Key Features and Essential Tools

Constituent / Donor Management

Easily view constituent activity and giving in an interactive timeline
Track affinity based on event attendance, volunteering, and engagement
View full giving history including giving trends
Track communications and identify each donor’s preferred method of engagement
Extensive demographic details include relationships, employment, and seasonal addresses
Interests and affiliations help you understand your donors
Store detailed prospect research data including capacity, real estate, and business interests
Education data includes extra-curricular activities and scholarship tracking
Donor Management
Major Gifts

In depth filters easily identify major gift and planned gift prospects
Rate donor giving potential based on campaign, fund or appeal
Cultivate major donors using development plans
Track every phone call, email or meeting and schedule follow-ups
Plan fundraising trips using the integrated map tool
View donor data on your mobile phone
The Annual Fund

Access real-time dashboards for status updates on giving
In depth filters easily identify first time givers, annual donors and major gift prospects
Comprehensive event management process
Track responses, attendance and guests
Allocate teams/tables and store individual preferences
Manage sponsorship asks
View constituent dashboards that show your donors’ response rates and giving trends
Built-in marketing tools to ensure return on investment
The Annual Fund
Volunteer Management

Track volunteer preferences, interests and qualifications
Manager tools track availability and schedules
Web based tool feeds time entered directly back into the database
Store full details of volunteer participation to properly reward loyalty
Essential Tools

Store photos and documents right on the donor profile
Create instant segmented lists using the query tool
Detailed reports provide information on giving, affinity, interests, education, and more
Handle complex gifts, including custom pledge schedules
Easy integration with financial systems
Integration with Outlook and Word for email and letter generation