Donor Data

• Track individuals and organizations, households and their members and employer/employee relationships.
• Enter unlimited addresses, phone numbers, and emails for each donor, with user-defined mailing defaults.
• Track demographics such as gender, marital status, birth date, anniversary date, number of children, household role, solicitor, attributes, etc.
• Salutations and addressees are automatically generated with formal and informal choices for mailings.
• Create and track memberships, with automatic due dates reset upon renewal.
• Unlimited comment space is available for each donor.
• Record gifts in batches or from each donor’s giving history tab, which displays all gift activity in descending order.
• Interactions allow the user to track all donor communications, whether by phone or mail. You can also add a task or a note to direct an issue or concern to other users.
• Add donors to automatic mailing lists for repeating or one-time mailings.
• Classify donor using unlimited user-defined groups.
• Track other donor relationships such as friends, siblings, children, associates, affiliates, etc.

Gift/Pledge Data

• Manage gifts, pledges, pledge payments, and all activities associated with them.
• Split gifts and pledge amounts across multiple sub-appeals.
• Manages pledge payment schedules with real time balance due amounts by payment.
• Create campaigns with assigned funds and cost centers for budgeting and performance analysis.
• Full Appeal and sub-appeal tracking with overrides for funds and cost centers.
• Fully integrated with real-time updating to FUND E-Z accounting (no extra steps).
• Monitor matching gifts to send reminders, acknowledgements, and soft credits.
• Send soft credit acknowledgements (thank you notes) which include a reference to source gift details.
• Manage honoraria and memorials.
• Auto gift receipts feature assigns a unique gift number to each record, for compliance acknowledgements.
• Automatic giving levels are updated on the donor record as gifts are recorded.
• Auto-bump forward membership due dates, as dues are received.
• Search giving amounts and dates for custom reports, exports and mailings.