Industry-Leading Vision.
Future-Proofed Technology.
Unparalleled Performance.

What We Do

Affinaquest provides advancement software and services to education
and healthcare institutions through advanced CRM technology and the most experienced team in the industry.

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Appeals Management

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Constituent Portal

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Gift Processing

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Campaign Management

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Volunteer Management

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Prospect Management

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Reporting and Analytics

Fundraising Built for Your Constituents First

Improve fundraising. Build stronger relationships.
Uphold the standards of your institution.

Built on

You will never be stuck with outdated software. As new capabilities come out, you can take advantage of them immediately.

Easy integrations

Public-facing APIs connect Affinaquest to your other campus systems with ease.

Extensible ecosystem

Our foundation on the Salesforce platform makes it simple to leverage a seamless group of configurable products to expand overall functionality.

Proven stability

Affinaquest offers a future-proofed product, established user group, and clear upgrade paths.

Cutting-edge capabilities

A wide range of extensions and add-ons allow you to customize your system based on your needs.

Strong key metrics

Reduce report writing time, improve adoption, and process gifts up to 25% faster with fewer errors.

Core Advancement

The unique information you need to meet
your fundraising goals.

  • Biographic and Demographic Information
  • Prospect Management
  • Gift Processing
  • Campaign Management
  • Reporting, Analytics, and Business Intelligence
  • Volunteer and Membership Management

Constituent Engagement

With Salesforce platform, we are your “one-stop-shop”
for constituent management applications.

  • Events Management
  • Online Giving
  • Communities
  • Email Marketing

Analytics and BI

From traditional reporting tools to sophisticated
predictive analytics, consume data through:

  • Traditional Reporting
  • Salesforce Reporting
  • Granular and Multi-Variable Analysis
  • Machine Learning

Data Enrichment

Embed tool you use most frequently
to enhance and enrich your data.

  • Wealth Screen & Address Updates
  • Matching Gifts
  • Mapping
  • Dynamic Profile Enrichment

Why We Are Different

While our software is powerful, our secret sauce is our people.

average years of experience in building advancement applications

commitment to
our customers

We are a part of
your community


Dependable Data

Fundraising Team Alignment

Greater Accountability

Increased Prospect Visibility

Seamless Donor Management

Recognition and Support of Advancement Professionals

Increased Program Visibility

Want to See Affinaquest in Action?

We make fundraising easier with cutting-edge software
and industry experts who always put our customers first.

We Love Our Customers

University of California, Irvine advances their
operations with the help of Affinaquest.

The integrated, single-source data stream of Salesforce and Affinaquest simplified the workflow and allowed us to quickly make an agile transition to a fully remote office.

We Love Our Customers

Wesleyan University advances their
operations with the help of Affinaquest.

The most important characteristic of our new system is that Advancement leadership is recognizing the value of this technology. From data transparency to administrative efficiencies, we are trending in the right direction in every area.

We Love Our Customers

Georgetown University advances their
operations with the help of Affinaquest.

With Affinaquest SmartBatch, we’ve increased upfront speed and decreased our back-end auditing challenges. Reducing errors and increasing speed has been one of the great features of Affinaquest.


What’s Next For Affinaquest?

At Affinaquest, our vision is a world where nothing stands between generosity and the pursuit of knowledge. In helping our customers connect…

SSB Acquires Affinaquest to Deliver Transformative Advancement Software Solution for Higher Education

Acquisition brings leading advancement software, Affinaquest, together with SSB’s suite of donor data management and matching gift offerings. Denver, CO (June 7,…

Online Giving Environment
Open for (Online) Donations: 10 Best Practices for Your Online Giving Environment

  It’s no secret that relationships are foundational to fundraising. What the pandemic revealed is that donors can be effectively engaged online…


When it comes to donor management and advancement,

we’ve got a leg up on the competition.