Fundraising Overview

FUND E-Z Fundraising Solution
Fundraising made easy. Get started right away with easy import features. Instantly improve relationships between your team and your constituents. Track campaigns, appeals, and sub-appeals. Print budgets by integrating to FUND E-Z Accounting – no double-work.

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Easy-to-use fundraising software
  • FUND E-Z makes it simple to organize donors, gifts and pledges.
  • Import donors, gifts and pledges from Excel or from text files.
  • Share active tasks among team members.
  • One-click address block merges.
  • Each user can define a custom quick access menu.
  • 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.
Tracking & Management
  • 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.
  • Print budgets by event, for any period, with variances and goal results.
Customization & Reporting
  • 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.
G/L Integration
FUND E-Z Fund Raising Software can be fully integrated with FUND E-Z Fund Accounting Software. Fund raising gifts and pledges integrate seamlessly with FUND E-Z Accounting in full detail. Learn more…
Implementation & Support
Our consultants will work with you to formulate a game plan in implementing our product. We also provide you with a support hotline for quick access to help or when you have a question.