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TURN REPORTS INTO MEASURABLE IMPACT
Replace months of manual report-building with automated, personalized digital experiences.
Engage donors with interactive storytelling across email, text & digital.
Measure every open, read, and action with patented analytics.
THE COSTS OF THE STATUS QUO
For most advancement teams, reports still mean months of manual work: exporting data to spreadsheets, mail merges, printing, stuffing envelopes, and mailing one by one. When it's over, you still have zero visibility into whether donors received, opened, or read them.
Hours Per Report
Data collection, building, finalization, and mailing — per donor, per cycle. Across 500 reports, that's months of staff capacity consumed by production tasks.
Months to Deliver
Some institutions couldn't complete donor reports at all. The highly manual, unsustainable process stretches across multiple staff and still falls short of a personalized donor experience.
Engagement Visibility
Static printed reports offer no insight into delivery, opens, or engagement — leaving donor relationship strategy to guesswork and limiting your team's ability to improve.
The Estimated Annual Labor Cost for 500 Reports is between $45K and $115K per year.
Based on 3–8 hours per report × $28.85/hour average staff cost, plus ~$5/report in printing and postage.
Does not include errors, rework, or the strategic time lost to production tasks.
WHY IT MATTERS
The Stakes Have Never Been Higher
Since COVID-19, donor communication norms have shifted permanently. We now operate in a digital-first world where donors expect visual storytelling, instant mobile-friendly access, and personalized experiences. Teams need insights — not assumptions — about what resonates and inspires action.
Data-driven leaders are 6x more likely to gain competitive advantages & profitability.
74% of constituents state that their organization's digital platforms (websites, etc.) are outdated or difficult to navigate, leading to poor engagement.
WHAT IS A PURL?
THE NEXT ERA OF PERSONALIZED REPORTING
A PURL is a Personalized URL - a digital page that is uniquely personalized for a specific individual or purpose.
Unlike standard personalization that simply swaps a name, iFOLIO PURLs enable fully customized content: unique images, videos, entire blocks of content, fund-specific data, and giving paths - all generated automatically at scale.
Personalize reports for 10 donors or 10,000 with iFOLIO's proprietary PURL technology.
THE iFOLIO ADVANTAGE
MAXIMIZE RESULTS WITH UNLIMITED PERSONALIZATION
Move well beyond personalized email subject lines and first names.
Now every element of your report and the message to deliver it, can be personal.
Greetings, videos, blocks of content, references, points of price, financial reports, calls-to-action - all uniquely tailored for every recipient.
The result, Less digital fatigue, more delighted engagement.
Delivering relevant and personalized reports builds relationships and makes every PURL impossible to ignore!
Emails with personalized subject lines have 26% higher open rates than generic emails.
PURLS have 8x higher engagement than pdf or “hosted digital” reports.
iFOLIO RESULTS
Show the Impact. Prove the Results. Inspire Action.
Deliver a better experience for constituents, with real-time insight into engagement.
$4B+
In Fundraising Supported Across 23 Universities
52%
Average Increase in Customer Lifetime Value
40%
Increase in Engagement with Personalized Content
70%
Open Rate
Compared to Industry Avg. of 2% - 20%
HOW TO SCALE YOUR REPORTS
1. Customize Template for Content Order
2. Add Data Attributes for Personalization
3. Organize List to Match Personalization Fields
4. Test to Ensure Accuracy
5. Build & Send Campaigns
Deliver reports on-demand or schedule for a future send - via custom visual email or personalized text message. iFOLIO PURL Reports automatically update content based on field attributes and your campaign list to deliver unique experiences at scale.
Share 1-to-1, as a group, or in mass while retaining full personalization. Sensitive data is password-protected and encrypted at-rest and in-transit to ensure secure delivery.
Emails with personalized subject lines have 26% higher open rates than generic emails. iFOLIO makes personalization effortless across every touchpoint.
NEW! CONTACT360
Know Your Customer Individually
Contact360 enables you to know your customer based on their engagement and journeys across communications.
Game changing data helping marketing, accounts, and sales teams act faster and connect smarter.
LEARN MORE
iFOLIO streamlines content management with media libraries, creative tools, adaptive layouts, and reusable templates—making it easy to store, edit, scale, and optimize digital assets across devices.
iFOLIO Media Libraries allow you to store and tag content. All digital assets are converted with compression and CDN to allow for optimized image loading.
CRIMSON TIDE FOUNDATION AT THE UNIVERSITY OF ALABAMA
Modernizing endowment reporting by delivering highly personalized digital reports to 400+ donors.
"This is amazing! I can’t wait for our donors to receive them."
- Lindsey Blumenthal, Assistant Athletics Director, Operations and Stewardship, Crimson Tide Foundation
VIEW EXAMPLE
Annual reports were sent to 970+ donors, with an email open rate of 72%, and average time of 8 minutes!
"Our Annual Report was great!"
- Scott Bryant, Chief Executive Officer, Vice Chancellor for Development, University System of Georgia Foundation
VIEW EXAMPLE
FROM MONTHS OF MANUAL WORK TO DAYS OF MEASURABLE IMPACT.
See how iFOLIO transforms reports into personalized, automated, high-impact digital experiences - with full visibility into donor engagement from day one.
TRUSTED BY
University of Florida, Alabama Crimson Tide, Northeastern University, VCU MCV Foundation, Florida A&M. Kansas State, Henry Ford College, Clemson, University of Memphis, University System of Georgia Foundation, Savannah State University
already live on iFOLIO's PURLs engine.
950 East Paces Ferry Rd NE, Suite 1500, Atlanta, Georgia 30326
Phone: 470 - 223 - 4818, | Email: info@ifoliocloud.com