Fund Raising

Tracking donations accurately and efficiently is imperative for any non-profit.

Gift Types & Details

Donations come in many forms – cash, checks, stock, or products – and are to be used in many different ways – capital campaigns, events, equipment, or marketing. To add to the complexity, the donor may want to donate in memory of a loved one, keep their donation anonymous or share the recognition with multiple people. We make it easy to add the details and report them accurately.

Tracking Gift Details

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 of, in honor of, or in name of
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

Tracking Pledges over Time

Details can easily be lost when you manage pledges over multiple years. We give you the tools to create unlimited pledge schedules, assign specific amounts to particular uses, and keep track of the payments. All of the details are stored in one place, so you don’t have to worry about lost information.

Manage Pledge Schedules and 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

Maintain Communication

It’s important to show donors that you appreciate them. With our integrated email marketing tools, it couldn’t be easier to create a custom email list and send a personalized email. You can also ask your donors how you’re doing by sending a donor satisfaction survey. Keep your donors happy by keeping them involved.

Showing Appreciation has Never Been Easier

Send personalized email acknowledgements using profile and/or donation data
Instantly create email lists of constituents based on gift or pledge data
Send acknowledgement emails through integrated email marketing
Click on an email address to send an individual email
View who opened their email or clicked on any links in the email
Include a donor satisfaction survey in your gift acknowledgement

Analyze & Report on your Donations

Knowing where your donations come from is only the first step. We make it easy to filter and group your donations by any criteria – families, solicitors, relationships, time and much more. By simply clicking a button, you can instantly have your entire donation history, or a particular segment of gifts, in Excel so that you can produce any report you need.

Flexible Reporting at your Fingertips

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 solicitor