Sage Software Nonprofit Solutions Research Blvd Building IV, Suite 350 Austin, TX

Transcription

1 Sage Software Noprofit Solutios Research Blvd Buildig IV, Suite 350 Austi, TX Sage Software, Ic. All rights reserved. The Sage Software logo ad the Sage Software product ad service ames metioed herei are registered trademarks or trademarks of Sage Software, Ic., or its affiliated etities. All other trademarks are the property of their respective owers. 5MIP029 09/ /0906

2 Solutios Overview

3 Sage Fudraisig Helpig Noprofits Achieve Their Fudraisig Goals Efficietly With a growig chorus of voices vyig for your doors attetio each day, icreased scrutiy from local ad federal govermets, ad the cotiuig challege of balacig resources to meet campaig ad program eeds, professioal fudraisers are uder more pressure tha ever. The Sage Fudraisig product lie offers the award-wiig techology ad services that your orgaizatio eeds to esure that you ca stay o top i a evolvig fudraisig eviromet. Sage Fudraisig solutios were built from the groud up to help you improve Fudraisig Program Effectiveess: Develop ad maage a variety of developmet programs to drive door acquisitio, developmet, retetio, ad recovery. Which solutio is right for you? Strog stewardship demads that every resource must be used at just the right capacity. Oly Sage Software offers a rage of solutio optios to help each orgaizatio fit its program ad budget eeds. Sage Fudraisig 50: Easy-to-use ad affordable, with the tools to help oprofits of all types ad sizes maage their etire fudraisig process. Sage Fudraisig 100: Core fudraisig features ad advaced fuctioality, icludig ehaced aalysis tools ad plaed-givig maagemet. Admiistratio ad Maagemet: Streamlie gift processig ad ackowledgemet processes, automate repetitive tasks, ad orgaize staff duties to esure timely follow-up for each critical activity. Reportig ad Aalysis: Demostrate strog stewardship through flexible query ad reportig tools to easily access ad display the data you rely o to wi doors ad grats, satisfy fuders, ad commuicate effectively to stakeholders. Security ad stewardship: Protect fiacial ad persoal iformatio through advaced techology ad cotrollig levels of data access as appropriate. Sage Fudraisig 100 Raibow Editio: Desiged specifically for Uited Way affiliates to leverage the resources they use to raise ad distribute fuds. Sage Edowmet Maagemet: Complete system to maage plaedgivig vehicles ad edowmets, icludig a rage of grat-makig features. Milleium: Web-cetric desig meets the eeds of oprofits ad educatioal istitutios with comprehesive fudraisig programs.

4 Sage Fudraisig Why is Sage Software the best optio for oprofits? Experiece ad Dedicatio to the Noprofit Sector Sage Fudraisig ad Sage MIP Fud Accoutig software has bee helpig oprofits for 25 years. We are the oly global software compay with a dedicated oprofit divisio focused o buildig techology ad providig support specifically to address the eeds of oprofits. We work through a etwork of local oprofit fiacial maagemet cosultats ad specialists to maitai a etwork of local relatioships ad services for our customers. Programs to Meet the Needs of Noprofits We offer 0% fiacig for oprofits to purchase software ad services. We offer a itegrated product suite of fiacial, fudraisig, ad plaed-givig software built to meet the eed of oprofits.. Urivaled Fiacial Stregth ad Breadth More tha 40,000 oprofits i North America rely o a Sage Software product. More tha 9,000 have chose Sage Fudraisig or Sage MIP Fud Accoutig products. Sage is the 11th largest software compay i the world, with more tha five millio customers, ad more tha 10,500 employees worldwide. No other major software compay has a focused divisio o oprofits. No other oprofit software vedor ca match our product depth ad fiacial stregth. With Sage Software, you get the best of both worlds. Fudraisig Supportig Services Techical Support: Each Sage Fudraisig product is supported by live phoe ad Web support, as well as 24-hour searchable kowledge bases ad user forums. Diverse Traiig Optios: We offer a wide rage of traiig optios to fit the eeds of each oprofit, icludig realtime, classroom, ad custom traiig. Cosultig Services: Techical ad subject experts ca help you cofigure ad optimize your fudraisig system ad data. Data Correctio Services: Optioal subscriptio services provide regular updates to your importat data, savig you wasted time ad dollars. Subscribe to update iformatio i a variety of areas, icludig: CorrectAddress which updates chages i U.S. zip codes ad addresses CorrectCall, which updates area codes ad phoe umbers CorrectGM data erichmet service, which provides itegratio with HEP s matchig gift database to help idetify ad icrease gift-matchig opportuities

