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MIP
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Sage Fundraising 100 - Rainbow Edition Modules

The core Sage Fundraising 100 - Rainbow Edition system offers a wide range of campaign and individual and workplace donor management tools. Add-on modules let you 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 Modules

Constituent Management — Capture unlimited data on your constituents. Store contact and employment information, demographics, and donor preferences in one easily accessible constituent view. Build a corporate hierarchy with sublocations and move quickly and efficiently between head offices and subsidiaries.

Campaign Management (including Workplace) — Manage multiple, concurrent campaigns at the level of complexity that suits your organization. The Campaign Information view provides detailed information for a workplace, including breakdown by appeal type and options to include sublocation data and to break out leaders.

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. Use the Envelope template for fast entry of workplace totals, with additional options for posting summary totals or detail for each workplace donation.

Payment Processing — Apply payments to multiple receivables and track payments made through any payment method.

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. Easily view the employee campaign chair, leadership chair, and other campaign workers on the record of each workplace.

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 Rainbow 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 Rainbow 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.

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. Bulk event registration facilitates the entry of large numbers of registrations.

Sage MIP 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 Rainbow campaign system 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 Rainbow 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 Rainbow 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.

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.

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 Rainbow 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 Rainbow, 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.

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