Donor Management
Develop and maintain profiles of your donors and contributors, track giving amounts and personal demographics, and target future requests.
Campaign Management Tools
Plan and manage simple appeals or simultaneous, multiple campaigns, target solicitations, and maximize the rate and level of your response. Access your campaign status online, and track and report on each activity’s cost-per-dollar-raised.
Gift and Pledge Tracking & Receipting
Track giving results with advanced gift and pledge management tools. Record and retain detailed information for all gift types and pledges.
Memberships Management
Profile each member and instantly access information regarding each constituent’s joining date, with whom they have relationships, and when they need to renew their membership. Track renewals, lapsed, and dropped members.
Fundraising Event Management
Plan, organize, and manage all aspects of fundraising events. Coordinate the event and activity planning, invitations and responses, registration and attendance, guest information, and seating.
Gift Matching
Identify possible matching gift opportunities and track relationships between employers and constituents to take advantage of all contributions.
Honor/Memory Notification (Tributes)
Track all gifts made in honor or memory of an individual. Use reporting capabilities that properly acknowledge the donor and honoree and notify the family members.
Contact Management
Maintain and track the status of your donor contacts including solicitations, invitations, and correspondence. Set reminders about upcoming proposal steps and deadlines.
Volunteer Management
Coordinate your volunteer work force using profiles to track preferred hours, availability, key skills, and interests to match volunteers to available jobs.
Communication Management
Create personalized thank-you notes and acknowledgements, merge constituent data into customized letters, send e-mails to reduce mailing costs, and print customized pledge reminders.
Reporting
Produce campaign and progress reports, performance analyses, and results. Run queries to compare campaigns or years, examine levels of giving by demographics, and identify messaging targets.
System Features
Manage your constituent database for efficient and accurate data mining. Integrate your accounting interface with Sage MIP Fund Accounting, import data with import/export tools, and use the duplicate check and merge/purge utility to check your data and merge duplicate records.
