Fundraising

Fundraising

Accurately Track & Record Donations Every Time

  • Create general, in-kind or stock donations
  • Distinguish between cash & check payments
  • Classify each gift with user-defined funds, events & appeals
  • Apply gifts to a particular family or household
  • Assign a different name for gift reporting and recognition
  • Split gifts across different funds, events & appeals
  • Classify tribute gifts that are in memory or honor of someone
  • Attribute soft credits for gifts made by more than one constituent
  • Track matching gift constituents and percentages
  • Tag gifts that are anonymous
  • Distinguish the tax-deductible amount of the gift from the total gift amount
  • Identify gifts as pending in case they are not finalized
  • Look up the current stock price on Google Finance for stock donations
  • Add multiple gifts at once by batching the gifts together

Filter and Group Donations by Any Criteria – Type, Time, Amount, Campaign and More

  • Export gift and pledge information across all donors
  • Excel-based flexible reporting options
  • Store gift and pledge documentation on the constituent record
  • Analyze donations over time by relationship type
  • Search & filter gifts by gift details or constituent categories
  • View gifts by family or household
  • Group donations by the solicitor

Show Your Donor Appreciation Right Away

  • Send personalized email acknowledgments using profile and/or donation data
  • Instantly create email lists of constituents based on gift or pledge data
  • Send automatic acknowledgment emails through integrated email marketing
  • Click on any email address to send an individual email
  • View email analytics to see who opened an email or clicked on any links 
  • Include a donor satisfaction survey in your gift acknowledgment
  • Utilize mail-merge fields to create personalized messaging

Create Unlimited Pledge Schedules, Assign Specific Amounts to Particular Uses, and Keep Track of Payments

  • Complete pledge payment tracking, including payment dates and remaining balances
  • Calculate pledge schedules on number of years or payment amounts
  • Select from multiple payment frequencies
  • Adjust specific due dates and/or amounts for unique payment schedules
  • Classify each pledge with user-defined funds, events & appeals
  • Attribute pledges to a particular family or household
  • Assign a different name for reporting and recognition
  • Split pledges across different funds, events & appeals
  • Classify tribute pledges that are in memory of, in honor of, or in name of
  • Track matching pledge constituents and percentages
  • Attribute soft credits for pledges made by more than one constituent
  • Designate pledge overpayments as an additional gift or towards the next payment due
  • Identify pledges as pending in case the required documentation has not been received

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