich, interactive reporting and calculations to support financial advisors and donors effectively.
• Encapsulate core business logic within secure web services to protect intellectual property and ensure data integrity.
• Improve overall user satisfaction and operational efficiency, contributing to increased market share and donor retention.

• Cross-platform support for Android and iOS tablets and smartphones.
• Responsive single-page application design with preloaded functionality for fast response times.
• Intuitive user interface tailored for mature users with simplified navigation.
• Interactive reporting features with adhoc capabilities, enabling detailed analysis and customization.
• Secure encapsulation of business logic within web services to preserve data integrity and IP protection.
• Visual wireframing and user behavior insights during design phase to optimize UI/UX.
• Automated functional testing to ensure consistent performance and usability across devices.

• Business logic web services to handle calculations, data management, and proposal generation
• Reporting engines for interactive and ad hoc reporting on mobile and web platforms

• Responsive performance with near desktop-level response times, leveraging preloaded functionalities
• Secure data handling with encapsulated business logic and web services
• Cross-device compatibility to ensure uniform user experience
• High availability and scalability to accommodate increasing user base and demand
• Usability tested to ensure intuitive navigation, especially for mature audiences

The implementation of a device-agnostic, user-friendly mobile application is expected to significantly increase user adoption and engagement, enabling donors and financial advisors to access and utilize planned giving tools more effectively. It aims to boost market share, improve operational efficiency, and foster stronger donor relationships. Based on previous similar initiatives, expected outcomes include a 35-45% reduction in development costs due to a unified codebase and automated testing, along with faster onboarding and higher satisfaction among existing users.