Donation Tracking

Get the development office integrated with the finance office! Among other things, this third-party module manages donor tracking such as pledges, memorials, tributes, and volunteer activity. Create professional letters and statements through mail merges with popular software packages!

Benefits
Integrates with Client Information and General Ledger Module
General Ledger provides the accounts, sub accounts, and cost centers. Client Information supplies client lists to record donations linked to specific clients. All financial data transfers to the general ledger.

Donor Demographic, Geographic, and Contact Information
This module records complete contact information for individuals and corporations. The data includes:

Name

Address 1 &2

City, State, Zip Code

Seasonal address with effective dates

Active/inactive status

Newsletter flag

Spouse information

User defined class of donor

Gift and pledge recording

User-defined flags

Correspondence record

Links to consumers and other donors

Letter/envelope salutations and headers

Planned gifts

Volunteer skills, hours, and dates

Unlimited user notes

Custom fields for endless data tracking

Activity Tracking
Detail your donors’ gifts, pledges, memorials, tributes, and volunteer hours. Document pledges to forecast donations and send pledge reminders. Volunteer information includes skills, hours, and assignment dates.

Donor Flagging
Designate donors with multiple user defined flags. This feature organizes your donors by the criteria set by your development office. Some examples of flags include board members, fundraising event buyers, golf outing sponsors/participants, consumer parents, or anything you wish. All flags are searchable and reportable to aid in generating direct mail, fax, email and other lists.

Custom Categories
Unlimited user defined custom categories give you the ability to document unlimited custom data and reports following your department’s criteria.

Professional Correspondence
Donation Tracking integrates with the industry’s most powerful and popular third-party software packages. Coupling the data contained inside the Integrated Software Series^© with your existing document creation software, users can create professional acknowledgements, labels, statements, letters and more. All information stored within Donation Tracking is easily exported for use in other software programs.

Features

Unlimited donors, pledges, memorials, tributes, and volunteer hours
Unlimited letters, statements and acknowledgements
Integrate with General Ledger to record financial transactions