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Your Donor / Members
are the most valuable asset of your non-profit organization. With this idea in
mind, we have made the Donor / Member Module the heart of DMS.
With DMS you have the ability to maintain as much or as little information about
each donor / member as suits your organization. For most important fields,
(including comments, requests, and profiles to name just a few) you can have
multiple entries.
The locator gives you many ways to quickly look up a particular donor / member
ever if you don’t have all of their information. Cross-references are based on
combinations of last name, first name, and zip code.
Basic data about each donor / member along with important fundraising and
profile information are displayed in a concise, easy-to-view format. The main
screen displays extensive information including: name, address, phone numbers,
date entered, initial motivation, and the profile data that you think is most
important.
Detailed information screens can be accessed with a single keystroke. These
screens include: Profile Information, Custom Data, Financial History, Letters
Sent, Requests, Comments, Pledge Detail, and Alternate Mailing Addresses.
Profiles are user-defined and can reflect any interest, grouping, etc. that may
be helpful in segmenting your donors. Profiles can even be updated automatically
from receipting.
The Custom Data screen enables you to define you own fields and should include
those donor characteristics that are uniquely used by your organization.
Extensive financial history is maintained. You can get a quick summary of giving
history including first, last, and largest receipts; or you can display any past
receipt in its entirety. (If you sell products, all sales information is
similarly maintained.)
DMS keeps track of every “Thank you” letter sent to a donor so that you don’t
send the same correspondence twice.
You can keep track of donor requests (such as literature requests) with followup
reminders automatically produced.
Multiple comments can be entered for any donor.
Pledge information, both past and present, is easily accessed.
Alternate Mailing Addresses can be stored for date ranges on a one-time or
annual basis.
An “English” query language is included which enables you to effortlessly create
labels and ad hoc reports, as well as segment your donors by using any criteria.
Donor information can be used in a mail merge with many commonly used word
processing packages.
And much more! |
