Donor2. a plan. a partnership. a solution. the next level in fundraising software.

Transcription

1 Donor2 a plan. a partnership. a solution. the next level in fundraising software.

2 Donor2 is powerful and comprehensive software designed specifically for the needs of fundraising Donor 2 is fundraising exclusive When you begin with Donor2 s level of dedication to the activities of fundraising and a full comprehension of the strenuous requirements of successful development, you begin to understand that there is a tremendous difference in software products on the market today. We know fundraising The individuals who have been involved in the evolution of Donor2 software have backgrounds anchored in the non-profit sector. We understand the unique challenges that you face every day. Our first-hand insights have allowed us to develop software that truly delivers efficiency and accuracy in a powerful, yet competitive, solution. Our software is comprehensive Combining our solid understanding of development with powerful, browser-based Microsoft.net technology, we offer real solutions with Donor 2 Fundraising and Accounting software. We provide individualized solutions Our approach brings focused talent and understanding to a relationship that allows our users to become deeply involved in the complete process. Through the organization of a six-step plan of action and the development of a close partnership of shared responsibility, our approach yields an individualized solution that fits your unique needs. Our partnership is ongoing As part of our commitment, Donor2 has developed full protocols for software upgrades, consultation, support and continuing education to help those involved in development, from director and executive levels, to data input and office management. In other words, our dedication doesn t end after the sale is completed. We consider the Client /Donor2 partnership to be a viable, ongoing commitment. Our six-step Plan of Action takes you from your existing database to a fully implemented Donor 2 System. Step 1 Planning We analyze your existing data with you and your staff and develop a systematic approach to conversion. At this time we also determine the coding necessary to manage your future fundraising program. Step 2 Data Conversion We convert your database using the information collected during the planning process. Your data is customized and standardized at this time. During the conversion process we address capitalization and provide de-duping services. Step 3 Initial Training We train you and your staff in the use of Donor2 at your site, remotely or at the Donor2 Institute in Charlotte, NC. Step 4 Implementation After your system has been successfully installed, an analyst from Donor2 who is familiar with your planning and conversion needs, will work with you to verify that you are fully utilizing all the capabilities of Donor2. Step 5 Predictive Support A nation-wide survey found that fundraisers across the country rated Donor2 s support the highest in the industry even among those who didn t use Donor2! Step 6 Continuing Services After the successful implementation of your Donor2 system, we continue to offer you a comprehensive line of quality services to enhance your use of Donor2. These include a year-long schedule of classes and refresher courses and an Annual National User s Conference. 2

3 Donor2 keeps a complete record for each donor and prospect Information is stored for each of your donors and prospects. Addresses, Family, Comments, Giving, Giving Summaries, Employment, Education, Relationships, User-Defined Fields, Campaigns, Multi-Constituencies, Mailing History, Multiple Greetings, Attachments of documents and more are all included. You ll stay organized and ahead of the game with Donor2. Other additional features of our system include: A tickler system built into the donor s record to remind you of future actions with the donor A complete, easily customized, Profile report accessible with one click A donor s photo that can be stored in the donor s record Comprehensive security that allows you to control access to each area at five different levels Search engine that allows you to search using an unlimited number of criteria combinations Complete Moves Management tracking Integration with Outlook for , tasks and calendar Individual preference settings for donor summary screens, home page summary and the color schemes. Home page custom summary for any campaign, motive or fund that updates each time you visit the page. Auto-reminders for scheduled tasks, conversations and appointments. 3

4 Donor2 allows you to fully customize the way you view a donor s screen You may choose to organize fields any way you wish. With over 100 fields from which to choose, you can create the perfect donor summary screen to suit your needs. Each person who uses Donor2 in your organization can customize this screen for his or her needs. Donor2 also includes a fully interactive mapping service provided by MapQuest.com to locate a donor s residence or business address, and will even provide driving directions for you as well. The fully interactive mapping service provided by MapQuest.com. An active hyperlink to the address of the donor. A comprehensive profile report neat and well organized. 4

5 Donor2 helps make sense of your fundraising efforts Complete and detailed analysis for decision makers helps you analyze your past and plot your future. Summaries are available for various areas including Campaign, Motives and Funds. Campaigns track the large part of your fundraising program, such as annual giving and capital campaigns Motives help you track and manage each individual solicitation effort of your fundraising office, from direct mail letters to phonathons to special events, etc. Funds track the designation(s) your donors place on their donations and provide an easy and complete link to accounting systems Expenses can be assigned for cost analysis With Motives, direct mail efforts can be tracked and analyzed in an unlimited number of ways GL numbers can be assigned to a fund for the cash and pledge receivables (debit) and revenue (credit) accounts for all types of transactions Summary information including first, last and largest gifts. Detailed analysis including margin, ROI, program cost and averages. Giving list with option to show complete list of donors. 5

6 Correspondence Management is one of our most powerful features Efficiency, ease of use and personalization are consistent features throughout Donor2 Mailings. Donor2 ushers your efforts into the 21st century, making it easy to communicate with your donors through . Donor2 efficiently manages Notifications, Appeal Letters, Envelopes, Mailing Labels, Pledge Cards, Pledge Reminders, Pledge Statements, Membership Cards, Membership Renewal Notices, Event Acknowledgments, Newsletters, Annual Reports, Year-End Giving Statements and much more. Donor2 offers a complete line of additional modules Modules Include: Special Events, Volunteer, Membership, Prospect Research, Proposal Tracking, Planned Giving, Alumni, Postal Import/Export, Program Registration, Scholarships, EFT/Credit Card, and on-line giving and registration. Donor2 fully integrates with Microsoft Great Plains for Non-profits. Donor2 has capabilities for integration with other accounting systems, as well. Donor2 boasts a gift entry interface that is both comprehensive and easy to use Donor2 s Gift Entry provides security and speed, while offering a comprehensive tool for gift receiving. Donor2 processes the following types of gift transactions: Cash Gifts, Pledges, Pledge Payments, In-Kind Gifts, Soft Credit, Stock and Other Securities, Honor/Memorials, Splits, Gifts to be Matched, Memberships, Events and more. Donor2 s Batch Entry offers you the speed, security and safeguards for your gift entry no matter how high or low your gift volume. Donor2 is also scannerready for interaction with the batch entry feature, allowing you to automate the gift entry process even further. 6

7 Donor2 comes with hundreds of reports. 7

8 Donor 2 System Requirements Donor2 offers a browser-based software technology to power your fundraising needs and requires appropriate server and workstation hardware to take advantage of its power. Please request our Systems Requirement Document. Donor 2 Since 1984, Systems Support Services has been providing software and support to non-profit organizations. Donor2 has become known for its innovative features such as on-line analysis, userfriendly and intuitive interface, a relational database design with non-proprietary data structures, the most comprehensive honor/memorial system on the market, and much more. Today, our dedicated staff has developed Donor2 into the most comprehensive fundraising software tool by working with our clients and keeping abreast of technology to make sure that we meet our clients changing needs. The Donor2 staff is committed to and active in the world of professional fundraising. As a result of our familiarity with client needs and our industry knowledge, we continue to add innovative improvements to keep Donor2 feature rich, yet easy to use. Simply put, our commitment to clients extends beyond the present and well into the future. Donor2 integrates with Microsoft Office products including Outlook, Excel and Word. Donor2 Systems Support Services Center Drive, Suite 160 Charlotte, NC