• Fund Development
  
• Client and Member Management
  
• Programs
  
• Outcome Measurement
  
• Marketing
  

Fund Development

Donations, Pledges and Grants - Track donations received from individuals or organizations.  Report by year, dates, marketing source, solicitor, designated purpose, donor, amount, etc.   Track available grants and deadlines.  Monitor and follow up on grant requests.

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, etc.

Product Sales - Report product units and amount sold by participants or by group.

Client and Member Management

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 or partners.

Membership and Program Participation - Track membership status and membership fees along with maintaining a history of participation in other programs or events.

Notes/Communications - Store communications, case notes and referrals for individuals and organizations (phone calls, emails, letters, etc.)

Programs

Schedule Programs and Events – Set up 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. 

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.

Demographic Reports - Report duplicated and unduplicated count of participants by program, service area, program staff or by demographics (gender, ethnicity, income level, etc.) for United Way and other funders.

Registration Forms - Print completed registration forms for renewing participants or members.

Billing / Fees - Track fees and payments for programs.   Print billing statements and outstanding payment reports.

Outcome Measurement

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

Marketing Groups - Assign marketing groups for printing lists, mailing labels and sending emails.

Mailing Labels & Email- Print from 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.