Easy-to-use fund raising software
- FUND E-Z makes it simple to organize donors, gifts and
pledges.
- Track households and their members, including aggregate giving
history for all household members.
- Charge gifts to campaigns, appeals, and sub-appeals.
- Matching gift functions notify, remind and organize gifts from affiliated donors.
- Mail merge letters and emails with auto-tracking of mailings performed.
- User-defined giving levels are auto-updated on each donor’s record as gifts are recorded.
- Record donor interactions for every type of donor contact, including tasks assigned to
internal development staff.
- Mail at the household level, or to each individual donor.
- Create ‘Views’ for reporting, or as a targeted list for letters, emails, or labels.
- Fund raising gifts and pledges integrate seamlessly with FUND E-Z Accounting in full detail.
- Print budgets by event, for any period, with variances and goal results.
- Import donors, gifts and pledges from Excel or from text files.
- Create up to 20 custom donor fields using pull-down, yes/no, text and date controls.
- Available in single, two, three, five, and unlimited user packs, which control simultaneous
access on local and wide area networks.
- Many flexible pre-designed reports are just a few clicks away.
- Create and save custom reports that pivot, sort, subtotal and group by any fund raising data field,
and contain user defined columns and filters.
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| Software support can be the most important aspect of a successful implementation. |
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