Sage Fundraising 100 Modules

The core Sage Fundraising 100 donor software donor software system offers a wide range of campaign and fundraising management tools. Add-on modules enable you to expand your fundraising efforts: you can create event plans and track registrations, develop a detailed system for donor recognition, devise a direct response campaign, and much, much more.

Core Sage Fundraising 100 Donor Software Modules 

Constituent Management — Capture unlimited constituent data. Contact information, demographics, and donor preferences are all stored in one easily accessible constituent view.

Campaign Management — Manage multiple, concurrent campaigns at the level of complexity that suits your organization. The snapshot provides a quick overview of where you are in your campaign.

Campaign Structures — Flexible campaign management structures let you view your campaign successes at a macro or micro level.

Attributes — Custom codes that let you track, query, and report on any data you need to maximize your constituent profiles.

Notes — Maintain detailed information about your constituents in notes. You can categorize notes for easy retrieval and attach external files to increase your knowledge of your constituents.

Relationships — Build profiles of your constituents by tracking their one-to-one relationships, including relationships between parents, children, and other family members.

Circles — Track complex relationships between groups of constituents by creating a circle. The financial reporting option lets you view the total giving made by members of the circle.

Gift and Pledge Processing — Quick Entry tools let you create custom data entry templates. Easily view detailed transaction histories for each constituent.

Payment Processing — Apply payments to multiple receivables and track payments made through any payment method. The Automatic Payment Application option streamlines the application of payments to receivables.

Tributes — Easily set up an honor or memorial donation for any individual or company and notify the appropriate party when the donation arrives. Use the standard forms interface to create tribute cards and notifications easily.

Project & Tasks (including Contact Management) — Provides comprehensive tools for prospecting, contact, and moves management. Create a simple list of tasks or a complex project consisting of many steps and tasks.

Workers and Prospects — Create relationships between your canvassers and the prospects they contact on your behalf. Create a direct one-to-one worker/prospect relationship or build a detailed hierarchy of campaign volunteers in a Campaign Team Structure.

IRS Tax Substantiation Letters and Revenue Canada Tax Receipting — Full receipting options that meet IRS and Revenue Canada standards. Output can be printed directly onto a form or merged to a form letter.

Grouping (Query Tool) — A powerful data mining tool that lets you create queries using any field in the system. Save a library of criteria selection statements that all users can easily insert into their groups. Transfer functionality lets you exchange groups with other Sage Fundraising 100 sites and with Sage Software support staff.

Adhoc Reporting — Use this drag-and-drop report writer to create custom reports and exports. Transfer functionality lets you exchange adhoc reports and exports with other Sage Fundraising 100 sites and with Sage Software support staff.

Job Queue Processing — Save time and system resources on your desktop by submitting large print jobs to a queue that can process the job at a specific scheduled time from your desktop or from another computer.

Security — Secure your system with comprehensive security that you can create at the user, departmental, and global level.

Sponsor Sheets — Useful for fundraising events, like walkathons, where constituents raise money by having people sponsor them. Enter the totals from a participant’s sponsor sheet and then link individual donations to that participant.

Additional Modules

Awards — Define award classes, assign requirements and let the system reference your data to generate awards automatically.

Custom Fields — Help adapt your donor software to work like your organization. Define additional custom constituent fields in Sage Fundraising 100 and customize a view and edit form to display and capture this information.

Data Import — Import data directly from external sources. The import module works with a wide variety of source file formats so you can add or update data with ease.

Event Processing — Plan all aspects of an event, from registrations to expenses, and from agendas to seating arrangements. Event sessions let you track registrations and create seating plans for smaller breakout sessions within a larger event. The event snapshot provides fast access to event statistics.

Volunteer Management — Use this module in conjunction with the event manager to maintain a list the volunteers required for an event. Create tasks and shifts for each event, assign volunteers, and keep a record of the number of hours each volunteer worked at the event.

Solicitation Manager — Organize and track the activities associated with your direct marketing operations. Build a solicitation with a series of lists, selects, and packages. Add costs to all applicable levels of the solicitation to generate a detailed analysis of the gross and net earned per piece of mail.

Sage Endowment Management — Provides the tools to administer, view, and manage the details of complex endowment funds and donor relationships from a single system. This system can integrate with your Sage Fundraising 100 donor software or be operated as a stand-alone solution.

GL Interface — Campaign — Export your financial campaign data into your preferred accounting package using a process that is smooth and accurate. Customize the export for your specific needs or take advantage of the many Sage Fundraising 100 interfaces for off-the-shelf accounting software packages.

GL Interface — Endowment — Export your financial endowment data into your preferred accounting package using a process that is smooth and accurate. Customize the export for your specific needs or take advantage of the many Sage Fundraising 100 interfaces for off-the-shelf accounting software packages.

Membership Processing — For organizations that raise funds through membership, create membership definitions to track the cost, duration, and create rules for use of each membership type. Generate cards and renewal notices and use built-in utilities to lapse and mass renew memberships.

Pre-Authorized Payment Processing — Automates and streamlines fundraising by allowing your organization to process credit card and pre-authorized payments on a recurring basis.

VFP Report Writer Interface — Users with the appropriate technical expertise can lay out adhoc reports with the Visual FoxPro Report Writer directly.

SQL Server Activation — Lets your organization run Sage Fundraising 100 using the power of Microsoft Sequel Server Database as the backend database.

Enhanced WAN Support — Creates and maintains up-to-date local copies of the static files used to run Sage Fundraising 100 donor software, like executable files, reports, views, security task definitions, data dictionary and so on, to reduce traffic over the slow WAN link.

Static Copy Reporting Utility — Set up a static copy of the system and, if desired, have it refreshed automatically as part of nightly backup procedures. You can submit jobs (reports, exports, etc.) from the live system to run against this static copy, reducing the workload on the live system and allowing users to run financial comparison reports without worrying about differences introduced by the ongoing data entry between and during report runs.

Address Verification and Correction — A dedicated tool to maintain the accuracy of address information through monthly change of address updates via the CorrectDATA Service Center, a division of Sage Software Nonprofit Solutions, with a subscription to the CorrectAddress service, or through other third-party vendors. This functionality is now available for U.S. addresses only.

Grants Management — With Sage Fundraising 100 donor software, track grant information from the initial request, through the various approval steps, and, finally, to the disbursement of money to an external grantee, if approved. Grantees include both individual and corporate constituents. If you use both the campaign and donor database systems you can pay disbursements from both campaign sources and endowment funds.