Fundraising & Appeals

Fundraising

In an ever more challenging world the development and processing of donations in all of the different guises that they can be obtained is difficult and complex. Data segmentation and fulfilment are also key in these areas and Pro offers highly comprehensive and sophisticated tools to help manage all of these aspects of operation. Features include:

  • Appeals
    • Permit Printing and recording
    • Expense Recording and reporting
    • Door to Door Collection recording
    • Street Collection recording
    • Collection Box recording
    • Deposit Recording
    • Deposit Validation
    • CAF & CAF type voucher entry
    • Collector entry
    • Ability to link collectors to a predetermined area (with security model to prevent other areas from amending the data)
    • Letter Production (‘thank you for agreeing to collect’, ‘thank you for collecting’)
    • Materials and collateral ordering
    • Door to door collection reporting
    • Street Collection reporting
    • CAF & CAF type voucher collection reporting
  • Fundraising
    • Direct Marketing
    • Major Donors
    • Gift Aid Claims and Declaration Recording
    • Legacy Maintenance
    • Regular Giving Maintenance
    • Donations Maintenance
    • Bids Management
    • Trusts Management
    • Projects Management
    • Schools and Youth Reporting
    • Payroll Giving
    • Celebrities/High value supporters