Donation Tracker Product Highlights

Designed specifically for United Way offices, Donation Tracker is the most cost effective Campaign Management Software/CRM tool available. With our CRM features, including our integration with Constant Contact and our Accounting Interface designed for QuickBooks®, Donation Tracker has all the tools you will need to successfully manage your campaigns, year after year.

General

  • Customer Relationship Management (CRM) Features

  • Activity (Call Reports, Journals, Tasks, Correspondence) recording

  • Loyal contributor tracking

  • Measurement reports

  • Integration with Constant Contact®

  • User defined Campaign Map used to segment your donor base

  • Three levels deep

  • Assign contacts at each level

  • Assign goals at each level

  • Ability to differentiate between agency types

  • Ability to limit system users to specific program functions

  • Unlimited number of campaign years

  • Flexible search options

  • Comprehensive audit trail of transactions

  • Accounting Interface designed for use with QuickBooks®

Reminders/Bills & Payments

  • Full amount or periodic billing by campaign

  • Flexible search options to help identify proper accounts when posting payments

  • Ability to re-print reminders on demand

  • Ability to record payments included with campaign envelopes or as received

  • Single payment liability for payroll deduction

Campaign Envelope/Pledge Entry

  • Ability to record pledges, payments, and designations in one simple process

  • Internal system checks to help ensure accuracy

  • Tracks gifts raised from special events

  • Multiple billing frequency options with donor specific start date

  • On-screen balancing of campaign envelopes with donor cards

  • Campaign envelopes tracked by batch numbers and/or envelope numbers

  • Ability to add/update accounts during pledge entry

  • Designed to help eliminate duplication of accounts during pledge entry

  • Accommodates “Employee Fund” pledges where specific donor information is unknown

  • Ability to add designated agencies during pledge entry

  • Accommodates multiple designations per pledge

  • Accommodates multiple pledge types

  • User defined payment types

  • Easy and auditable adjustments

Accounts

  • Track individual/employee donors

    • User defined individual grouping capabilities for printing letters, mailing labels, and reports

    • Multiple address, phone types, and emails per account

    • Advanced searching capabilities

    • Ability to:

      • Mass assign account information

      • Combine duplicate accounts

      • Link individuals to an employer

      • Flag individuals as anonymous donors

      • Link non-employees to the Campaign Map/Divisions

      • View/adjust individual pledge information by campaign

      • Combine giving between two individuals (i.e.. spouse, partner)

Track Firm Donors

  • Multiple address, phone types, and emails per account

  • Tracking of solicitied, thanked, and complete for the current campaign

  • Accommodates parent/subsidiary firm relationships

  • Tracks number of employees by campaign

  • Tracks firm campaign start and end dates

  • Advanced searching capabilities

  • Abliity to:

    • Mass assign account information

    • Combine duplicate accounts

    • View/adjust firm pledge information by campaign

    • Assign Account Executives by campaign

    • Assign Employee Campaign Coordinators by campaign

    • Assign Industry Type and National Corporate Codes

Reports, Letters, Labels & Envelopes

  • Numerous reports (including Churn, Database II, Designations), letter templates, mailling labels, and envelope templates are including in Donation Tracker

  • Custom report writing included wtih Annual Support

Optional Software Modules

  • Accounting Interface designed for QuickBooks®

  • Data Import Routine

  • Automatic Credit Card Processing

  • Multiple Database Option