Donor Software

Feature List:

Donors

Donors

  • Donors may be individual or organizations
  • See giving history in a snapshot
  • Ability to tag donors with unlimited attributes
Pledges & Donations

Pledges & Donations

  • Pledge wizard automatically establishes future pledges
  • Tie pledges and donations to campaigns
  • Allocate donations to specific funds
  • Access complete financial detail for each donor in one place
Receipts & Acknowledgements

Receipts & Acknowledgements

  • Produce receipts in accordance with guidelines and laws
  • Produce receipts as donations received or once per year in a batch
  • Automatically email thank you letters and receipts
  • Completely customizable
One Record

One Record

  • One record exists for an individual whether they are also a staff, alumni, family
  • View a complete picture of the person: donation history, volunteer involvement, kids at camp, etc.
Communication & Reporting

Communication & Reporting

  • Log phone calls and emails in the contact log
  • Assign follow ups to other staff members
  • Reports include campaign thermometer, donation summaries, pledge forecasts, financial analysis, etc.