The Fund Raiser with Clients

Flexquest CPC Fund Raiser has evolved over the years as a powerful data management tool for life affirming membership based organizations. Now in its sixth generation, it has been in use by pregnancy centers around the country for several years. Flexquest can manage membership lists of over one million records, and it gives access to any record within a second or two. It has the advantage of ease of use for those with little computer experience while retaining the powerful data management features needed by the most sophisticated users. Here is a summary of key features…

Mailing Management Manage comprehensive lists of individuals and organizations that support your center with financial contributions or services. Instantly access any single donation or a donation summary for every donor showing first, last, highest, year to date, prior two years, and total donations. Powerful search tools allow you to target selected groups for fund raising appeals or organizational updates based on combinations of factors–their donor and pledge status, geographic locations, restrictions, various classifications, membership type, multiple interests, skills, and past participation in your center’s activities. Flexquest provides numerous reports and correspondence tools, including a convenient interface to email, mail houses, telemarketing firms, and address update services.

Donation, Pledge, and Fund Raising Management Plan your annual fund raising and development strategy and let Flexquest organize and analyze your various projects. Projects are automatically updated with donations received, showing total donations, earnings after costs are deducted, average gift, total count for return donations, percent returns, and cost and income per piece. When donations arrive, your staff can log these individually or in batches with speed tools, automatically send individualized thank you letters, and print bank deposit slips. In addition, standard and complex pledges are handled seamlessly with automatic individualized reminder letters. Quickly review all pledges in relation to commitment and print performance reports with revenue projections.

Letters, Fax & Email Correspondence The Fund Raiser includes it’s own built-in word processor to create professional and attractive custom letters, donation acknowledgements, pledge reminders, faxes, and email–and again, there are many precise selection tools that let you define exactly who should receive each type of letter. You can enhance your letters with color, fonts, bullets, indents, and other formatting options. Click the mouse to insert “variables” into the text (such as last donation date, amount, or designated purpose of donation) when printing. Note just once which addressee’s accept email and save postage thereafter by automatically emailing to those and printing letters for everyone else.

Event Planning and Management Event Management helps you organize and track special events from their early conception through completion. Templates allow you to define the various types of events your center sponsors (such as dinners, walks, tournaments), with the critical steps required to coordinate and carry out these events–so you build on your experience to plan increasingly successful events. Automatically update each event to analyze donations and pledges generated. Expenses can be budgeted against expected income to help keep costs realistic. Using the Event Invitation interface, you can also invite individuals or groups from your supporter list. Guest acceptance and registration fees are also monitored within Flexquest, with follow up communication to thank participants for their involvement, or with pledge reminders as appropriate.

Customization Tools The Fund Raiser is designed to easily customize Flexquest to precisely fit your organization. Established lists of choices for many special fields (volunteer skills, client services offered, mailing restrictions, etc.) can be modified to match your center’s interests. Gateway, Import, Export, and Update functions allow you to interface smoothly to mail houses, telemarketing firms, address update services, or parent organizations to keep your data current and vital. The Fund Raiser comes with “personalities” that allows us to tailor Flexquest to your particular organizational affiliation and philosophy.

Client Intake, Visits, Appointments, and Counselors Record all client details gathered during the intake process including lifestyle choices, sexual behavior, demographics, OB/GYN details, medical history, and counselor’s assessment of stress and risk factors. Each visit is tracked including client symptoms reported, services, goods and referrals provided, decisions reached, the results of any pregnancy or medical testing, and complete counselor assessment notes. Counselors can screen for serious medical conditions that may affect the pregnancy using automatic warnings for symptoms requiring medical follow up. Manage appointments and counselor schedules. Print thorough statistical reports for any time period to assess your center’s services and to update your board and parent organizations.

Media Management Organize and categorize all your media resources, such as reference materials, handouts, and for-loan materials for use by your clients or the public. Quickly identify your best books, tapes, videos, or other media on any given topic and for any particular audience. Keyword search tools comb your media abstracts for very precise information. These tools let you find appropriate materials for schools, church groups, teens, women in crisis, professionals, or any other groups you define. You can also publish lists of available materials. Further, if materials are loaned, you can track availability, borrower’s contact information, and return dates. You can store information on publishers, sources, and ISBN numbers to efficiently re-order and update materials.

Pricing is available for multiple users on local area networks. If The Fund Raiser has more capability than you currently require, please see our affordably priced Modular Series.

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