New User

New to Ali CRM? Learn about the types of access and how to request access from the foundation.

image of circle with constituents label

Constituent access

Manage relationships with alumni, donors and friends
  • Constituent records
  • contact information
  • relationships
  • education
  • interactions
  • communications
  • alumni engagement
  • recognition programs
  • foundation liaison, if applicable
  • Events
  • dates, events calendar
  • coordinator, champion
  • invitations
  • invitees, registrants, attendees

Dual Access

constituent + NUFFO access
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  • Access to Both
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Circle graphic with gift and NUFFO label

NUFFO Access*

Manage foundation funds
  • Fund Information
  • fund balances
  • recent transactions
  • spending criteria
  • spending authority
  • Donor Information
  • send thank you letters for gifts
  • Reporting Features

Processing time is two weeks minimum and may take longer during busy seasons.