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Donor Management Software
Features
Web Base Donor Tracking Software
Application Security ePhilanthrAppeal PhilanthrAppeal
(SSL) Secure Socket Layer, applies to the entire application. N/A
Multiple User Roles/Authentication
Secure Datacenter, UPS/Generator Backup, Firewall Protection, 24/7 System Monitoring N/A
Integrated Credit Card/ACH processing PCI certified Accelerated Payment Technologies
User Portal/Dashboard ePhilanthrAppeal PhilanthrAppeal
Recent Viewed Constituent List (easy return navigation)
Appeal/Event Results
Aggregates/Charts/Graphs
Task/Organization Reminders
Constituent Relation Management (CRM) ePhilanthrAppeal PhilanthrAppeal
Easily enter any type of constituent
Multiple addresses (Google map links web based version)
Link/Relate any constituent profiles
Establish contact relationships between any number of profiles. Use relationships to send personalized acknowledgments to several contacts within one company or household.
Track unlimited Affiliations/Notes/Children/Solicitations
Define/Assign unlimited segmentation codes
Link pdf documents to any constituent profile
And so much more...
Communication and Move Management ePhilanthrAppeal PhilanthrAppeal
Unlimited communication records
Define any number of move management phases
Once click output reminders to local Outlook Calendar
Easily output communication lists for team cultivation
Online/Offline Mail Merge
Donation Management ePhilanthrAppeal PhilanthrAppeal
Quick entry gift batching
Multiple pledge tracking with flexible payment scheduling
Matching gifts with matcher reporting
Easy to view giving details/history
Track memberships and send custom renewal letters
Easily enter gifts in-kind and soft credits
Integrated Credit Card/ACH processing PCI certified Accelerated Payment Technologies
Built-in Custom Query/Reporting Tool ePhilanthrAppeal PhilanthrAppeal
Donation Ackowledgements
Customize thank you letters for print/email
Automatically send personalized email letters N/A
Many customizable built-in reports included
Build your own customizable Ad Hoc queries and reports
Analyze your data to find trends for quick response
Export results to many formats (HTML,PDF,Excel,CSV,XML,Word) (Excel)
Add charts, graphs, special summaries, gagues) N/A
Optionaly have select reports emailed to key staff N/A
Merge query results to pdf envelopes N/A
Additional Features Included ePhilanthrAppeal PhilanthrAppeal
Event Management
Volunteer Management
Planned Gift Information Tracking
System Alerts (e.g. notice by email to key staff of med/large donation recieved) N/A
ePhilanthrAppeal Mobile (ePhilanthrAppeal from your iPhone or Smartphone) User portal (dashboard), search, constituent profiles, giving stats, notes, codes, and affiliations. N/A
Program Tracking (Included with Ultimate Plan) ePhilanthrAppeal PhilanthrAppeal
Program Management (A great way to track Board Meetings, Volunteer Meetings, Executive Committee Meetings, Club Attendance, Afterschool Programs, etc...) N/A
Participants N/A
Attendance N/A
Progress Notes N/A
Custom Program Reporting N/A
Optional Features (fees may apply) ePhilanthrAppeal PhilanthrAppeal
Online Donation
Donors select from any number of Appeals/Designations. Offer donors additional informatin selections. Include YouTube video to help tell your story. Easily send new donors and update existing donors to the ePhilanthrAppeal (CRM). Donors can register and have access to their giving history, credit card updating, profile updating, and communicate with the organization.
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e-Ask Online Board Donation Pages
Empower your Board members with their own online donation appeal (pages). Board members customize a section of their own donation page, including an optional YouTube video. They login to their own profile where they write a custom thank you letter, name their appeal, and set a goal. They can then retrieve a custom URL to include in communication such as email to Family, Friends, Colleagues, and Others. The profile also includes a list of their donors for each of their appeals. Donation pages show goal, number of gifts received, total raised, a chart of progress, and a scrolling list of donors to the donation page. This is a very effective way to engage your Board and get them more directly involved.
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Online Registration
Display multiple event descriptions (including images and links). Easily send new registrants directly to the ePhilanthrAppeal (CRM) event tracking
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Online Membership
Allow existing members to login and update demographics, view/print giving history, and renew directly from their profile. New members easily register online and are sent directly to the ePhilanthrAppeal (CRM).
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Volunteer Opportunities
Display Volunteer Opportunities from your Website. Easily send new volunteers and update existing volunteers to the ePhilanthrAppeal (CRM)
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Integration with Constant Contact
The leading provider of online email marketing and enewsletters. Easily add new cosntituents to existing email lists. Create new lists and view email campaign results directly from ePhilanthrAppeal. Create custom email, enewsletters, and surveys using your ePhilanthrAppeal/PhilanthrAppeal data. Special nonprofit pricing available. Video training available.
Integrated Shopping Cart
Works with any website, easy to use administration, and highly customizable
N/A
Integration with QuickBooks Designed for QuickBooks
Integration with CYMA Nonprofit Accounting System
We may also be able to integrate with your General Ledger
Integrated Credit Card/ACH processing PCI certified Accelerated Payment Technologies
Donor Management Software

"You have no idea how happy you all just made me!
This report has saved me from hours and hours of extra work.
This report is exactly what I need. Thank You!"
Shannon, Jewish Child and Family Services


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