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