Features Overview

For more information on the features of the donation module, you may wish to refer to a number of cheatsheet and videos or the sample data entry scenarios.

The Development/ Fundraising/ Donation module of Theatre Manager has long been a major portion of the system with a long list of extensive features such as:

• Prospect tracking, including all correspondence and meetings as part of the CRM
• Pledge Schedules & Sending of Payment Reminders (as letters or Emails).
• To-Do's and Contact Notes specific to each donation.
• Allowing multiple Soft Credits per donation.
• Matching Gifts & automatic setup of Matching Gift receivables.
• Modification of the Donation Receipt fields.
• Program Years versus Fiscal Year versus Calendar Year.
• Choice of allowing each donation receipt preference.
• Automatic maintaining of Financial Year for past, current, and future years.
• Maintaining Solicitors, and if they received a commission for getting the donation.
• Allowing Program Giving Levels to be calculated on donations, soft credits, and/or matching gifts or a combination of them all.
• Customized donation specific Marketing Fields.
• Defaults and customization of Program Names.
• Printing of tax receipts based on 7 different printing options.
• Maintains the next contact date for this patron so the patron can become an annual donor.
• Easy creation of Recurring Donations for a donors either in the box office or via online web sales.
• Easy setting of Relationships between the donors, ticket buyers, and volunteers.
• Easy maintenance of who your Matching Gift companies are.
• Specific donor contact marketing flags.
• At a glance overview of donors giving history for the past 8 years, averages, maximums and minimums.
• History tracking of each pledge letter, donation thank you, contact note, and donation tax receipt sent to this patron.
• Direct access to DonorSearch Analytics to immediately access the important and critical information on your existing and potential donors.
• Vast security access and options available that can be defined for each employee determining what they can and cannot do.

Plus the numerous donation detail, summary, giving trends, giving level, reports geared towards telemarketers, board members, development staff, and management.