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Record
single donations with ease, or record multiple donations even more quickly
by using the powerful “batch mode” to save entering repetitive
information (batched donations can literally be logged in a few seconds by
an experienced user).
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Automatically
generate individualized thank you letters with matching envelopes or labels.
Letters can either reference the source of the donation (“Thank
you for contributing at our banquet”), or the donor’s purpose
(“Thank you for helping us expand our
public education”).
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Instantly
view a summary of donor’s first, last, highest, yearly, or total donation
amounts and dates.
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Select
donors for letters or calls based on their donation history.
For example, select all donors who have donated over $100, but who
haven’t donated in the past 2 years.
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Print
multiple donation summaries organized by fund raising project, purpose of
donation, bank deposit batch, bank account, date range, amount range, or
donor.
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View
all donations in a columnar format, using a mouse click to re-order
instantly by donor, amount, project, donation date, thank date, or deposit
date.
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Print
bank deposit slips for any group of logged donations.
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Print
bank reconciliation reports.
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Print
individual donor histories and summaries with giving trends.
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Interface
to optional Letters & Email
module to personalize your own thank you letters.
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