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.
|
| The Data Access Component is an add-in product that offers users additional ways to customize reports. |
read more |
|