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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:
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Prospect and Donor Tracking |
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• 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.
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Funds
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• 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.
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Income Distribution |
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• 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 |
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• 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.
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Gift Processing |
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• 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 |
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• 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 |
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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.
• 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.
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Customization |
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• 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.
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Integration with Dynamics SL |
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• 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.
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