Select a Product Module here: |
|
|
Donor Development
User Definable Parameters - to designate Default General Ledger information and
number of years to retain history detail.
User Definable Tables - to define Donor Types, Solicitor Names, Mailing Codes,
Pledges, Deferred Gift Codes, Gift Category Codes, Gift Designation Codes, and Letter Types.
Donor Profile - includes demographics; familiar, formal name, and recognition
name; anonymous status; employment information; family member information; pledges; deferred gifts;
gift statistics; mailing codes (unlimited number of attributes/interests per profile).
Dated Memos and tickler/follow-up dates for donor contacts.
Donation/Gift Transaction Entry - with ability to record letter types,
recognition names, and unlimited distribution of designations and honor/memory of data per donation.
Including, unlimited GL distribution accounts, multiple gift categories, and deferred gift categories
or pledges.
Print Receipts for gifts entered.
Cash Receipt Registers and Update to the Donor Profile Statistics and General
Ledger Accounts.
Monthly and Year-to-Date Cash Receipts Registers.
Donor History Inquiry and Reports for any selected date ranges.
Donor Inquiry and List by Descending Gift Amount.
In Honor/Memory Of Reporting.
Donor Recognition Report - with date range options and ability to sort data
into user defined gift range categories.
Pledge Reports, Reminder Lists and Reminder Forms.
Donor Birthday and Anniversary Lists.
Select Donors - with flexible parameters, and print labels, lists, and mail
merge to Word Processing.
Ability to sort Donor Profiles or Gift Transactions into specific user definable
sorts.
Next Product Module
Back to Top
Previous Page
