Pro-7 offers a comprehensive range of management, control and analysis tools for Fundraising. The comprehensive donations functionality incorporates virtually any type of donation including regular giving, pledges, legacies, deeds of covenant, street and store, house to house collections, gift aid, retail CAF vouchers and much more.

The appeals management provides a complete monitoring of all appeals and associated donations, these are all processed within the system, the detailed segmentations made up from the underlying information for subsequent marketing analysis and manipulation giving a true holistic view of all activity.

Financial management supports all of the above donation types allowing also for Direct Debit, ADDACS, Payroll and credit card processing.

The relationship management enables records to be linked by virtually unlimited criteria, ensuring invaluable marketing potential and tracking of donation contributions. The configurable relationships accommodate all supporter information, parishes, counties, towns, regions, and branches etc, etc.

Fast track donation cash entry provides a fast method of processing high volume donations into the database. This process manages batches of donations and posts them to the appropriate nominal code; a batch can be a single payment but is more likely to be a pre-defined number of payments.

At entry the user can allocate the donation to a fund and the appropriate appeal for that fund, validation ensuring that only allowable options and combinations are possible. There is the option to label the donation as Gift Aid. At the end of the process the user has the option to dispatch a thank you letter, offering a choice of letters that can be sent to the individuals concerned for their donation.

Cash Entry

The Cash Entry screen allows users to enter batches of donations of any type (including mixed batches) into Pro-7. The user defines the key batch details (including batch type, period/year and expected items), then the batch header details (supporter details to whom the donation is allocated to, including soft credit), then the cash line details (including fund, appeal and campaign allocation).

Acknowledgement letters for donations are processed through Cash Batch Mailing to create a mailing in ProMailing. Acknowledgement letters are originally created in ProMailing, then linked to appeal codes in ProFundraising. When donations are processed in Cash Entry, users can flag if the supporter wishes to receive an acknowledgement letter or not. Mailing preferences are also captured in ProRecord and this is automatically linked to ProMailing.

If the donation is a gift in kind, then the gift and its value can be recorded. If the donation is a gift of time, then the date and time of the time gift can be recorded.

Gift Aid Declarations and Deeds of Covenant

It is possible to record a gift aid declaration against a supporter in Pro-7; and to maintain existing deeds of covenant also. The date the declaration was signed can be recorded, as well as the declaration type (written or verbal), and a cancellation date if appropriate. A written declaration can be scanned in and linked to the declaration record itself.

When cash is entered into the system via Cash Entry (see above), Pro-7 will take full account of any active gift aid declarations.

A Gift Aid Reclaim Report can be run and produced for the government. The user can filter by date to produce the report.

Key data can also be recorded against a covenant, including date of signature, entry and witness dates, deed type and deed status.

Regular Giving

Supporters who wish to commit to a regular gift can be recorded in the Regular Giving set up screen. Regular gifts can be by Direct Debit, Credit Card, Standing Order, or Payroll Giving. For Payroll Giving, the employer can be recorded, as well as any agency details. Any matching Employer arrangements or Government contributions can be automatically brought through into the regular gift record.

When a regular gift comes in via Cash Entry or Direct Debit/Credit Card Processing, any receipts from that gift can also be viewed.

Legacy Management

Pro-7 includes a fully integrated legacy management system. Key data about a legacy can be entered, including values of the legacy, legacy type, fund, appeal and campaign allocation. Executors and solicitors can be recorded, as well as any charity bedfellows.

When a legacy payment comes in, this is entered via Cash Entry (see above); and any receipts from that legacy donation can be viewed in the Legacy Management screen.

Via the sophisticated Legacy enquiry screen, it is possible to retrieve legacies already recorded in Pro-7.

Counter Collecting Boxes

Counter Collecting Boxes are recorded here, including the frequency the CCB is opened and money sent in, status of the CCB and start month and start year of the CCB. When money comes in via CCB, this is entered via Cash Entry (see above).

Via the Enquiry screen, CCB's can be listed as due for payment in a certain month and year. The list can be exported to Excel or used for bulk mailing.

Home Collecting Boxes

Home Collecting Boxes are recorded here, including the frequency the HCB is opened and money sent in, status of the HCB and start month and start year of the HCB. When money comes in via HCB, this is entered via Cash Entry (see above).

Via the Enquiry screen, CCBs can be listed as due for payment in a certain month and year. The list can be exported to Excel or used for bulk mailing.

House to House

Via the House to House functionality, it is possible to manage both the house to house collection area (defined by street and postcode), and the supporters allocated to the collection areas (including dates planned and Local Authority permissions granted).

The functionality is fully integrated with QAS PAF data.

Via the Enquiry screen, collections can be listed as due for payment in a certain month and year, or by area. The list can be exported to Excel or used for bulk mailing.

Materials

It is possible via ProFundraising to manage the logging and dispatching material orders. Materials can be added into the system, linked together to form material packs, then linked to a function of the organisation.

The Material Orders screen is used to log against a fundraiser or supporter the materials that they require for a particular fundraising activity. These required materials can then be picked up in Material Orders Dispatch and sent to the supporter.

Schools and Youth

This area is used for recording details of fundraising visits to schools. New contacts can be added, with callback dates and booking dates. Primary school games can be recorded also, including all participant details. If a school is to be targeted for telesales, then this can be recorded against the school. When money comes in via a school visit, this is entered via Cash Entry (see above).

Streets and Store

Via the Streets and Store functionality, it is possible to manage both the collection areas (defined by street and postcode), and the supporters allocated to the collection areas (including dates planned and Local Authority permissions granted).

The functionality is fully integrated with QAS PAF data.

Via the Enquiry screen, collections can be listed as due for payment in a certain month and year, or by area. The list can be exported to Excel or used for bulk mailing.

Appeals, Campaigns and Campaign Sets

Pro-7 is designed to enable fundraiser's to monitor and analyse the effectiveness of all fundraising activities. This is done through the hierarchical structure of appeal codes, campaigns and campaign sets, and is separate from the customer's financial structure. The appeal structure allows fundraiser's to examine and administrate fundraising on three levels and allows cross-functional campaign analysis.

At the lowest level every fundraising activity that requires to be measured requires an appeal code. There may be 100 appeal codes which will be part of a Campaign; and there may be a number of campaigns linked to a campaign set. The structure enables analysis of the effectiveness of the whole Campaign Set as well as each Campaign, and each ‘cell’ or Appeal level.

Each donation received is allocated to an appeal code, which is automatically linked to a Campaign and therefore a Campaign Set, through this structure. The appeal code has just one preset cost centre, and a range of specified income codes linked to it.

Reports and enquiry screens throughout Pro-7 use this structure as well as the financial structure. All donations, mailings, profiles and contact to and from supporters (including complaints) are also allocated to an appeal, to enable fundraiser's to see what activities have generated what responses.

Enquiries

There are a number of enquiry facilities available to users of certain functions (e.g. Streets and Store, Home Collecting Boxes). The sophisticated Donation Enquiry Screen enables users to create an enquiry on any element of a donation. The results of the enquiry can then be exported to Excel or the user can look at the cash batch (Cash Entry) in more detail.

Enquiries can be statistical searches, queries by cash line or by cash batch header. Enquiries can be created, saved, edited and run again & again.