|
DONOR & CONTACT MANAGEMENT
|
BASIC
|
PREMIER
|
| |
|
|
|
Information Stored
|
|
|
|
Names stored in each
contact record
|
2
|
√Unlimited√
|
|
Addresses stored in each
contact record
|
2
|
√Unlimited√
|
|
Alternate name forms
(e.g. Robert/Bob/Dr. Jones)
|
3
|
√Unlimited√
|
|
Customizable greetings
|
3
|
√Unlimited√
|
|
Phone numbers, e-mail
addresses, fax numbers and website addresses
|
Unlimited
|
√Unlimited√
|
|
Date, purpose and staff
person for each interaction
|
√
|
√
|
|
Description, lead source,
affiliation and solicitor in each contact record
|
√
|
√
|
| |
|
|
|
Other Features and Functions
|
|
|
|
Automatic reminders for
pending activities and scheduled appointments
|
√
|
√
|
|
Customizable fields in
each contact record
|
2
|
√100√
|
|
Best mailing address
to use based on time of year
|
|
√
|
|
Customizable contact
record screen
|
|
√
|
| |
|
|
|
FUNDRAISING MANAGEMENT
|
BASIC
|
PREMIER
|
| |
|
|
|
Information Stored
|
|
|
|
Gift amount or value,
date and type of gift
|
√
|
√
|
|
Payment method and check/credit
card numbers
|
√
|
√
|
|
Campaign and reason for
each gift entry
|
√
|
√
|
|
Memorial and honorarium
gifts
|
√
|
√
|
| |
|
|
|
Other Features and Functions
|
|
|
|
Events
Management
|
|
√
|
|
Membership
Management
|
|
√
|
|
Soft credits
|
|
√
|
|
Matching gifts
|
|
√
|
|
Customizable fields
|
|
√
|
|
Pledge payment schedules,
balances and reminders
|
√
|
√
|
|
Write off uncollectable pledges
|
|
√
|
|
Associate gifts with
specific individuals within a contact record
|
|
√
|
|
Split gifts over multiple
funds or programs with no data re-entry
|
|
√
|
|
Automated receipt numbers
|
√
|
√
|
| |
|
|
|
MAILINGS AND DATA EXPORTS
|
BASIC
|
PREMIER
|
| |
|
|
|
Gift acknowledgment letters
created while entering gifts or in batches
|
√
|
√
|
|
Pledge payment due and
membership renewal due letters
|
√
|
√
|
|
Notification letters
to family members for memorial gifts
|
√
|
√
|
|
Mail merges in Microsoft®
Word for easy letter development
|
√
|
√
|
|
Address envelopes and
mailing labels
|
√
|
√
|
|
Select best greeting
and address for a mailing occasion
|
√
|
√
|
|
Generate and send mass
e-mails
|
√
|
√
|
|
Save mailings as Favorites
for easy re-creation
|
|
√
|
|
Automatically update
records for recipients of mass mailings
|
|
√
|
|
Export reports and donor
lists to Microsoft® Excel or Word
|
√
|
√
|
|
Create custom data exports
based on desired fields
|
√
|
√
|
|
Export donor lists for
inclusion in newsletters
|
√
|
√
|
|
Export files/data in
PDF format
|
|
√
|
| |
|
|
|
COMPREHENSIVE REPORTING
|
BASIC
|
PREMIER
|
|
Easily create reports
using simple, menu-driven processes
|
√
|
√
|
|
Export pre-formatted
reports into Microsoft Excel
|
√
|
√
|
|
Comprehensive standard
reports (contact, gifts/pledges and statistical)
|
√
|
√
|
|
Create custom reports
|
|
√
|
|
Save reports as Favorites
for easy re-creation
|
|
√
|
|
Export reports in PDF
format
|
|
√
|
| |
|
|
|
MODULES & INTERFACES
|
BASIC
|
PREMIER
|
|
QuickBooks® accounting
interface
|
√
|
†
|
|
Peachtree® and MIP® accounting
interface
|
|
†
|
|
Volunteer Management
|
|
†
|
|
Grant Making & Grant
Seeking
|
|
†
|
|
Guest Management
|
|
†
|
|
Electronic Funds Transfer
|
|
†
|
|
AuctionPay Interface
|
|
†
|
|
Online
fundraising
|
|
†
|
| VerticalResponse
Email Marketing Interface |
|
√
|
| IATS
Credit Card Processing |
|
√
|
| |
|
|
|
ADDITIONAL FEATURES
|
BASIC
|
PREMIER
|
|
Data Importer to transfer
donor/gift data from your existing application
|
√
|
√
|
|
Built-in Back-up and
Restore
|
√
|
√
|
| |
|
|
| |
|
|
|
√ = standard
† = add-on module or interface
|
|
|
