Auction - Receive Items to Sell |
Record items to be used later at your auction
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Auction - Record Bid Sheets & Payments |
Record auction bid sheets and payment on the scene |
Backup and Restore |
Backup data and restore |
Batch Payment Entry |
Enter batches of checks on one screen |
Campaign, Appeal, Sub-Appeal |
Track the events you hold to raise money for your organization |
Campaign, Appeal, SubAppeal Copy - NEW |
Create a copy of an existing Campaign, Appeal, SubAppeal for a new year |
CAS Create Multiple Items for Sale for Auction |
Create multiple duplicated items for sale such as Drink Tickets or Sponsor a Youth |
Classifications |
Create classifications or groups for your supporters |
Custom Fields |
Use Custom Fields to record additional data about your supporters that can be used in mail merge and reports. |
Funds / Programs |
Designate where your money is going |
Gave one year but not the next |
Create a Classification of Supporters who gave in one year and not the next and print Payment Detail Report |
Grants - Foundations |
Record Grant information including: Amount, Tasks, money received for the grant and Expenses. |
Mail Merge |
Use mail merge to send letters, emails and more |
Mass Email |
Send mass emails quickly and easily |
Meetings |
Track meetings with staff, board, etc. |
Organization Information |
Setup defaults to be used through out the program |
Pledge, Pay, Quick Letter |
Create a pledge, receive money and print a quick thank you letter or receipt |
Pledges |
Record simple, over time and in-kind pledges |
Procedures - Edit Data |
Quickly cleanup misspellings in fields like cities, industry, occupation or custom fields |
Procedures - Merge Supporters |
Use this clean-up tool to merge duplicate supporters |
Report - Supporters gave one year and not the next NEW |
Create a list and print a report of your supporters who gave one year and not the next |
Report - Top 25 Donors NEW |
Create a list of your top donors by Pledges, Payments, and/or In-Kind gifts |
Report - Year End Statement NEW |
Print or Email Year End Statements for your supporters each year |
Solicitation Notices |
Create and monitor tasks or solicitations for your solicitors |
Solicitors |
Solicitors are your supporters who raise money for your organization. |
Supporter Search |
Flexible search capabilities with hardcopy, export and mail merge options. |
Supporter Selection Engine |
Filter or query your supporters for the Search screen and reports. |
Unit Information |
Unit Information is entered for each unit if you are fundraising at the Unit level. |
Users |
Users - add, delete, manage permissions and notifications. |
Vendors |
Vendors are the companies or people that you purchase items or services from. |