5 Sage Fudraisig Sage Fudraisig 50 Sage Fudraisig 50 Desiged for ease-of-use ad affordability, Sage Fudraisig 50 cotiues to be the fudraisig software solutio that is easy to lear ad use effectively, while keepig your total cost of owership i check. From door cultivatio to evet ad voluteer maagemet; recurrig givig programs to total campaig ad solicitatio trackig ad aalysis, Sage Fudraisig 50 offers a comprehesive set of tools to help oprofits reach ew heights i fudraisig. Oe Price for All Programs A all-icluded system, with o additioal modules to buy, Sage Fudraisig 50 supports all core traditioal fudraisig tactics ad other outreach programs. The program streamlies admiistrative processes, elimiates wasted time ad moey, ad provides all the key tools to aalyze ad commuicate your results. Streamlie Program Admiistratio Save time ad moey with Sage Fudraisig 50 by maagig all your programs i a sigle system ad streamliig your daily processes: Maage the etire gift solicitatio, etry, ad ackowledgemet process more efficietly. Reduce mailig costs by icreasig accuracy ad the ability to use strategic iformatio. Sychroize daily tasks, caledars, ad commuicatios through itegratio with Microsoft Outlook. Itegrate with Sage MIP Fud Accoutig ad most geeral ledgers to avoid duplicatio of data etry. Itegrate with Sage Paymet Solutios for seamless credit/debit ad electroic check processig. Sage Fudraisig 50: Fudraisig ad Developmet Program Features Core Beefit Campaigs ad Commuicatios 3 Recurrig Gift Maagemet 3 Door Profilig 3 Door ad Costituet Relatioship Maagemet (CRM) 3 Voluteer Profilig ad Program Maagemet 3 Membership Trackig ad Maagemet 3 Special Evet ad Semiar Maagemet 3 Import Wizard 3 Olie Fudraisig Itegratio 3 Charts, Graphs, ad Effective Report Developmet 3 Grat Maagemet 3 Data Miig ad Aalysis 3 Security ad Access Cotrols 3 Bak ad Credit Card Processig 3

6 Sage Fudraisig Sage Fudraisig 50 Simplicity with Stregth: Easy to Load, Lear ad Use Sage Fudraisig 50 was specifically desiged to be easy to istall, lear, ad uderstad. This approach esures that Sage Fudraisig 50 cliets will ot have to sped a fortue o traiig ad cosultig each year or lose weeks of valuable time becomig effective. A ituitive iterface ad built-i utilities miimize the learig curve, expedite repetitive daily tasks, ad help you icrease productivity: Simple to istall ad upgrade, keepig cosultig fees i check. Ituitive iterface ad avigatio shortcuts provide quick access to a rage of iformatio about each cotact or program area. Built-i system help keeps ew users learig fast. The Import Wizard allows users to quickly ad easily import data from third-party applicatios, list acquisitios, or other systems ito Sage Fudraisig 50. Recurrig gift processig is secure ad easy with optioal itegratio to Sage Paymet Solutios. Relatioship graph ad color-codig capabilities let you easily see coectios betwee costituets. The Quick Tool Set speeds a doze differet daily tasks icludig gift etry, list creatio, pritig, export to Excel, ad more.

