FundRaiser Professional: The Ultimate Tool for Fundraising Professionals
FundRaiser Professional is our flagship program, able to handle a complete range of donor and donation management tasks. It has been designed with maximum breadth and depth of functionality combined with an intuitive user-friendly interface.
Professional seamlessly integrates high-level database management, advanced word processing and email, and configurable reporting tools in a single, rock-solid application.
Everything is built right into the program, including the special fundraising tools available as optional modules in FundRaiser Select.
The Power of a Professional
FundRaiser Professional takes you to the next level of performance with a full suite of advanced features:
- Campaign Management: Streamline and improve your campaign development and execution. Track participation, donations, tickets, RSVP's, attendance, sponsorships. Analyze and compare your campaigns to build on past success. Whether your special events are the occasional appeal letter or complex campaigns with multiple events, this feature is the solution. Learn More
- Unlimited Spare Fields: Create an unlimited number of custom fields to match your unique tracking needs. These fields can also be included in searches and reports.
- Relationships: Show how one record is related to another, whether through a family, personal, or business relationship. This is helpful for networking, especially when trying to see who may have a relationship with an important contact.
- Split Gifts: Record donations given for more than one purpose.
- Soft Credits: Record individuals who deserve recognition for playing key roles in obtaining major contributions.
- Additional Gift Codes: Use up to seven gift codes to further define donations for detailed segmentation.
- Advanced Reporting Capabilities: Use the powerful Matrix report to cross-reference your data.
- Other Enhancements: Take advantage of many other enhancements located through-out the program, which combine to greatly extend its functionality. Examples include: user-definable exclusions, randomized exports, and the ability to combine groupings.
- Modules: Built in modules can be activated or de-activated at any time to expand capabilities in areas such as: Memberships, Pledges, Online Donation and more.
Click on the items below to see more
Contact & Donor ManagementEasily 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 unlimited multiple addresses
- Add unlimited user-definable fields that you configure as you desire
- 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
Gift ManagementMonitor 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
- Process Online and Recurring Donations automatically with the Donor Portal
- Apply up to 5 codes per gift: mode, motivation, solicitor, purpose, and fund
- Track phonathon pledges/promises
- Automatically generate thank-you letters (receipts) for every gift from templates that you design or modify
- Instantly see totals for each event or campaign
- Conduct extensive reporting on donation demographics
Donor Portal for Online DonationsThe Donor Portal is an add-on option for creating a secure online donation page on your website, providing a seamless interface for your donors.
- Perfectly matches the look & feel of your existing website
- Custom fields can be controlled from within FundRaiser, itself
- Gifts are processed by your payment processor and then automatically entered in FundRaiser
- Donors can give a one-time gift, or schedule and manage a recurring donation or pledge
- Donors can create a profile to manage their recurring donations, update contact information, and print receipts
- Useful API option gives you complete control of your page, then passes information to the secure payment page
Built-in ModulesAll of the modules that are optional for FundRaiser Select are built right in to FundRaiser Professional. They can be turned on or off at any time. The modules include:
- Pledges Management: These are for donors who make multi-payment pledges, like $600 over 12 months, with $50 payments made each month (or far more complex payment schedules, if desired). You choose which pledgers should receive reminder letters or overdue notices. Learn More
- Tributes Management: This is for organizations who have in-memory-of or in-honor-of gifts. With it, you record not only who gave, but in whose memory or honor it was given, and who the donor should be acknowledged to (often the surviving spouse). Learn More
- Volunteer Management: Perfect both for volunteer-driven nonprofits and for those with less sophisticated efforts. Track volunteer status and work history. Schedule individuals, groups, or teams based on their skills and availability. Print welcome and work evaluation letters, and generate a variety of reports for efficient management. Learn More
- Membership Management: This is for membership-based organizations, especially for those whose expiration dates are scattered throughout the year. It makes it easy to send out renewal letters a month or so before their expiration date. Learn More
- Premiums Management: This module is ideal for public radio and TV stations who give premiums in return for donations. It prints shipping labels, keeps track of out-of-stock items, and includes several helpful reports. Learn More
- Phonathon: Perfect for radio stations or organizations that have phonathons or sharathons. Set goals for the day, hour or a specified period and track the gifts that are pledged toward these goals. Displays the totals in a format that is easily read by the on-air talent. Learn More
- Product Sales: This is for those who have a catalog of products to sell. It produces invoices and helpful reports. It is also easy to combine a product sale with an extra gift - just ask if the purchaser would like to round the amount of the order up to an even number (like $50) - the difference is a tax deductible donation. Learn More
- QuickBooks® Integration: This module enables FundRaiser to "talk" to QuickBooks so that when you enter a donation or pledge in FundRaiser, it is automatically entered into QuickBooks for you. Please note QuickBooks Integration is only available for locally-installed versions, not for Online or Hosted versions. Learn More
- Wintix Integration Turn your ticket buyers into donors! This module is for theater groups who sell tickets to their performances. It is an integration package, rather than the actual ticket-sales program itself. It integrates with Wintix and Tixsales from Center Stage Software. Learn More
Word Processing & EmailBuilt-in email and word processing systems make it easy to manage and record all donor correspondence from within FundRaiser Select.
- Print and email letters in the same operation
- Incorporate merged data into both printed letters and emails
- Use powerful "IF/THEN" statements for ultimate control over the text in your letters (ex: IF donor meets a certain criteria, THEN publish this text)
- 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
RemindersThe 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
Custom PageEasily design your own Custom Pages to accommodate a variety of daily tasks.
- Create your Custom Page with Drag & Drop ease
- Each user can create an unlimited number of Custom Pages
- Perfect for custom data-entry forms
- Design a detailed and customized Donor Profile
ReportsGenerate a full range of analytical reports to understand all the donor management activities you perform with FundRaiser. Reports can also be printed to Microsoft® Excel, PDF, HTML, RTF (Rich Text Format) and other popular formats.
- Multiple donation and donor reports
- Matrix Report for detailed comparisons
- Analysis reports
- Tickle reports
- User-defined reports
- Correspondence reports
- Solicitation and appeals reports
GroupingsSegment donors using Groupings for targeted mailings. Also 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, refresh, delete, or archive Groupings
Duplicate Checking, Custom Page & ImportDuplicate Checking
- Automatically checks for duplicate records as you add new donors. Checks by donor and spouse name, as well as by address. Utility is especially useful for merging duplicates after importing.
- 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. Each user can create their own pages for ultimate customization and efficiency.
- Export data from FundRaiser Select to most other programs including common database and spreadsheet applications; or to send to mailing houses for processing.
Merge, Import & BackupEasily merge information into Professional in the following scenarios:
- 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 your current database, as well as data you receive from others. When importing gifts, bring in up to three donations per donor using the built-in import tools. We also have data conversion specialists who handle complex and 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
- Automatic backups are included with Online and Hosted options
- Schedule backup for a pre-set time every day
- Specify location for storage of the backup
- Restore to any FundRaiser installation
Here for you Today... and Tomorrow
As powerful as FundRaiser Professional is today, we are committed to its growth. We actively seek feedback and suggestions from our customers, allowing us to continue to meet your needs as the fundraising profession evolves. And when we add new features, you get them for free with your Annual Maintenance Plan! You can feel assured that FundRaiser Professional is right for you today...and tomorrow.