Main Features
Data Management Core Features: Ease of Correspondence: Superior Reporting:
  • Unlimited Name Capacity
  • Name List Management
  • Families
  • Donor Gift Importing
  • Appeal Source Codes
  • Major Donor Tracking
  • Fund Codes
  • Department Codes
  • Jurisdiction Codes
  • Name Types
  • Name Classifications
  • User Defined Fields
  • Customizable Pages
  • Customizable Security
  • Duplicate Checking
  • Merging Two Names
  • Contact Management
  • Unlimited Gift History
  • Giving Statistics
  • List Segmentation
  • Moves Management
  • Executive Dashboard
  • Memorized Reports
  • Event Registration
  • Pledge Entry
  • Pledge Amendments
  • Open Ended Pledges
  • Thank You Letters
  • Gift Importing
  • Campaign Tracking
  • Export To Accounting Systems like QuickBooks
  • Gift Adjustments
  • Marketing Plan Triggers
  • Global Code Assignment
  • User Management
  • Gift Batching
  • Mass E-Mail Donors
  • Advanced Name Search
  • Memorized Reports
  • Company Preferences
  • Default Settings
  • Pledge Tracking
  • Power Tracker (Moves Management)
  • Targeted Ask Values
  • Tributes/Memorials
  • Case Worker Management
  • Membership
  • Links and Relationships
  • Volunteer Tracking
  • Multiple Salutations
  • Seasonal Addresses
  • Audit Trail
  • International Addresses
  • Plus, Add-on modules
  • Name Segmentation
  • Gift Segmentation
  • Pledge Segmentation
  • End of Year Tax Statements
  • Regular Receipts
  • Thank You Letters
  • Soft Credit Letters
  • Tribute Letters
  • Quarterly Giving Statements
  • Pledge Acknowledgements
  • Pledge Statements
  • Pledge Combos
  • Ad-Hoc Letters and E-mails
  • Smart E-Mails
  • Auditor’s Report
  • Large Gifts Report
  • Top 50 Donors
  • Historical Giving Patterns
  • Gift Detail
  • Gift Summary by:
    • Fund
    • Appeal
    • Zip Code
    • Year
    • Month
    • Name Type
    • Jurisdiction
    • Department
    • GL
    • Date
  • Campaign Performance
  • Batch Edit List
  • 13 Month Trend
  • 36 Month Trend
  • Monthly Giving
  • Large Gifts
  • Year to Year Comparison
  • Tribute Listing
  • Key Indicators
  • RFA Grid
  • Gift Exporting
  • Pledge Aging
  • Memorized Recurring Reports
  • E-mailing of Reports
  • Quick Reports
  • Favorite Reports
  • Family Directory