Tracking and reporting

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.