Back to Updates2025 State of the Platform
This year, we kept our promise of kaizen—continuous improvement—while delivering something truly transformative: the ability to capture authentic voices directly from the people your philanthropy impacts. We’ve made our platform smarter, more connected, and fundamentally changed how advancement teams gather and share stories.
The Big Reveal: Surveyor Changed Everything
Remember that cryptic tease from last year about revolutionizing how “story” is gathered and shared? On June 27, we launched Surveyor (officially the Survey Module)—our biggest platform enhancement since the 2023 rebuild.
Here’s what makes it game-changing: authentic voices from students, faculty, clinicians, and grateful patients now flow directly into your stewardship reports and cultivation materials. No more chasing down content. No more generic impact statements. Just real stories from real people, automatically integrated into your donor communications.
The response has been remarkable. Our clients are using Surveyor to solve three critical challenges that have plagued advancement offices for decades: capturing authentic beneficiary voices, eliminating the friction between content collection and report creation, and maintaining editorial control while scaling personalization. One advancement professional told us Surveyor alone justified their entire Ovrture investment—music to our ears.
Building The Connected Advancement Office
While Surveyor grabbed the headlines, we quietly transformed Ovrture into the hub of your advancement technology ecosystem:
SOC 2 Type 2 Certified (February 2025): We didn’t just achieve certification—we built a culture of security. Our Drata-based Trust Center provides complete transparency, and our audited controls ensure your donor data remains protected at every step. This wasn’t just about checking a box; it was about earning and keeping your trust.
Doubling Down on CRM Integration: We delivered on our promise to break down data silos by deploying the following connectors:
- Salesforce Integration (July): Every donor interaction now automatically syncs—no manual entry, no missed touchpoints. Additionally, this will serve as the key foundation for connections to Affinaquest and Kindsight/Ascend.
- BrightVine Solutions Partnership (April): Direct Blackbaud CRM connection via DataLink at no additional cost to clients
AI Content Assistant (August): We brought artificial intelligence into your workflow without the risk. Through our partnership with Anthropic, we deliver intelligent proofreading and content generation with enterprise-grade security. Your data is never used for training, and everything is automatically deleted after 30 days. It’s AI that works for you, not on you.
Interactions Feature (April): We transformed one-way reports into two-way conversations. Donors can now provide feedback, answer questions, and engage directly through your sites and reports. Combined with Surveyor, this creates a complete feedback loop that strengthens every donor relationship.
Looking Ahead: The AI Revolution
Here’s where things get really exciting. While 2025 brought AI assistance to Ovrture, 2026 will bring AI transformation. We’re not talking about simple content suggestions—we’re building deep AI integration that will generate entire personalized sites, automate report customization, and shift your team from manual workflows to AI-powered processes with human oversight.
Before year’s end, we’ll also launch a completely reimagined approach to managing assets and content panels that will eliminate even more friction from your daily workflow. Think of it as the operational efficiency upgrade that makes everything else possible.
Still Kaizen After All These Years
Some might call 2025 a “breakthrough year” given everything we delivered. But to us, it represents exactly what we promised: thoughtful, incremental improvements that compound into transformative change. Every enhancement—from Surveyor to Salesforce, from AI assistance to SOC 2 certification—emerged from your feedback and our shared vision for what donor engagement should be.
Our team remains tight-knit, mission-focused, and genuinely excited about what we’re building together. We’re not just stable; we’re energized by the impact our platform enables across the philanthropic sector. When we see a client use Surveyor to capture a grateful patient’s story that leads to a transformational gift, or watch Interactions turn a passive donor into an engaged partner, we’re reminded why we do this work.
Standing With Our Partners Through This Journey
We’ve never been more proud to serve the advancement community. We know nonprofits are navigating a rapidly evolving landscape with remarkable grace and creativity. Yes, the sector faces real challenges—shifting demographics, resource constraints, and the need to connect with donors in new ways. But what we see daily is far from dire: it’s inspiring.
You’re rewriting the playbook on donor engagement. You’re finding authentic voices and stories that matter. You’re building genuine connections in a digital world. And you’re doing it all while maintaining the personal touch that makes philanthropy meaningful. Every day, we witness advancement professionals turning constraints into creativity, challenges into opportunities.
To every advancement professional: we see you. The long hours you invest, the relationships you carefully nurture, the impact you create—it all matters. We’re not just your technology provider; we’re your partner in this mission. Together, we’re building something bigger than software or systems. We’re strengthening the culture of philanthropy that transforms lives and communities. Thank you for letting us be part of your journey.
Thank You
To our amazing clients who push us to be better every day: thank you. Your feedback shaped every feature we delivered this year. Your success stories fuel our innovation. Your trust in our team, our technology, and our vision makes everything possible.
To those considering Ovrture: we’ve never been more confident in our platform’s ability to transform how you engage major donors. With Surveyor capturing authentic stories, AI accelerating content creation, and seamless CRM integrations connecting every touchpoint, we’re not just offering donor software—we’re offering a fundamentally better way to build philanthropic relationships.
As we close 2025, I’m filled with gratitude for what we’ve accomplished and genuine excitement for what’s ahead. The foundation is stronger than ever. The roadmap is clear. And most importantly, we have the right team and the right clients to make it happen.
Here’s to continuous improvement, transformative innovation, and—always—delighting your donors.
Kaizen,
Chris Snavely
Managing Partner
P.S. Want to see Surveyor in action? Curious about our AI roadmap? Ready to connect your CRM? Schedule a demo—we’d love to show you what’s possible.
CHRIS SNAVELY
Managing Partner
CHRIS SNAVELY
Managing Partner
Chris leads the Ovrture team in building, maintaining, and enhancing the platform. He also works directly with clients to build systems, drive adoption, and conceive of new use cases. Believing that the application of new thinking is what drives the world forward, Chris takes great pride in bringing a far more efficient and modern approach to the “digital advancement office.”
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