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| Donor address information |
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Store home, mailing, work and prior addresses.
(You may have noted that you can store multiple photos too if you
like!) |
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| Donor contact information |
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Store multiple telephone numbers. Each
number can hold an extension and/or comment.
Track up to two email addresses and a web site for
each person. |
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| Assign donors to various categories |
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You may assign an UNLIMITED set of attributes to each person in
your database. In this example this person is marked as being
a Gallery Director, on the Board of the Foundation and as a Trustee
during fiscal year 2005. There is NO limit to the attributes you can
assign an individual. This is your means for categorizing your
donors into like groups. |
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| Manage relationships between people |
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Establishing relationships between people and businesses is a
snap. When you add a relationship to one donor, the reciprocal
(wife/husband) relationship is automatically added to the other
donor. |
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| Track all contributions |
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A quick glance will give you a person's entire
giving history. |
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Request a FREE Demo Today
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| Track pledges |
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Track single pledges or multiple
payment pledges. A rapid data entry screen
makes fulfilling a pledge FAST! |
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| Track all your communications with
your donors |
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Log notes keep you in the know about past
conversations your team has had with this donor. Add reminders
to the notes to let you know when you need to follow-up with this
donor next. |
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| Queries |
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Fill-in-the-blank queries make for the easiest and most powerful
query engine available today.
There is nothing is easier than this that can deliver the results
you need. |
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Quick thank you letters |
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Mail merge type thank you letters are FAST and easy
to generate. You may include any graphics you wish. This
letter shows the how the letter looks BEFORE it is merged with your
list of donors to be thanked. |
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This letter shows what the merged letter will look
like. Each letter is personalized. |
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Send mass emails |
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Want to keep your donors informed via email?
With our mass email campaign component you can stay in touch with
the push of a button with all your donors. |
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Track email opens |
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To know if your emails are being read, you can track
the open rates. You can also track if the reader clicked on
any links within the email. This can provide valuable
information about how to tailor your future emails. |
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Reminders |
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Add reminders to let you know when you need to take
a follow-up action. Items in red
are past due! |
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Clicking a reminder item opens the donor record and displays the
full reminder note. You can assign reminder tasks to other
members of your team. |
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Request a FREE Demo Today |
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