FundVision

Created with non-profit organizations’ distinctive needs in mind, FundVision is an easy-to-use program designed to respond to the challenging fundraising environment and its requirements. Suited for single or multi-user environments, FundVision" integrates seamlessly with the Microsoft Dynamics GP General Ledger.

FundVision" offers donor information management to effectively cultivate prospect while giving you the ability to easily stay in-touch with your current connections. You can streamline the mailing processes; launch and track different campaigns, manage contacts, funds, events, inquiries, and more. FundVision" also allows you track gifts in many different formats including cash, in-kind, in honor, in memory and pledges. It handles donor information both online or offline, so you can manage online donations from a web site or multiple locations without re-entering donor information.

Features

Designed with non-profit organizations’ unique needs in mind, FundVision™? is a comprehensive program designed to respond to the challenging fundraising environment and its requirements with:

Gift Management

The Gift management feature allows you to track gifts in many different formats including cash, in-kind, in honor, in memory and pledges. Each gift transaction can be created for a single fund or multiple funds in the same batch. When entering payments received from donors, each gift can be associated with a fund, a campaign, a solicitation and a solicitor. This helps analyze the progress of campaigns and solicitations. You may also print acknowledgement letters and receipts relating to all gifts for the full amount or for a partial amount of a donation.

Contact Management

You can track extensive information on every contact in your database resulting in effective contact management for you and your organization. Finding contacts in the FundVision™? database is simple with the Quick Lookup feature. Simply enter the contact’s name, telephone number or postal code and your contact’s information is displayed instantaneously. Contacts can also be assigned an Alias name, which can be used as a quick lookup as well.

Inquiries

Inquiries are a very important part of fundraising. They provide all the necessary information to determine how donations, funds or campaigns are progressing. Inquiries may be performed on funds, campaigns, contacts, gifts and user-defined fields. FundVision provides several inquiry windows, which include: Funds Mailings, Campaigns, Gifts Received and Pledged, Individual Donations, Solicitations and Solicitors and Organization Donations.

Reports

All your correspondence needs can be met with the help of Report Writer or your favorite word processor. Labels, mail merge letters, reminders and envelopes can be produced with programs you already know. You can now create unlimited customized reports by using the powerful Report Writer including: Fund and Campaign Activity, Gift Receipts, Contact Giving, Solicitor Performance, Contact Lists, Statistical Reports, GL Distribution and many more.

Queries

You can extract any information from a contact’s personal information, from the donation information or from user-defined fields. Saved queries can be used in other areas of the application such as in solicitations and reports.

Mail FundVision™? tracks all the correspondence you send to contacts. Your mailings can be created using a generic solicitation or a special mailing list. These lists can then be used for mail merges with your favorite word processor.