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Finally a complete fund raising module built specifically for
Dynamics SL. Much more than just a data store for donor information, the Non-Profit Fund Raising™
Module for Dynamics SL is a
complete fund-raising system that helps you communicate with your
constituents and make better decisions through segmentation,
analysis, and powerful reporting capabilities.
Here are some highlights of
Non-Profit Fund Raising™ Module for Dynamics SL:
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View a series of screens
displaying key data for campaigns, appeals, funds and more
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Know in an instant the
performance of your important activities with this powerful
management tool
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Unlimited funds, campaigns,
appeals that you define
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Gain insight into critical
data, work smarter and communicate more effectively
Prospect and Donor Tracking
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Access extensive biographical
and demographic information for any individual or organization.
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View complete employment
history and educational background.
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See all of the relationships
and affiliations donors may have with Donors, Employees, and
Vendors.
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Store miscellaneous
information in an organized way using the Categories and Notes
features.
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Track unlimited Donor Types,
Addresses, Credit Cards, Ethnicity, Industries, Salary Ranges,
Titles, and Phone Numbers.
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Track unlimited constituents.
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Track unlimited committees for
each individual.
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Track unlimited category data
per donor based on any of your needs.
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Track the donor’s membership
in unlimited mailing lists.
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Track the donor’s education
including: Colleges, Degrees, Schools, and School Types.
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Maintain the anonymity of
donors.
Gift Processing
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Record and retain detailed
information for all types of gifts and pledges made to various
funds or accounts.
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Split gifts among funds, and
record soft credits when donors share recognition for a gift.
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Notes allow you to record
miscellaneous information about each gift.
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Determine how revenue is
recognized. You control the flow of data to the general ledger.
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Handles conditional pledges.
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Track any number of periods
for pledges up to 365 per year (or one per day).
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Quickly enter gifts into
customizable spreadsheet-style data entry forms.
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Design and manage major
campaigns, annual appeals or special events. Or accomplish all
three at the same time. From prospect development and tracking
the success and cost of any kind of appeal to reporting the
results, Non-Profit Fund Raising Module for Dynamics SL provides
the tools you need.
Contacts, Correspondence and
Forms
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Create personalized
acknowledgment or appeal letters.
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Print mailing labels,
envelopes, pledge reminders, gift receipts, acknowledgments,
membership cards and renewal notices.
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E-mail constituents directly
from their records, and quickly e-mail groups of constituents.
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E-mail gift and constituent
records, reports and more to staff members.
Data Analysis and Reports
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More than 100 standard reports
give you timely and meaningful information to support your
decision-making. In addition, the combination Microsoft SQL
Server and the versatile report writer, Crystal Reports, allows
you to produce reports containing the data from any field within
the Non-Profit Fund Raising Module for Dynamics SL. Your reports
can be as sophisticated or as simple as you wish.
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Prepare for the Board of
Trustees meeting by producing campaign progress reports,
comparative reports, performance analyses for both appeals and
solicitors, and up-to-the-minute cash reports and pledge
reports.
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Publish reports and profiles
directly to your Web site or intranet.
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Honor/Memorial Tracking
Other Features to Make You More
Effective
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Export data in many formats
for use in other computer systems to send your data to the
company producing your alumni directory, to your mailing house
or to exchange information with a research firm.
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Find immediate answers to your
questions with our extensive online help. Help is instantly
available from anywhere in the system.
Customization
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Customize any and every screen
to exactly match your needs.
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Use up to six user definable
tables to track data as you see fit for funds, donors, etc.
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Make ad hoc reports, as you
need them with Crystal Reports.
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Define your terminology
throughout the product with the click of a button.
Integration with Dynamics SL
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Non-Profit Fund Raising
integrates with the Dynamics SL General Ledger and consequently
Cash Manager and Project Controller.
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Control the integration points
with the General Ledger. You can choose to book pledges or not.
You can even control to what extent pledge journal entries are
booked to the General Ledger at any point in time.
Funds
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Track an unlimited number of
funds, campaigns, appeals, etc.
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Track who should receive which
reports for their funds with the distributors.
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Track unlimited Fund Types,
Fund Purposes, and Investment Pools.
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Track unlimited Appeal Types.
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Control whether a fund’s
ending balances are Rolled Forward, Reinvested or Rolled Forward
with Restrictions.
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Funds can be completely
restricted or temporarily restricted by a date range.
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Track the number of shares or
market value for funds in a given investment pool.
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Track the formal names of your
funds up to 255 characters in length.
Income Distribution
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