CORE FEATURES

  • Unlimited Number of Records: Whether you are just starting your fundraising program or you have tens of thousands of donors there is no additional record expenses.
  • Canadian User Features: Designed to provide for the unique needs of Canadian nonprofits.
  • Knowledgeable, US-Based Support: The team that designed the application is the same team answering the phones.
  • Training provided by an experienced development officer with classroom training experience.

CONTACT MANAGEMENT

  • Accommodates all constituent types, including individuals, corporations, and foundations
  • Household management
  • Unlimited user-defined attributes
  • Customizable information fields
  • Link relational records
  • Unlimited addresses and contact information
  • Store constituent photos
  • Foreign address management
  • Link documents to constituents
  • Duplicate record management

DONATION PROCESSING

Gift Management

  • Integrated acknowledgements and receipts
  • Create unlimited income funds and campaigns
  • Manage soft dollar
  • Record split gifts
  • Tribute and memorial gifts
  • Corporate matching gifts
  • Batch audit trail
  • Recurring gift automation
  • Virtual terminal for credit card processing*

Pledge Management

  • Customized payment schedules
  • Pledge reminders
  • Pledge revenue forecasts
  • Pledge payment automation

In-kind Management

  • Program and usage tracking
  • Attach appraiser information
  • Event inkind management

Online Fundraising*

  • Online donations
  • Recurring transactions
  • Tribute giving
  • Event registration
  • Membership processing
  • Mobile donation forms
  • Text-to-Give

ANALYZING AND REPORTING

Dashboard

  • Summary or detailed information about your fundraising efforts
  • Customizable layout controls
  • Easy access to detailed information with one click

Multi-Level Query

  • Query on any field in the database
  • Use query results in reports and exports

Comprehensive Reports

  • Over 130 reports
  • User-defined parameters/filtering
  • Export to PDF, XLS, RTF, HTML or image files

User-defined Exports

  • Create your own exports
  • Easily select fields, sorts and queries
  • Column totals and averages

FUNDRAISING MANAGEMENT

Donor Cultivation and Retention

  • Reminder tickler notes
  • Donor Segmentation
  • Activity tracking
  • Cultivation reports

Personalized Mailings and Email

  • Mail merge letters and emails
  • Integrated word processor
  • Create HTML-based emails
  • Create labels, envelopes and mail house exports
  • Zip code analysis
  • Bulk mail management

Grant Tracking

  • Proposal management
  • Interim reporting calendar
  • Status reports

Campaign Management

  • Create teams of solicitors
  • Set individual ask amounts
  • Manage naming opportunities

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EVENT MANAGEMENT

  • Track and manage event invites
  • Track multiple event income activities
  • Manage sponsorship levels and benefits
  • Table/seat assignments
  • Monitor event budgets

VOLUNTEER TRACKING

  • Track skills, activities and sites
  • Manage availability
  • Record hours completed and committed
  • Multiple volunteer reports

MEMBERSHIP MANAGEMENT

  • Unlimited categories
  • Renewal notices
  • Membership lists and reports
  • Statistical analysis

DATABASE AUTOMATION

ConstituentConnect

  • Assign workflow procedures that will carry out automatically
  • Unlimited number of actions

INTEGRATION TOOLS

QuickBooks®*

  • Eliminate double entry by transferring transaction data into QuickBooks®

Export*

  • Specialized exports can be designed specifically for data exchange with other applications

Import

  • Add or update donor and/or gift data

*These features and options are available at an additional cost.

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