7 Sage Fudraisig Sage Fudraisig 50 Itegrate all your Fudraisig ad Developmet Programs Sage Fudraisig 50 provides a full rage of traditioal fudraisig ad developmet fuctioality to build your cotact list, retai ad urture your relatioships, ad icrease your reveues. Tur Prospects ito Doors: Profilig, Campaig Targetig, Commuicatios, ad Results Aalysis Profilig: Track iformatio about prospects ad doors to facilitate relatioship buildig ad help idetify commoalities i those who are coected withi your orgaizatio. Create ulimited fields for the iformatio you eed most. Campaig Targetig ad Door Acquisitio: Query your profiles ad results to prioritize your campaig resources ad efforts. Target groups for your solicitatios, track campaig success agaist dollar goals, ad maximize the rate ad level of your respose. Commuicatios: Cultivate ad motivate doors with a rage of , mail merge, ad other commuicatio tools that work directly i the system. Target your lists ad easily sed customized bulk s. Profiles automatically reflect ad record all commuicatios. Outlook itegratio ad quick tools display your , caledar, ad task lists, keepig your commuicatios o track. Results Aalysis: Sage Fudraisig 50 provides a real-time view of solicitatios, campaigs, ad fuds. The system automatically calculates the costper-dollar raised ad the et icome of a particular solicitatio. Sage Fudraisig 50 provides powerful fudraisig without requirig a team of cosultats or programmers. Itegrated Developmet Programs: Evets, Memberships, Voluteers, ad Grat ad Sposorship Proposals Sage Fudraisig 50 itegrates support of traditioal fudraisig with your developmet programs. Voluteer profilig, membership trackig, special evets maagemet, ad proposal trackig capabilities are all itegrated. Robust fuctioality, icludig stadard ad customizable reports, are available for all these activities. Evets: Maage every aspect of your special evets directly i Sage Fudraisig 50. Create ad sed ivitatios, pla ad maage logistics, track vedors ad expeses, ad moitor registratios ad results for multiple evets. Voluteers: Build the profile that works for your orgaizatio. Moitor curret assigmets, track hours worked, ad history of past ivolvemet. Profile each voluteers, prefereces, iterests, ad abilities. Sage Fudraisig 50 automatically calculates total hour ad value of doated time so that your voluteers ca easily receive tax credit. Memberships: Use the system to grow your membership, maage curret members ad programs, commuicate reewal dates ad remiders, ad aalyze membership treds. Grat ad Sposorship Proposals: Track a ulimited umber of proposals to a fudig source. Track prospective corporate ad foudatio cotributors, ad highlight potetial matchig gifts.

8 Sage Fudraisig Sage Fudraisig 50 Flexible Reportig: Query, Aalyze, Desig, ad Commuicate You eter valuable iformatio ito your fudraisig system each day. But that data is oly helpful if you fid, extract, ad preset it effectively. Sage Fudraisig 50 gives you the tools eeded to commuicate your results ad demostrate good stewardship. Query: Access precisely the iformatio you eed to make better decisios, or demostrate results. Advaced search fuctios let you use ay field or combiatio of fields i a profile for quick, sophisticated results. Aalyze ad Desig: Save time by adaptig oe of hudreds of stadard reports for the most commoly eeded iformatio, icludig campaig progress reports, year-to-year comparative reports, cost-per-dollar raised performace reports, ad outstadig pledge reports, ad more. Commuicate: Easily share ay ews or reports with Outlook itegratio. Distribute pdf-formatted reports ad iformatio to with your doors, executives, board, or other stakeholders by ig reports directly from the system. "With Sage fudraisig 50, we have automatic reewal data trackig ad ca approach people i a timely maer. This has bee a huge boo for us i door relatios ad overall stewardship" Beth Colbert, Developmet Officer KCSM TV ad FM

9 Sage Fudraisig Sage Fudraisig 100 Sage Fudraisig 100 Sage Fudraisig 100 provides the same rage of itegrated program tools of Sage Fudraisig 50 ad adds a deeper level of fuctioality to cultivate relatioships, target commuicatios, save resources with ew efficiecies, ad aalyze results to deliver the commuicatios ad programs that build commuity loyalty ad support. i-depth features to provide comprehesive fudraisig maagemet. Sage Fudraisig 100 provides particularly advaced fuctioality i several key areas: Advaced Fudraisig ad Program Features Sage Fudraisig 100 is used by some of the most successful fudraisig orgaizatios i the world. Built for sophisticated fudraisig orgaizatios with mature developmet programs, Sage Fudraisig 100 also provides a full suite of itegrated modules with Deep data-miig ad aalysis tools for superior door, prospect, ad campaig targetig. Extesive Moves Maagemet fuctioality. Maagemet of complex plaed-givig istrumets ad Edowmet maagemet. Full grat-makig features track applicatios through multi-stage approvals ad through disbursemets. Sage Fudraisig 100: Fudraisig ad Developmet Program Features Advaced Features Campaigs ad Commuicatios 3 Recurrig Gift Maagemet 3 Door Profilig 3 Door ad Costituet Relatioship Maagemet (CRM) 3 Voluteer Profilig ad Program Maagemet 3 Membership Trackig ad Maagemet 3 Special Evet ad Semiar Maagemet 3 Olie Fudraisig Itegratio 3 Charts, Graphs, ad Effective Report Developmet 3 Grat Maagemet 3 Security ad Access Cotrols 3 Data miig ad Aalysis 3 Plaed Givig Istrumets ad Edowmet Maagemet 3 Tributes ad Memorial Ackowledgemets 3 Grat Makig 3 Moves Maagemet 3 Directed Givig Campaig Maagemet 3

