Capabilities Include:
- Import electronic giving automatically from major online giving services
- Enter giving quickly and easily
- Utilize robust pledge capabilities with unlimited campaigns and time periods
- View and search all giving from everyone in the new browser
- Enjoy using powerful, flexible reporting and statements
- Record giving from an individual or family
- Use envelope / giver numbers or not – your choice
- Export reports with one click into PDF, Excel, CSV, and others
- Correct errors easily using the correcting feature
- See a history of data changes using the new secure audit trail
- Assign multi-level security
Ease of Entry
- Enter Donations efficiently and accomplish the task of tracking giving with minimal keystrokes
- View pledge information on the donations entry screen
- Enter monies by giver name or envelope number
- Use descriptions to help with gifts-in-kind and other special giving situations
- System can automatically break down entry according to pledge, if desired
Accuracy of Report Output
- Fulfill all government requirements for documentation and giving on giving statements
- Track stewardship campaign effectiveness
- Report on and track annual giving and multi-year capital campaigns
- Compare gifts to pledges
- Create properly-numbered Canadian donation receipts including middle name requirement, if needed
- Print reports directly or export into formats including PDF, Text, CSV, or Excel®
Helps Effectively Manage Time
- Reassign all or a portion of envelope numbers automatically
- Connect to Membership reporting for emailing or for mailing those ahead or behind in pledge
- Create graphs rapidly to visually display information
- Customize giving statement messages as you wish