FundRaiser Select is a unique donor management software package that consists of a powerful core program and several optional modules that enhance its functionality. This arrangement puts you in control by allowing you to start with only the features that you need today, rather than everything you might need in the future.
Contact & Donor Management
Easily track your donors, prospects, and contacts in a single set of intuitive screens.
- Store and manage an unlimited number of records
- Keep information at your fingertips with extensive donor fields for contact information, contact preferences, codes, employer, birthdays, notes, etc.
- Record multiple addresses
- Add up to three user-definable fields that you configure as you desire
- Search and sort quickly and easily
- Use advanced filtering to select desired records
- Create custom page of “most-viewed” information
- Alert other staff members to important details with pop-up “Sticky Notes”
- Control access to specific features with complete password protection
Monitor donations and track the effectiveness of your campaigns, events and solicitors.
- Store unlimited donations and notes
- Manage monetary and in-kind donations
- Enter and track Recurring Donations (and process them automatically with the Donor Portal)
- Apply up to 5 codes per gift: mode, motivation, solicitor, purpose, and fund
- Track phonathon pledges/promises
- Automatically generate up to two thank-you letters (receipts) per gift from templates that you design or modify
- Instantly see totals for each event or campaign
- Conduct extensive reporting on donation demographics
Segment donors using Groupings for targeted mailings. Also useful for reports, and for viewing, editing or exporting select portions of your donor list.
- Simplify complex queries with form-based criteria – no knowledge of SQL language needed
- Define criteria based on virtually any data
- Use And/Or/Not combinations of criteria to include or exclude data
- Save, mark, update, delete, or archive Groupings
The Tickles Tab is a multi-purpose reminder system for laying out important tasks and managing deadlines.
- Map out grant application tasks
- Assign tickles to individuals or to all staff members
- Attach tickles to donor records
- Manage tasks with the flexible tickle reports
Generate a full range of analytical reports to understand all the donor management activities you perform with FundRaiser. Can also be exported to Microsoft® Excel, HTML, RTF (Rich Text Format) and other popular formats.
- Multiple donation and donor reports
- Analysis reports
- Tickle reports
- User-defined reports
- Correspondence reports
- Solicitation and appeals reports
Word Processing & Email
Built-in email and word processing systems make it easy to manage and record all donor correspondence from within FundRaiser Select.
- Print and email letters in the same operation
- Incorporate merged data into both printed letters and emails
- Eliminate bad email addresses with automatic bounceback processing
- Choose from a variety of customized letter templates
- Merge any field or common summarized information into your correspondence
- Preview the effects of your changes as you edit your templates
- Print all donor correspondence with one-touch batch printing
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