10 Sage Fudraisig Sage Fudraisig 100 Extesive Cotact ad Moves Capabilities Use the flexible Projects ad Tasks module to pla ad facilitate your cotact ad pla ad maage your ext moves. Set up ulimited models or templates with multiple steps ad tasks to maage your goals for solicitatio, stewardship, ad voluteer activities. Tributes, Plaed-Givig, ad Edowmets Data Miig ad Aalysis: Doors, Relatioships, Campaigs, ad Reports Doors ad Relatioships: Take advatage of deep door profiles, with full field queries. Far beyod traditioal Customer Relatioship Maagemet (CRM), use Sage Fudraisig 100 to leverage sophisticated door relatioship maagemet capabilities by trackig, aalyzig, ad leveragig complex relatioships betwee multiple costituets. Uearth ew prospects with powerful prospectig tools ad get quick isight ito ew fudraisig opportuities. Campaigs: From a sigle appeal through multiple campaigs, Sage Fudraisig 100 provides a flexible commuicatio ad campaig maagemet structure. It's ever bee easier to set up, track, ad aalyze campaig results. View campaig progress for a quick sapshot of where you are compared to where you wat to be. Reports: While Sage Fudraisig 100 icludes a vast library of stadard reports desiged to help you maage all aspects of your campaigs ad operatios, you do't have to be a expert to desig ad create custom reports i the system. The powerful, user-friedly data-miig ad reportig tools give you access to every field i the database. Beyod the capability of other systems, Sage Fudraisig 100 gives you total flexibility to track all Hoor ad Memorial doatios. You ca easily set up a tribute for ay idividual or compay ad otify the appropriate party whe the doatio arrives. Tribute cards ca be produced easily with full reportig of tribute activities. I additio, maage the details of complex plaedgivig istrumets ad maage edowmet fuds directly from Sage Fudraisig 100. Complete itegratio provides istat access to edowmet details ad edowmet-related grat trasactios. Full security admiistratio cotrols user ad departmetal access to edowmet ad door iformatio ad icludes user access cotrols for idividual fuds. Setup ad maage rule establishmet for asset pool trackig, cotributios, disbursemet, reportig ad check processig, ad more. Uited Way eeds Sage Fudraisig 100 Raibow Editio A special, customized versio of Sage Fudraisig 100 was built i cojuctio with Uited Way to meet the eeds of the orgaizatio affiliates. Get all the features ad beefits of the stadard product with additioal built-i support for workplace campaigs ad other key Uited Way fudraisig iitiatives ad iteral reportig with the customized fudraisig product. If you are a Uited Way lookig for Customer Relatioship Maagemet (CRM) for your orgaizatio, request a demostratio of the Raibow Editio.

11 Sage Fudraisig Sage Fudraisig 100 Grat Trackig: No oe does it better No other developmet system provides better gratmakig capabilities. The supplemetal Grat Maagemet module is desiged for agecies, federatios, or foudatios that process requests for fuds ad grat them to other orgaizatios. Profile applicats ad recipiets, track applicatios through complex approval processes, set up ad schedule grat disbursemets. Improve campaig results with better isight ito your doors favorite causes. The Directed Givig Campaig module i Sage Fudraisig 100 takes solicitig pledges ad gifts for programs ad purposes to the ext level. Commuicate directly with costituets about the issues ad projects that are most importat to them, the disburse directed fuds to the programs effectively ad efficietly. Flexible Data Import ad Export Capabilities The flexible Sage Fudraisig 100 Data Import Utility gives you the ability to import data directly ito the system from exteral sources. With the ability to hadle various types of source files, this utility allows you to add data or update existig iformatio with ease. Effortlessly export data ito various file types icludig fiacial data ito Sage MIP Fud Accoutig usig a seamless, accurate process.

