Stratly is an all-in-one fundraising platform built for nonprofits of all shapes and sizes. Our tools help charities and non-profits run faster, raise more, and intelligently chart their path at previously unimaginable pricing. Our approach is to streamline every stage of the fundraising cycle in one platform from start to finish. We're here to help you raise more, execute, measure and scale your fundraising activities.

No. We welcome all fundraising activities from a variety groups, causes, and many non-charitable status organizations.

Yes. Stratly’s Payment Services deposit funds into your bank (or banks) of choice.

Stratly’s Payment Service is currently able to integrate with the following gateways/merchant services:

TD Bank Canada Merchant Services
First Data
Bambora, formerly Beamstream
WePay

Stratly disburses funds directly into your organization's designated bank account. We combine daily payments/gifts from Visa, MasterCard, Discover, American Express, and Maestro (where accepted) into one or multiple deposits. Transaction fees are subtracted, and net funds are deposited into your organization's bank account. Inside the Stratly solution, the dashboard will display the full amount of the donations or payments.
You can choose a deposit schedule from the below options:

• Daily deposit with three-day settlement lag
• Weekly deposit with three-day settlement lag
• Monthly deposit three-day settlement lag

Yes. Many of our existing clients have multiple locations in different cities, states, or provinces, and with different bank accounts to go with each location. You may set up as many location accounts as you need.

Donations can be made from a list of over 135+ countries and currencies. With Stratly Payment Services, you can accept online payments from anywhere around the world when your supporters use Visa, MasterCard, American Express, Discover, Diners Club International®, or Maestro; they will see the charge in their local currency.

At this time, our services are available to entities in Canada, the United States, and the United Kingdom.

Stratly offers five pricing plans:

Launch
Grow
Engage
Impact
Empower.

Whether you're just starting out, growing your nonprofit, or are an already established organization working in different cities, states and countries, we have plans designed to fit your needs. Explore each plan type to determine which one is best for you and your organization. Our plans and pricing are based on features and include unlimited users along with a generous set of records built for nonprofits of all shapes and sizes.

Stratly has a simple combined fee of 2.9% + $0.30 per transaction or donation. When you use Stratly, you will raise more and keep more money than with any other provider.

No! We don’t have any setup fees or other hidden fees.

Yes, however, you will have to pay additional subscription fees to upgrade your plan. Contact us if you’d like to proceed.

A downgrade can only be executed upon renewal since all plans are billed annually. If you downgrade, your setup will remain the same; however, you may lose access to a few features. Please review our subscription plans to see the breakdown of what each plan entails. Contact us if you’d like to proceed.

You can start, stop, or make changes to your plan at any time, but note that refunds are not given for cancellation or downgrades since all plans are billed annually. Contact us if you’d like to proceed.

No. We are not planning to remove any of our legacy plans from existing customers.

Yes! When you sign up for one of our plans, you will never have to change it unless you want to.

Yes. New features that are added to the corresponding current plan of your legacy plan will also be added to your plan.

No. All of our products are cloud based, so you can just login and use them from any computer with internet service. The other great thing is that we are constantly making improvements to our products, and you will have access to all improvements in real time (and they’re free).

An overview of compatibility with browsers and device operating systems is provided below. For optimal experience, we recommend you use the Stratly Fundraising Platform on one of the following browsers on your desktop, smartphone, tablet, or other device.

‍Web Interface Requirements
‍We recommend you use the latest available version of your chosen browser:
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• Google Chrome
• Apple Safari (Mac)
• Mozilla Firefox
• Microsoft Edge or Internet Explorer 11 or greater

Device operating system

• Microsoft Windows Mobile 8.1 or greater with Internet Explorer 11
• Google Android 4.1 or greater with Chrome for Android
• Apple IOS7, IOS8, or IOS9 with Safari

‍Workstation Requirements
‍Operating system

• Microsoft Windows 7, SP1; Windows 8.1; or Windows 10
• Apple MAC OS X
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*Please note these system requirements are subject to change. Any update to the system requirements will be available within the user guide.

• Go to Stratly.com > Click on the button labeled Sign Up.
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• This will take you to our sign-up page.
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• Fill out the form and click send.
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• Once you hit send, an email with the requirements will be sent to you and one of our Onboarding Specialists will be in touch with you.

• Click on the button

• This will take you to our scheduling page where you can select the length of your demo along with the date and time for the meeting from a list of presets as shown below.

• Once you select your time slot, you will be prompted to enter some personal information required for us to schedule this demo.

• After booking the demo, you will receive a confirmation email with the date and time you chose. You will also receive reminder emails 1 day and 1 hour before your demo.

Yes! Once you sign-up, an Onboarding Specialist will be in touch to provide you with an onboarding roadmap. This roadmap includes:

Discovery Call, Order Form, and Agreements

• Discovery Call: Identifies the client’s requirements and timeline.

• Order Form: Outlines the fees and terms quoted to the client.

• Solution Agreement: Provides a description of the services provided along with the general terms and conditions.

Tasks and Deliverables
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• Migration Schedule: For clients who currently have data stored on a different solution and would like to migrate their data to Stratly.

• Training: Online or in-person training.

Go to Stratly.com and click on Login in the navigation bar.

Enter your credentials into the sign in form and login.

• Go to Stratly.com. Click on Login.

• Click on the link labeled Forgot your password? Everyone does.

• This will take you to the password reset page shown in the figure below. Here, you can enter your organization name and email so that we can send you a password reset link.

• Please make sure to check your spam/junk mail if you have not received the password reset link within a few minutes.

Login

Go to Settings > Resources > User Guide

All plans come with 2 training sessions. Each session is tailored to your organization and can be scheduled up to two days in advance. We’ll work with you to devise the perfect curriculum and hands-on exercises so that when we conclude, your employees are confident in both the system and their ability to use it.

