| Donor
Management |
- User-defined fields and
screens
- Relational "household" records
- Unlimited
names
and
addresses
- Cross-reference
records
|
| Memberships |
- Renewal notices
- Track upgrades
and lapsed memberships
- Statistical
analysis
- Membership lists
and reports
- ID
cards
|
| Volunteers |
- Volunteer assignments
- Hours and dates
of service
- Scheduling
- Solicitation
reports
|
| Alumni & Students |
- Class lists
- Phonathons
- Maiden names
- Multiple addressing
- School
reporting module
|
| Import
Module |
- Import donor and/or
gift data
|
| Targeted
Mailings & E-Mail |
- Address labels
- Bulk mail reports
- ZIP code bundles
- Personalized
communications
- Mail house exports
- Insta-Merge™
- Broadcast e-mails
and faxes
|
| Grant
Tracking |
- Proposal management
- Tracking reports
- Foundation profiles
- Cash
flow analysis
|
| Contact
Management |
- Tickler file
- Appointment
reports
- Unlimited notes
- Major donor
profile reports
- Moves management
|
| Special
Events |
- Dinners
& galas
- Auction
Reports
- Golf
tournaments
- Walk-a-thons,
bike-a-thons, etc.
- Sponsor
levels
- Table
/ seat assignments
- Event summary
reports
|
| E-Marketing
& Tracking* |
- Easily
create HTML-based emails,
newsletters and more!
No programming or graphic
design experience required
- Tracks
opens, click-throughs,
bounces, etc.
|
| Variable
Data Digital Printing * |
- Personalize
full-color solicitations,
thank-yous and more!
|
|
| Gift
Management |
- Automated acknowledgements
and receipts
- Soft credits
and split gifts
- Memorials and
honorariums
- Batch audit
trail
- Deposit slips
- Quick gift entry
|
| Pledge
Processing |
- Unlimited payment schedules
- Automated pledge
reminders
- Delinquent pledge
reports
- Cash flow projections
- Quick pledge entry
|
Matching
Gifts* Learn
More  |
- Web
access to employer matching
gift database
|
| EZ-EFT
Direct Giving* Learn
More |
- Credit
card and/or bank draft pledge
processing
- Recurring
or one-time gifts
|
| Online
Donation * Learn
More (PDF
file*) |
- Gifts, honorariums, memberships,
ticket sales and item sales
- Links
from current
website
- Secure and confidential
- Automated
e-mail acknowledgement
and receipt
- Simple
posting to donor's record
|
| Accounting
Interface* |
- Post
to popular accounting systems
|
| Gift
scanning Module* |
- OCR
scanner speeds data entry
- Gift
processed in batches
|
| Campaign
& Solicitation Effectiveness |
- Solicitations and appeals
- General
Ledger summaries
- Giving
analysis
|
| Donation
Summaries & Analysis |
- Pledge
tracking
- Capital
campaign analysis
- Major
donor analysis
- Cross-tabulations
and graphs
- Relationships
and affiliations
- ...
and many more
|
| Constituent
Reporting |
- Cross-tabulations
and graphs
- Relationships
and affiliations
- Over
100 reports included!
|
| Custom
Report Writer (optional
for DonorPerfect Online) |
- Modify
any pre-designed or standard report
- Create your own reports
- Easily
select fields, sorts and queries
- Column
totals and sub-totals
|
| *Available
as additional modules. |
|
| Training & Services 
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