Donor Management Module
- Develop and maintain profiles of your donors and contributors for advanced targeting of campaigns.
- Track giving amounts and personal demographics to target future requests.
- Track key information associated with donors and prospects, including contribution data.
- Use dynamic “Snap Shot” charts to display key data for campaigns, appeals, funds, events, proposals, membership drives, and more.
- Schedule and track solicitation activities for each targeted donor—record how they respond to improve future communication strategy.
- Set up and track key communication opportunities to develop relationships.
- Access comprehensive demographic information for any individual, family or organization.
- Review the relationships, affiliations, memberships and history of each donor.
- Create notes and track a range of donor attributes directly in profiles.
- Enhance profiles with PDFs of photos or scanned documents.
