Simplify the donation process

Record single donations with ease, and record multiple similar donations even faster by using the powerful “batch mode” to automate repetitive information (such donations can be logged in a few seconds by an experienced user).

Automatically generate individualized thank you letters with matching envelopes or labels.  As a convenience you can print all letters at one time or in limited batches by donation amount, by date range, by the source of the fund raising appeal (“Thank you for contributing at our banquet”), or by the donor’s designated purpose (“Thank you for helping us expand our public education”).

Print reports that summarize your donor base and their donations, including three-year giving trends, telemarketing analysis, etc.

Make the most of pledges

Record single pledges with ease, and record multiple similar pledges even more quickly by using the powerful “batch mode” to automate repetitive information (pledges, like donations, can be logged in a few seconds).

Manage pledges with regular or complex giving and reminder schedules.  Handle one-time, monthly, quarterly, semi-annual, or annual pledges, with options to automatically renew pledges upon completion.  Handle complex giving patterns and multi-year pledges of varying amounts to meet the unique income tax requirements of large donors.

Automatically monitor all pledge commitments for active, late, or lapsing status, and send timely individualized reminder letters to insure fulfillment of projected income levels.

Instantly view and print summaries of total pledge commitment, amount given, balance to be fulfilled, last pledge amount and date, and last reminder sent.

Maximize your fund raising

Effortlessly determine if fund raising projects are generating new donors and reactivating lapsed donors.  Rank and compare fund raising projects on percentage returns, average gifts, cost per piece, etc.

Utilize reports for a complete view of your fund raising activities…

• donation summaries organized by project, purpose of donation, bank deposits within date ranges

• pledge summaries with fulfillment status and revenue projections

• individual donor giving and commitment histories

• bank reconciliation reports and automatic deposit slips

• PAC donations using state and federal guidelines for cumulative reporting