The Key to Fundraising Success

Transcription

1 The Key to Fundraising Success

2 About FundTrack Software Since 1994 FundTrack Software has been focused on bringing simple to use, feature rich, and affordable donor management software solutions to the nonprofit community. Our software is used by hundreds of nonprofit organizations throughout the United States. We design our fundraising software to include all the necessary tools needed to perform daily and analytical requirements. During our many years of operation, we have been an industry leader in the development of fundraising software. If you re an organization that is just getting started, or are well established and looking to improve your means of tracking, cultivation, managing, and building your current donor base, FundTrack Software can help you reach and go beyond your goals. Let us show you how making the correct choice in selecting not only donor management software, but the right company to deliver it can make all the difference to the success of your organization's mission. At FundTrack Software we are determined to make our donor software solutions the preferred choice throughout the nonprofit community. Our personalized service and belief that service and reward are directly connected make us the ideal solution for today s most successful nonprofit organizations.

3 Personalize Your Own Portal Each user of ephilanthrappeal can setup and personalize their own portal based on their assigned role. A user can add views of data to represent what they want to see and how they want to see it. This is done simply by selecting from a catalog of objects and placing them anywhere on the portal.

4 A 360 Degree View of Each Constituent Wouldn t it be great to see the who, what, when and where all in one place without having to run any queries or build a report? Quick and Simple Gift Entry Enter any type of gift directly from a constituent profile or a batch process. Personalized thank you letters can be automatically ed.

5 Giving History from Many Angles See a complete view of each donor s giving history from one convenient page.

6 Personalize Online Thank You Letters Use our online HTML Editor to write custom, personalized thank you letters. Letters can be ed or merged online and printed to your Organization s letterhead. Insert common merge fields, include images, and links. Take advantage of familiar word processing functionality. You can also export your gift data to Excel and use our custom Microsoft Word template to complete multiple letters in one merge process.

7 Not Your Standard Reporting We pride ourselves on having an incredible online query and reporting system built into ephilanthrappeal. Custom build queries for export to Excel or CSV formats. You can base your queries on any of the data you collect in ephilanthrappeal and most importantly analyze your data to uncover giving trends. Saving your custom queries and reports Is made easy by using the included categories or creating your own. You can Include summary totals, Charts, and Gauges in your reports. Reports can be automatically ed to key staff or board members. Use any of the built-in reports as is or redesign them to fit your requirements. You can preview your reports online in HTML format or print them to PDF, Word, RTF, or OpenOffice.

8 ephilanthrappeal Details Features Comprehensive CRM Event Management Easily enter any type of constituent Event module included Manage any type of relationship Manage on-site live/silent auctions Unlimited addresses with seasonal dating Auction item invoicing Multiple donor status levels Volunteer Tracking Constant display of constituent statistics Online multiple volunteer opportunities Constituent communication tracking Track interests, qualifications, availability, and Affiliations assigned task (hours and rates) Attach PDF files to each constituent profile System Security and Backup Attach constituent photo to each profile 24/7 monitored/firewall protected data center Donation Management Manage monetary (cash), in-kind, recurring, memberships, multiple pledges per donor, event gifts, HTTPS/SSL online security for all data sent from within ephilanthrappeal Multiple user credentials and role access and grants Multiple daily data backups Enter gifts from a constituent profile or in a batch Special Features process Hosted service (nothing to install, nothing to main- Employee giving process automatic payroll de- tain or update) duction entry Move management process Allocate funds to multiple general ledger accounts Special key staff alerts Manage soft credits Online membership login and renewal Automatically custom thank you letters Online event registration Online customized donation page included (requires merchant account). Donation data sent directly to ephilanthrappeal. No third party fees. Help When You Need It support included Integrated marketing/newsletters New online memorial/honorarium card purchase directly linked to your website. New e-ask program. Let your board members create their own online donation pages. Complete online manual included Integrated PCI certified credit card processing elearning video library included And There Is So Much More

9 What To Do Now? Schedule an online demonstration webinar to see for yourself Point to our website at fundtracksoftware.com and click Schedule-A-Demo. Call us direct at Let us help you schedule your demonstration and answer questions. us at Send us an and we will be happy to answer your questions Please visit us at fundtracksoftware.com for pricing and more information Why Wait? Get Started with Today! 2011 FundTrack Software All Rights Reserved