Tracking donations accurately and efficiently is imperative for any non-profit.
Donations come in many forms – cash, checks, stock, or products – and are to be used in many different ways – capital campaigns, events, equipment, or marketing. To add to the complexity, the donor may want to donate in memory of a loved one, keep their donation anonymous or share the recognition with multiple people. We make it easy to add the details and report them accurately.
Details can easily be lost when you manage pledges over multiple years. We give you the tools to create unlimited pledge schedules, assign specific amounts to particular uses, and keep track of the payments. All of the details are stored in one place, so you don’t have to worry about lost information.
It’s important to show donors that you appreciate them. With our integrated email marketing tools, it couldn’t be easier to create a custom email list and send a personalized email. You can also ask your donors how you’re doing by sending a donor satisfaction survey. Keep your donors happy by keeping them involved.
Knowing where your donations come from is only the first step. We make it easy to filter and group your donations by any criteria – families, solicitors, relationships, time and much more. By simply clicking a button, you can instantly have your entire donation history, or a particular segment of gifts, in Excel so that you can produce any report you need.