Track Donors and Their Attributes

• Donor type identifies individuals, corporations, foundations and other institutions.
• Unlimited number of addresses per donor with selection control for mailings.
• No limit on the number of salutation types and salutations.
• Track families, gender, marital status and occupations.
• Donors can be mutually exclusive group members.
• Cross reference field allows 50 non-validated searchable attributes per donor.
• Tag donors temporarily to facilitate complex queries across unrelated groups.
• Update membership dates and expiration dates as well as birth dates.

Track Donations and Other Donor Activities

• Use donation type to identify the intention of the donor and to track restrictions.
• Charge event codes with defaults for pledge receivable and revenue accounts.
• Track 50 non-validated searchable event sub-codes on donations.
• Assign responsible solicitors and benefiting sponsors on donation records.
• G/L chart of accounts is available for use on donations and defaults from event code.
• Run G/L integration to record accounting entries for fund raising activity by batch, date or event.
• Instantly merge a letter or label from any donation record.
• Search, sort and calculate donation totals directly from the gift/donations screen.

Track Pledges and Pledge Receivable Balances

• Use pledge type to identify the intention of the donor and to track restrictions.
• Charge event codes with defaults for pledge receivable and revenue accounts.
• Track 50 non-validated searchable event sub-codes on pledges.
• Assign responsible solicitors and benefiting sponsors on pledge records.
• G/L chart of accounts is available for use and defaults from the event code.
• Run G/L integration to record accounting entries for pledge activity by batch, date or event.
• Instantly merge a letter or label from any pledge record.
• Search, sort and calculate pledge totals directly from the pledge screen.