12 Sage Fudraisig Sage Edowmet Maagemet Sage Edowmet Maagemet No other software product offers the complete itegratio of accoutig, traditioal fudraisig, ad plaed-givig prospectig ad maagemet as Sage Edowmet Maagemet. Available as a stadaloe or fully itegrated Sage Fudraisig 100 module, this plaed givig ad edowmet maagemet tool lets foudatios, federatios, ad other fudraisig orgaizatios istatly access fiacial data ad other details i a variety of views. With Sage Edowmet Maagemet software, your orgaizatio ca maage complex details ad disbursemets of multiple plaed givig istrumets, i a sigle, uified solutio. Admiister, review, ad maage the details of Philathropic Fuds, Door Advised Fuds, Charitable Remaider Trusts, Charitable Gift Auities, ad other popular solutios. With Sage Edowmet Maagemet software, grat-makig orgaizatios ca track ad process proposals or applicatios for fuds ad grat fuds to other orgaizatios. With Sage Edowmet Maagemet ad grat maagemet software, your orgaizatio ca: Facilitate strategies for plaed-givig solicitatio to maximize fudraisig success. Track ad maage all edowmet actios effectively, recordig each disbursemet, fee, cotributio, ad adjustmet i detail. Streamlie detailed distributio ad operatioal processes. Automate commuicatio with doors ad sposors. Track ad maage the geeral ledger accouts associated with each fud. Maitai separate accouts for the priciple ad iterest portios of the fud. Desig grat-proposal review workflow. Maage grat proposals from iitial submissio through fudig.

13 Sage Fudraisig Milleium Milleium Milleium is the award-wiig Web-based fudraisig software for large orgaizatios that demad advaced fudraisig ad reportig customizatio. With advaced remote access, PDA ad executive tools, ad urivaled flexibility, Milleium remais the best solutio to help schools, foudatios, ad other fudraisig orgaizatios trasform volumes of iformatio ito solid relatioships ad icreased doatios. "Milleium serves as our istitutioal memory. The software does the sciece, ad lets the developmet team hadle the art of fudraisig." Boie Lightcap Director of Advacemet Services Hood College Milleium, the Web-based fudraisig applicatio b Sage Software, authorizes users to avigate ad maage a wide rage of door ad prospect maagemet iformatio as easily as visitig a Web site. The result of 30 years, experiece workig with diverse ad sophisticated developmet operatios, Milleium orgaizes your vast iformatio ito umerous Worlds, each providig easy access ad maagemet through a browser iterface. Milleium Worlds catalog your itegrated data ito easy-to-maage areas. Worlds focus areas iclude Profiles, Evets, Executive Iformatio System (EIS), Reportig, ad Tools. Milleium: Fudraisig ad Developmet Program Features Web-Based Campaigs ad Commuicatios 3 Recurrig Gift Maagemet 3 Door Profilig 3 Door ad Costituet Relatioship Maagemet (CRM) 3 Voluteer Profilig ad Program Maagemet 3 Membership Trackig ad Maagemet 3 Special Evet ad Semiar Maagemet 3 Olie Fudraisig Itegratio 3 Charts, Graphs ad Effective Report Developmet 3 Grat Maagemet 3 Security ad Access Cotrols 3 Data miig ad Aalysis 3 Plaed Givig Istrumets ad Edowmet Maagemet 3 Tributes ad Memorial Ackowledgemets 3 Grat Makig 3 Moves Maagemet 3 PDA Executive Tools 3 Olie Commuities 3

