Donor Management & Fundraising

 PRIVATE DONORS (Individuals)

• Add unlimited names, addresses and other demographic information
• Indicate who referred donor to your organization
• Modify and delete donor records
• Add information about each family member (mobile phone #’s, email addresses, birth dates, employer or school, special interests, etc)
• Indicate if family member is a child
• Include a photo of the donor
• Indicate contact preferences and special requests (e.g.,, do not call)
• Enter salutation for letters
• Track subscribers or members of your organization by start date and/or expiration date
• Indicate subscription or membership level
• Generate about-to-expire membership reports
• Write unlimited notes about each interaction with a donor
• Apply cash, in-kind and pledge transactions
• Merge donations made by spouses
• Assign representatives of your organization to a donor
• Create and manage mail and email lists
• Send email to one donor or to a group of donors
• Indicate current status of each donor and donor family member
• Assign up to 3 keywords (user-defined data fields) to each donor
• Maintain year-to-year historical records for each donor
• Generate dozens of reports
• Query donor records
• Export donor records to MS Word (mail merge), MS Excel or to an ASCII tab-delimited text file
• Track the date donor record was added and by whom
• Track the date donor record was last updated and by whom
• Import names and addresses from a MS Excel spreadsheet

PUBLIC DONORS (Companies, Foundations, Nonprofit and For Profit Organizations, Institutions, Government Agencies)

• Add unlimited business names, addresses and other demographic information
• Indicate who referred the company or contact to your organization
• Indicate business type
• Indicate if business is part of a group (e.g.,, General Electric or a supermarket chain)
• Modify and delete company records
• Add unlimited contact names, phone numbers and email addresses
• Indicate area of responsibility for each contact
• Find contacts for specific companies by area of responsibility, position or status
• Indicate contact preferences and special requests (e.g., do not send mail)
• Track subscribers or members of your organization by start date and/or expiration date
• Indicate subscription or membership level
• Generate about-to-expire membership reports
• Write unlimited notes about each interaction with company employees
• Apply cash, in-kind and pledge transactions
• Assign representatives of your organization to the company
• Create and manage mail and email lists
• Send email to one contact within a company or to a group of contacts
• Indicate current status
• Assign up to 3 keywords (user-defined data fields) to each company
• Maintain year-to-year historical records for each company
• Generate dozens of reports
• Query company records
• Export company and company contact records to MS Word (mail merge), MS Excel or to an ASCII tab-delimited text file
• Track the date company record was added and by whom
• Track the date company record was last updated and by whom
• Import names and addresses from a MS Excel spreadsheet

TRANSACTIONS (Cash Donations, Gifts and Services, Endowments, Pledges, etc.)

• Apply transactions to private and public donors
• Allocate gifts to separate campaigns or events
• Modify and delete transactions
• Enter split, or segmented, transactions
• Link split, or segmented, transactions with a reference number
• Designate gifts as matching, memorials, or anonymous
• Print thank you letter and/or receipt when the transaction is entered
• Customize salutation for thank you letter
• Link pledges and pledge payments with a reference number
• Indicate tax-deductible portion of a donation
• Indicate fair-market value of in-kind gifts
• Track transactions by type and payment method
• Enter notes regarding the transaction
• Produce reports for one or more donors
• Select a report format
• Sort report by name, date, amount, pledge amount, or fair-market value
• Produce reports for specific events and activities or programs and classes
• Produce goal comparison reports
• Produce pledge reports - pledges due, pledges paid
• Forecast income
• Query transactions by any field in the transaction data entry form
• Export transaction records to MS Word (mail merge), MS Excel or to an ASCII tab-delimited text file
• Track the date transaction record was added and by whom
• Track the date transaction record was last updated and by whom

REPORTS

• Generate LYBUNT and SYBUNT reports
• Find out who bought tickets to last year’s event, but not this year’s
• View reports in preview mode
• Publish any report in MS Word
• Email any report as an attachment
• Change margins or page format to fit your printer
• Select formatting options for reports that are as complete or as streamlined as needed
• Set the parameters of reports by selecting from a number of options
• Produce reports for one record, all records, or selected records

EVENTS (Income-producing activities) 

• Define each event or income-producing activity
• Assign a financial goal
• Generate goal comparison reports (how much the organization has earned and how much needs to be earned to attain its financial goal)
• Enter contact information for event coordinator(s)
• Enter ticket or item price and the tax-deductible amount of each ticket or item purchased
• Create a task or to-do list for each event
• Query the event task list by date, event or item
• Identify all donors – private and public – who participated in the event
• Track the number of hours each volunteer worked on the event (requires the Volunteer Module add-on)
• Export event transaction records or task records to MS Word (mail merge), MS Excel or to an ASCII tab-delimited text file

 LISTS (Mail, Email, Phone, Distribution) 

• Create unlimited lists
• Indicate list type (mail, email or phone)
• Modify and delete list records
• Combine donors (private and public), volunteers and program participants into a single list
• View recipients of each list
• Add and remove recipients from a list
• Send group email to everyone on the list
• Generate dozens of reports
• Export list records to MS Word (mail merge), to MS Excel, or to an ASCII tab-delimited text file
• Track the date list was created and by whom
• Track the date list was last updated and by whom

 SEND EMAIL 

• Send email to individuals or groups
• Send email to everyone on an email list
• Maintain address books for separate categories of recipients
• Select names from multiple address books for email messages
• Automatically remove duplicate email addresses
• Honor donor requests to not receive email from your organization by automatically excluding their email address

 MAILING LABELS

• Print mailing labels for anyone with a complete address
• Print mailing labels 2-across or 3-across
• Sort mailing labels alphabetically or in zip code order
• Automatically remove duplicate mail labels
• Honor donor requests to not receive mail from your organization by automatically excluding their name and address

 CALENDAR 

• Add entries (meetings, phone calls, to-do items, pledge due dates) to the calendar as a single or recurring item
• Assign tasks to one or more representatives of your organization
• Indicate which tasks to note when completed
• Link calendar entries to a private donor or a company
• Indicate if calendar entry is associated with an event or a program
• Modify or delete calendar entries
• Identify past due tasks
• Identify completed tasks
• Create pledge reminder and due date entries
• Generate dozens of reports
• Assign up to 3 keywords (user-defined data fields) to each calendar entry
• Query calendar entry records
• Export participant records to MS Word (mail merge), to MS Excel, or to an ASCII tab-delimited text file
• Track the date calendar entry was created and by whom
• Track the date calendar entry was last updated and by whom

SECURITY (Users)

• Assign a unique user ID and password to each user
• Set permissions by functionality (e.g., user can add and modify a donor record, but cannot delete it)
• Indicate user category (e.g., staff or volunteer)
• Indicate user’s status – active or inactive
• Modify and delete users
• Track the date user record was added and by whom
• Track the date user record was last updated and by whom
• Generate user report with or without passwords
• Each user can change his/her password anytime
• Each user can select screen color options

QUERIES (Lookup)

• Find records and groups of records by selecting a set of data values, query parameters and options
• Refine the query by adding or removing records
• Generate reports and/or mailing labels for the record set found
• Add the names of the records found to an existing list
• Export the record set to MS Word (mail merge), or MS Excel or to an ASCII tab-delimited text file
• Send an email to everyone in the record set who has an email address
• Display the record set as a list, or view complete information on each record found

 OTHER

• Use the Global Search feature to find a specific name, word or phrase
• Adjust forms to fit your screen
• Automatically email Customer Service by clicking on the Contact Us icon
• Easily access, and print selections from, the built-in Help book

Volunteer Management Functionality List

Program Management Functionality List

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