About Isis

Finally, a complete fund raising module built specifically for Dynamics SL. Much more than just a storage place 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:

• Prospect & Donor Tracking

• Funds

• Income Distribution

• Contacts & Correspondence

• Gift Processing

• Honor/Memorial Tracking

• Data Analysis

• Customization

• Integration

• Access extensive biographical and demographic information for any individual or organization.

• View complete employment history and educational background.

• See all of the relationships and affiliations donors may have with Donors, Employees, and Vendors.

• Store miscellaneous information in an organized way using the Categories and Notes features.

• Track unlimited Donor Types, Addresses, Credit Cards, Ethnicity, Industries, Salary Ranges, Titles, and Phone Numbers.

• Track unlimited constituents.

• Track committee memberships.

• Track unlimited category data per donor based on your specific needs.

• Track an unlimited number of mailing lists.

• Track the donor’s education including: Colleges, Degrees, Schools, and School Types.

• Maintain the anonymity of donors.

• Track an unlimited number of funds, campaigns, appeals, etc.

• Maintain individual responsibility and report list requirements with the distributors functionality.

• Track unlimited Fund Types, Fund Purposes, and Investment Pools.

• Track unlimited Appeal Types.

• Control whether a fund’s ending balances are Rolled Forward, Reinvested or Rolled Forward with Restrictions.

• Restrict funds completely or temporarily restrict funds by a date range.

• Track the number of shares or market value for funds in a given investment pool.

• Track the formal names of your funds up to 255 characters in length.

Income Distribution

• Distribute income among funds by their market value or number of shares in an investment pool.

• Distribute income based on the Fund’s average balance over a user-defined range of fiscal periods.

Contacts, Correspondence and Forms

 • Create personalized acknowledgment or appeal letters.

• Print mailing labels, envelopes, pledge reminders, gift receipts, acknowledgments, membership cards and renewal notices.

• E-mail constituents directly from their records, or quickly e-mail groups of donors.

• E-mail gift and donor/constituent records, reports and more to staff members.

Gift Processing

• Record and retain detailed information for all types of gifts and pledges made to various funds or accounts.

• Split gifts among funds, and record soft credits when donors share recognition for a gift.

• Notes allow you to record miscellaneous information about each gift.

• Determine how revenue is recognized. You control the flow of data to the general ledger.

• Handles conditional pledges.

• Track any number of periods for pledges up to 365 per year (or one per day).

• Quickly enter gifts into customizable spreadsheet-style data entry forms.

• 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.

Honor/Memorial Tracking

• Non-Profit Fund Raising™ Module for Dynamics SL tracks all gifts made in honor or memory of an individual or individuals and facilitates the proper acknowledgment of the donor and honoree (or family members).

Data Analysis and Reports

• 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.

• 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.

• Publish reports and profiles directly to your Web site or intranet.

Customization

• Customize every screen to exactly match your needs.

• Use up to six user definable tables to track data as you see fit for funds, donors, etc.

• Make ad hoc reports, as you need them with Crystal Reports.

• Define your terminology throughout the product with the click of a button. For example, you can easily change the term fund or appeal to the exact terminology your firm uses.

Integration with Dynamics SL

• Non-Profit Fund Raising™ integrates with the Dynamics SL General Ledger as well as Cash Manager and Project Controller.

• 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.