14 Sage Fudraisig Milleium Profiles World The Profiles World allows you to access, view, ad maitai highly detailed iformatio about each idividual, foudatio, or other orgaizatio i your database, as well as their givig ad participatio histories. I additio, it features the urivaled prospectig techology dyamic relatioship trees of Milleium to eable developmet directors to fid ad leverage the coectios betwee costituets. Biographical Profiles Membership Names ad addresses Hyperlik to ad Web addresses Educatio Employmet history Relatioships to other costituets Dyamic relatioship trees for trackig Complex relatioships Evet attedace history Milleium features a itegrated membership system with the ability to track aual ad life memberships with multiple membership classificatios. Easily record ad maage beefits ad subscriptios. Flexible Campaig ad Prospect Maagemet Corporate ad Foudatio Profiles Fiacial: Track et worth, sales, profits, cotributios for corporatios or for foudatios, grats, ad expeditures. Structure: Track paret compaies, subsidiaries, employee couts, ad corporate relatioships. Gift Processig Summarized ad detailed givig history Automatic postig ad trackig of matchig pledges, potetials, joit, soft credit, ad memorial or hoor trasactios. Flexible pledge billig Graphical givig treds Complies with all FASB, IRS, ad CASE reportig stadards Icrease your productivity through powerful, flexible campaig trackig features. Prospect demographics provide research status, ratigs, fiacials, givig iterests, maagemet relatioships, ad demographic ratigs. Also features cotact maagemet, proposals ad deferred givig, ad campaig screeig sessios. Milleium itegrates basic database iformatio with liked research files, cotact reports, press clippigs, ad other pertiet iformatio to create multi-dimesioal prospect profiles.

15 Sage Fudraisig Milleium Milleium Executive IDEA Licese This customizable remote access licese provides the wealth of access ad mobility tools that active developmet officers eed. IDEA itegrates thirdparty tools ito the Milleium iterface, providig executives with reliable, customizable, easy-to-use data access. Wireless Access: Take your fudraisig database wherever you go access data with ay PDA with wireless Palm OS or PocketPC access. Evets World A comprehesive plaig tool from iitial ivitatio dow to complex seatig chart maagemets, Milleium s Evets World lets you pla ad maage multiple special evets sposored by your istitutio with the details of each overall activity, activities withi the evet, ad each costituet s participatio. EIS World (Executive Iformatio System) Desiged to give sophisticated advacemet professioals the real tools they eed to make complex decisios, Milleium provides graphical overviews of campaigs ad other aspects of the fudraisig ad stewardship effort, helpig busy executives aalyze ad preset the big picture with versatile drill-dow capabilities. Reportig World The poit-ad-click reportig iterface of Milleium simplifies query-buildig, elimiatig the eed to kow techical field ames. The system icludes more tha 250 ready-to-use reports ad uses Crystal Decisios for more complex reports coverig all areas of your fudraisig program. Easy Ask: No Crystal expert required! Now you ca ask questios i plai Eglish. You do t have to be a database expert to query the system for timecritical iformatio. Aalytical Reports: Get a better picture of demographics ad campaigs as you aalyze data from differet perspectives. Data Mappig: Make more iformed evet plaig ad other decisios with this powerful tool that lets you isolate demographic or givig statistics ad idetify prospects geographically. We completed the cut-over of Gift Processig two weeks ahead of schedule at the height of our busy seaso... Milleium eabled us to move to the ext level of fudraisig. David Silver, Director of Advacemet Services, Catholic Uiversity of America

16 Sage Fudraisig Milleium High-performace Techology ad Security Milleium gives you the flexibility to use the techology that you prefer Choose Microsoft SQL Server or Oracle as your database egie. Milleium data is compatible with may idustrystadard systems ad software tools. Desiged to support multiple processors ad servers, Milleium meets every performace eed. Milleium also provides the most laser-sharp security access cotrols available. Customize various levels of security by field or value withi a record, or eve by the value of the field i a related record. Olie Commuities ad Commuicatios Stay coected to your costituecy via the Iteret through a olie directory or portal. Milleium lets you choose the hostig techology you prefer to provide your costituets, featurig select data directly from Milleium. Alumi or members ca update their ow cotact iformatio, voluteers ca see ew schedules ad opportuities. You ca accept olie doatios, publish reports for select groups, ad build your commuity with your key ews ad messages! Sage Noprofit Solutios For more tha 20 years, oprofits have trusted Sage Software solutios to help their orgaizatios raise ad maage their fuds. Now more tha 40,000 oprofits use products from the Sage family. This global stregth fosters cotiual product ad program improvemets, allowig us to offer our oprofit customers urivaled choice, quality, ad more value for their software ad service dollar. To lear more about Sage Noprofit Solutios, or to review our complete lie of oprofit maagemet products, visit