PhilanthrAppeal (Installed)

Features

PhilanthrAppeal is a very comprehensive donor management solution. We provide nonprofit organizations an alternative to attempting to manage their donor information using multiple applications and/or file formats.
Application Security
Multiple User Roles
Multiple Authentication
PCI Compliant Credit Card Processing
Comprehensive CRM
Easily enter new constituents
Multiple addresses
Link/Relate constituent records
Track affiliations
Define/Assign unlimited codes for easy segmentation
Create unlimited notes for each record
Track alumni information
Flag records as private
View detailed giving history
View solicitation history
Track children
Contact and Move Management
Create unlimited communication records
Track by user defined subjects
Track by user defined move phases
Track by user defined contact types
Track by action date or next action date
Donation Management
View donor giving details
Track single or multi payment pledges
Setup flexible pledge payment schedules
Customize pledge reminders
Monthly Recurring Gift Programs, Credit Card and/or ACH, Simple one click processing
Track multi level memberships
Customize membership renewals
Easy entry for In-Kind gifts
Track soft credits
Gift batching, add and/or edit CRM records during a batch
Acknowledgements
Merge thank you letters to email by Microsoft Word
Merge thank you letters to print
Merge multiple letters in one print batch
Mail Merge
Custom letters using Microsoft Word
Merge letters to queried constituents
Merge for email and/or print
Track merged solicitations
Custom Reporting
Financial and Trend reports included
Over 170 reports in several categories
Create crosstab data results reports
Custom Querying
Virtually unlimited querying on any field
Simple step-by-step process
Save and reuse generated query
Output queries to Excel
Event Management
Track unlimited special events
Itemize costs to attend
Many special event reports included
Manage live and silent auction items
Generate auction item bid sheets and programs
Define workshops and presenters
Batch registration
Volunteer Management
Track unlimited volunteers
Define volunteer coding
Track day/hour availability
Assign tasks and link to events/appeals
Use availablity utiltiy to quickly locate volunteers
Query on volunteer data
System Also Includes
Planned giving information
Built-in development plan tracking
Import Constituent Data
And much more...
Email your intersts to: sales@fundtracksoftware.com
Latest News
Donor Software can help your organization in many ways. Read just ten of the ways here...Read More

FundTrack Software acknowledged for participation as a charter member of the AFP Fundraising Effectiveness Project...Read More
What You Think

Eskaton Foundation


"Having used PhilanthrAppeal for 14 years, I have first-hand knowledge of its value to a fundraising department. If you want a tool that helps to manage your fundraising activities, donors, and prospective donors you should consider this first rate software."

Kim Rhinehelder, CFRE
President
Eskaton Foundation
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Client List
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