
Orion

DonorSnap
Transfer contacts, companies, activities, and more from Orion to DonorSnap. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to DonorSnap migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path

WealthTech platform for financial advisors
Orion Advisor Solutions is a comprehensive wealth technology platform that unifies portfolio management, financial planning, CRM, trading, and compliance tools for financial advisors. Following the acquisition of Redtail Technology, Orion offers the industry's most-adopted CRM deeply integrated with its full suite of advisor tools.
Industry's most-adopted CRM for financial advisors (via Redtail)

Donor management made easy
DonorSnap is an affordable nonprofit CRM and online donation platform founded in 2007. It provides comprehensive donor management tools for nonprofits of all sizes, including donation collection, donor communication, data analysis, and reporting, all designed for simplicity without requiring specialized technical training.
Affordable pricing starting at $39/month

"Donor management made easy"
DonorSnap is an affordable nonprofit CRM and online donation platform founded in 2007. It provides comprehensive donor management tools for nonprofits of all sizes, including donation collection, donor communication, data analysis, and reporting, all designed for simplicity without requiring specialized technical training.
Ideal for: Nonprofits seeking affordable, user-friendly donor management software without complex technical requirements.
Affordable pricing starting at $39/month
Easy-to-use interface
No technical expertise required
Comprehensive donor tracking and communication
Learn more at
donorsnap.com
See exactly which data objects transfer from Orion to DonorSnap


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to DonorSnap.
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Prefer email? talk@ambrstack.com