Product Features

 

FUND DEVELOPMENT     Top of Page
Donations	Track donations received from individuals or organizations.  Report by year, dates, marketing source, solicitor, designated purpose, donor, amount, etc.
Pledges	Schedule pledges, print outstanding pledge reports and pledge reminder letters.  Include pledge summary on thank you letters.
Acknowledgments	Print standardized thank you letters or use mail merge for a more customized letter.
Fund Raising Events	Create invitation lists and track status for fundraising events.  Assign and print table assignments, table hosts, team lists, auction items, etc.
Grants	Track available grants and deadlines.  Monitor and follow up on grant requests.
Product Sales	Report products sold by participants.
CLIENT AND MEMBER MANAGEMENT     Top of Page
Individuals and Demographics	Track families, youth and adults who participate in programs, memberships or as volunteers or staff including board & committee members and alumni.   Assign demographics such as ethnicity, income level, grade/age, area, special needs, etc.
Organizations	Track businesses, foundations, schools and agencies that participate in programs or that support you as donors.
Membership and Program Participation	Membership software tracks membership status and membership fees along with maintaining a history of participation in other programs or events.
Notes/Communications	Enter communications or case notes for individuals and organizations (phone calls, emails, letters, etc.) Track referrals to other agencies.
PROGRAMS     Top of Page
Schedule Programs and Events	Track all programs and memberships offered by your agency – such as educational classes, after-school activities, support groups, clubs, fundraising events, service programs, counseling, child care, etc.   Print schedules, calendars, attendance sheets, capacity reports, etc.  Print Participant Count reports for duplicated and unduplicated by program.
Participation	Track individual and organization participants.  Assign units and monitor capacity.  Track attendance and service hours. Print rosters & sign-in sheets.  Choose from multiple filters and optional print fields. Report duplicated and unduplicated count of participants by program, service area, program staff or by demographics (gender, ethnicity, income level, etc.)
Registration Forms	Print completed registration forms for renewing participants or members.
Billing / Fees	Track fees and payments for programs.   Print billing statements and reports.
Online Registration	Have participants register and pay online for programs.  The MemberTrack Bridge merges the data into your MemberTrack database, saving hours of entry & payment processing time.  (Online processing provided by infosnap, inc. or by a vendor of your choice)
OUTCOME MEASUREMENT     Top of Page
Outcomes & Indicators	Set outcomes & indicators for each program.
Test/Survey Results	Track results of pre/post tests, surveys, etc. by participant or by program group.  Print reports and charts of results by area, site, program staff & funding source.  Compare results within demographic groups (gender, ethnicity, income, etc.)
Success Stories	Record and print success stories by participant or by program.
MARKETING     Top of Page
Marketing Groups		Assign marketing groups for printing lists, mailing labels and sending emails.
Mailing Labels & Email		Several pre-programmed mailing labels—for program participants, donors, staff, volunteers, board members, etc.  May print labels, send group emails and save to Excel format for mail merge.