Contact & Organization Management

• Enter & maintain contact and organization demographics, including interests, family, information, group memberships, multiple addresses and more
• Capture all touch points with donors and prospects, including phone, mail, email, and event attendance
• Extensive categorization capabilities

Constituent Database

• Import data and leads in bulk
• Automatically detect and allow for merging or removal of duplicate records
• Ensure list is based on donor permission from the outset
• Opt-in/Opt-out tracking
• Centralized, customizable view of donor preferences, relationship, and history in order to better understand and meet their needs
• Advanced Find and Global Search capabilities to expedite inquiries

Donation Management

• Support for cash, check, credit card and non-cash donations
• Pledge & Recurring Donation processing with automatic credit card settlement
• Complete donation, pledge and payment history
• Soft credit tracking
• Automated receipting, gift acknowledgements, and product fulfillment processing
• Automatic notifications when changes occur to a donation pattern
• Ability to split a donation across funds
• Refund processing

Web-Based Self Service Portal

• Constituent entry and maintenance of profile information
• Secure credit card donation entry

Order Processing

• Supports product lists, price lists, volume and manual discounts
• Order and return entry with sales tax and freight calculation
• Accept donations with an order
• Track premiums and fair market value
• Payment plan processing

Campaign Management

• Import leads from outside sources
• Develop integrated marketing campaigns that include mail, phone, and web-related activities
• Define tasks, activities, and marketing materials for the entire campaign cycle
• Create budgets and define follow-up activities for both respondents and non-respondents
• Attract more donors through targeted and personalized campaigns

Event Management

• Event setup and planning
• Registration and fee payments
• Group tracking
• Accommodation management
• Attendance and participation management

Queries & Reports

• User-defined queries of all data within the system
• One-touch exporting of queried data to Excel for further analysis
• Tight integration with an industry standard report writer
• Automated publishing of reports
• Dynamic pivot tables

Configurable Action Workflows

• Provides a rich set of logic that automatically triggers actions
• Define a sequence of events to trigger when a donation is received
• Create processes that automate personal touches, i.e. thank you notes and birthday greetings
• Automatically triggers a notification upon changes in donation patterns

Territory Management

• Create territories for your staff that is responsible for fundraising
• Manage and evaluate territory-based sales campaigns and results

Accounting Interface

• Built-in integration to Microsoft Dynamics^TM AX and FUNDamentals 2008
• Eliminate duplicate data entry

Global Capabilities

• Multi-lingual platforms
• Multi-currency capabilities