These are web-based recorded training that are available to all of our clients for viewing free of charge. They offer a great way to catch up on trainings that you missed, or view trainings in smaller increments.

Our personalized web-based training allows you to work with an Onboarding Specialist to set an agenda specific to your system or task-oriented and training needs. Your organization can benefit from personalized training that uses your own data or sample data to cover topics important to you. Private remote training is sold and delivered during business hours. Sessions are tailored to the stated objectives of the learner.

On-site training brings your training and Onboarding Specialist to you! Your Onboarding Specialist will work with you to create a training agenda to get your whole staff up to speed on how your organization uses our platform.

Data migration is simply moving all your constituent related data from your existing systems to Stratly. Converting data from your existing platform can be complex and difficult to navigate. Our migration uses a standard process that maps your existing data to a best practice configuration within Stratly’s platform that is easily modified to fit your needs.

Yes! Your data can be migrated to Stratly. Your Onboarding Specialist will create a comprehensive plan for this migration and will also provide updates to track your progress.

The following types of data are available for import into the Stratly platform:

• Account data such as constituent name, codes and contact information, relationships, and attributes.
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• Donation data such as recurring, one-time gifts, donation amounts, dates, campaigns, funds, appeals, and payment methods.
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• Event registration data such as event registration dates and amounts.
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• Pledge data such as recurring, one-time gifts, installment and payment information.
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• Membership data such as membership level, cost, start date, and end date.

None. We help you identify the data migration process and guide you along the way. For further information, refer to the steps under the topic, “How does data migration work?”

There are four steps:

Mapping and Analysis
To get started, we use a recent backup of your data to create a data dictionary and analysis file. From here we apply our standard map for the Stratly platform and modify as required to match your needs. We’ll review your campaigns, attributes, phone types, constituent codes and more to transform and optimize these old codes into valuable information.

Cleaning and Duplications (Deduping)
Prior to importing your legacy data, we'll clean it, standardize the addresses, and dedupe your records (remove any duplications). This best practice approach gives you better insight into what the final result will be and provides more accurate data for your review and validation.

Initial Load and Validation
With your old data cleaned, deduped (duplicate records removed) and with a transformation plan in hand, we'll perform an initial full load into Stratly’s platform. Your team will then have a chance to review the result and experience hands-on what Stratly can do for your data.

Final Load
Now it's time to make the switch. We'll work with your team to plan and prepare, then take another final backup of your existing platform data and populate Stratly. With your data successfully migrated, it's go time!

Our state-of-the-art cryptographic algorithms are used during data transmission (HTTPS with RSA 2048 bit key and SHA 256 certificate) and in our databases (AES 256 encryption with unique per-row keys). Our servers are kept in PCI and SSAE16 certified data centers with 24/7 monitoring.

The PCI DSS certification process is designed to protect your sensitive data. Our processing partners are a certified Level 1 PCI Compliant Service Provider (the highest level), which requires an annual independent security audit of our processes and systems. We test our system daily (manually and automatically) to ensure security.

We will monitor performance indicators on the systems and network infrastructure to gauge the overall performance of hosting and will take reasonable steps to address systems and network infrastructure as required to maintain application performance. We will use an internal system to measure whether hosting is available, and you agree that this system will be the sole basis for resolution of any dispute that may arise between us regarding the availability.

We commit that the production version of the software in the hosting environment will be available at least 99.9% of the time (calculated on a monthly basis and excludes maintenance as stated above). Should you experience a disruption please notify us as soon as possible. To be eligible for a service credit, the average availability for the entire prior month must drop below 99.7% and you must notify us within 30 days of the end of that month so that we can investigate the issue. We will use our tools to measure and confirm any reported unavailability.

Upon timely notice of unavailability that qualifies for a credit, we will credit your next invoice as follows:

Monthly Uptime

<99.7% = 10% discount
<99.5% = 20% discount
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You own your data, your confidential information and any artwork, logos, trade names, and trademarks that you provide to Stratly (“Your Data”). In order for Stratly to provide Solutions, you grant to Stratly and its suppliers a nonexclusive, fully paid-up license to use, reproduce, store, modify, and display your Data.

Stratly may aggregate benchmarking results of your use of our Solutions with results of other customers’ usage and use and disclose such results on an anonymized basis for any purpose provided. We do not individually identify you, your confidential information, or your use of Solutions.

Canadian clients data is stored in Montreal, Quebec

United States clients data is stored in Atlanta, Georgia

United Kingdom clients data is stored in Birmingham, United Kingdom

Your privacy is important to Stratly so, we’ve developed a Privacy Policy that covers how we collect, use, disclose, transfer, and store your information. Please take a moment to familiarize yourself with our privacy practices and let us know if you have any questions.

Click here to review the Privacy Policy

Email us at info@stratly.com

Stratly Inc. reserves the right, at its sole discretion, to change, modify, add or remove portions of these Terms of Use, at any time. It is your responsibility to check these Terms of Use periodically for changes. Your continued use of the Site following the posting of changes will mean that you accept and agree to the changes. As long as you comply with these Terms of Use, Stratly grants you a personal, non-exclusive, non-transferable, limited privilege to enter and use the Site.

Please take a moment to familiarize yourself with our Terms of Use and let us know if you have any questions.

Click here to review the Terms of Use
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Email us at info@stratly.com

• Send us a note using our 'Contact Us' page and we'll get back to you as quickly as we can

• Call us at 1-800-857-3102 . We are available to chat weekdays from 9a.m. to 5p.m. Eastern Standard Time Zone

• If you are an organization and would like a demo of the product, please click the 'Book a Demo' button in the navigation above.