FundRaiser Software for Large or Fast-Growing Nonprofits

Easily track your donors, prospects, and contacts in a single set of intuitive screens.

• Store and manage an unlimited number of records
• Keep information at your fingertips with extensive donor fields for contact information, contact preferences, codes, employer, birthdays, notes, etc.
• Record multiple addresses
• Search and sort quickly and easily
• Use advanced filtering to select desired records
• Create custom page of “most-viewed” information
• Alert other staff members to important details with pop-up “Sticky Notes”
• Control access to specific features with complete password protection

Monitor donations and track the effectiveness of your campaigns, events and solicitors.

• Store unlimited donations and notes
• Manage monetary and in-kind donations
• Enter and track Recurring Donations (and process them automatically with the Donor Portal)
• Track phonathon pledges/promises
• Automatically generate up to two thank-you letters (receipts) per gift from templates that you design or modify
• Instantly see totals for each event or campaign
• Conduct extensive reporting on donation demographics

Built-in email and word processing systems make it easy to manage and record all donor correspondence from within FundRaiser Professional.

• Print and email letters in the same operation
• Incorporate merged data into both printed letters and emails
• Eliminate bad email addresses with automatic bounceback processing
• Choose from a variety of customized letter templates
• Merge any field or common summarized information into your correspondence
• Preview the effects of your changes as you edit your templates
• Print all donor correspondence with one-touch batch printing

Segment donors using Groupings for targeted mailings. Useful for reports, and for viewing, editing or exporting select portions of your donor list.

• Simplify complex queries with form-based criteria – no knowledge of SQL language needed
• Define criteria based on virtually any data
• Use And/Or/Not combinations of criteria to include or exclude data
• Save, mark, update, delete, combine or archive Groupings

Generate a full range of analytical reports to understand all the donor management activities you perform with FundRaiser. Can also be exported to Microsoft® Excel, HTML, RTF (Rich Text Format) and other popular formats.

• Multiple donation and donor reports
• Analysis reports
• Tickle reports
• User-defined reports
• Correspondence reports
• Solicitation and appeals reports

The Tickles Tab is a multi-purpose reminder system for laying out important tasks and managing deadlines.

• Map out grant application tasks
• Assign tickles to individuals or to all staff members
• Attach tickles to donor records
• Manage tasks with the flexible tickle reports

Duplicate Checking

Automatically checks for duplicate entries by donor and spouse name, as well as by address. After-the-fact merging of duplicates is especially useful after importing.

Custom Page

Create multiple custom page layouts with drag-and-drop ease to individualize your workspace and streamline your workflow — especially effective when staff members are assigned different tasks.

Export

Export data from FundRaiser Professional to most other programs, including common database and spreadsheet applications; or to send to mailing houses for processing.

Merge

Merge updated data back into FundRaiser following mailing house or other processing.

• Integrate with 3rd party software for one-click standardization and verification (CASS Certification) of your addresses for maximum USPS discounts
• Special streamlined interface for USPS National Change Of Address (NCOA) processors

Import

Import your current database, as well as data you receive from others. (We also have data conversion specialists who handle complex or unusual data. Ask your salesperson for details.)

• Import donor demographics like names, addresses, phone numbers and notes from other programs, including Microsoft® Excel and Access
• Import donor information including giving history from QuickBooks®
• Import data with ease from other FundRaiser programs

Backup

Insure that your data is always safe with automatic backup.

• Schedule backup for a pre-set time every day
• Specify location for storage of the backup
• Restore to any FundRaiser installation