- Track individual donor information such as name, date of birth, gender, marital status, single and joint salutations, best time to call, and type of person.
- For individual or organization donors, enter unlimited addresses (permanent, winter, summer, etc.), phone numbers (work, home, cell, etc.), and e-mail accounts.
- Track organization donor information including name, federal EIN, whether the organization participates in a matching gift program, etc. Users can view all individual donors related to organizations easily.
- Individual donors can be associated with unlimited relationships including spouses, children, other family members, friends, etc.
- Individual donors can also be associated with unlimited organizations for tracking employers, church members, charity boards, etc. Include position for more detail on the organizational relationship.
- Track memberships or giving clubs for individual donors.
- Manage volunteer assignments and history.
- Contact management is available to track contacts with donors or potential donors and schedule follow up tasks.
- Create campaigns and then associate those campaigns with new gifts or pledges.
- Pledges can be created for donors and if applicable assigned to a campaign. Pledges can be one time or a schedule created for recurring pledges.
- Gifts can be entered and associated with a campaign, purpose, solicitation type, and letter type.
- Gift payment types can be cash, credit card (real-time), check, e-check, and in-kind.
- In-kind gifts can be categorized (stock, bonds, real estate, etc.) with a description of the gift.
- During gift entry, if the donor has an outstanding pledge, the user can select that pledge for payment.
- Gifts can be given in honor/memory of, noted for matching gift plans, or designated for soft credits.
- Users can easily view a donor's giving/pledge history (most recent five years), largest gift, and lifetime giving totals.
- Users can generate a number of reports including receipts, acknowledgment letters, pledge reminders, campaign reports, etc.
- Online application allows donors to update personal information, make donations or pledges, and view giving history online.
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