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Donation Campaigns

• Internal vs. External names
• Edits and Controls of each Campaign
• Statistics

Donation Giving Levels

• Giving Level Matrix Setup

Donation Management

• Introduction to the Donor Marketing Tab
• Entering new donations from the patron window
• Program year versus Fiscal year versus Calendar year
• Matching Gifts & Automatic setup of Matching Gift receivables
• 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.
• Customize the donation specific Marketing Fields
• Defaults and customization of Program Names
• Maintaining the next contact date for this patron so the patron can become an annual donor
• Easy maintenance of who your Matching Gift Companies are
• At a glance overview of donor giving history for the past 8 years, averages, maximums, and minimums

Word Processing

• Introduction to the new word processing module
• Designating the file used for the letter data
• Creating a form letter

Form Letter Merging

• Assign a Donation Thank You letter to a Specific Donation
• Print out the Donation Thank You Letter

Advanced Donation Management

• Printing Donation Receipts (Canadian Clients)
• Developing Pledge Payment Schedules
• Assigning Pledge Payment Reminder Letters
• Sending of Payment Reminders
• To-Do’s and Contact Notes
• Allowing multiple Soft Credits per donation
• Easy setting of Relationships between donors
• History tracking of each pledge letter, donation thank you, contact note, and donation tax receipt sent to this patron
• Various security options available that can be defined for each employee to define what they can and cannot do
• Review of the numerous donation detail, summary, giving trends, giving level, reports geared towards telemarketers, board members, development staff, and management.

Finalize Donation Setup

• Final setup of General Ledger if current, future, or past accounts need to be defined
• Final setup of System Tables