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Core Donor Management Features and How They Are Utilized

FUNDRAISING CENTER

Based on the relationships you have built, the Fundraising Center is designed to help you easily track your donors’ and prospects’ giving history, as well as help you determine who to ask for money, when to ask, and for how much.

The Fundraising Center will automatically divide your database into buckets and help you track your Prospects, New Donors, and Engaged (Active) Donors, as well as help you identify your Lapsed Donors. All of these buckets work off of a rolling 12-24 month window.

Prospects – Everyone in your database that has not given in the past 24 months (2 years) or more.

 

New Donors – Anyone who has given within the last year (12 months) but did not give last year (months 13-24).

 

Engaged Donors – Anyone who has given at least once a year for the past 2 years (once+ in months 1-12, and once+ in months 13-24).

 

Lapsed Donors – Anyone who has not given in the past 12 months.

 

PLEDGES

pledge is a (non-binding) promise from a supporter to give you money, generally with a future date attached.

Pledges in Donor Management provides you with tools to manage the pledge process from start to finish. It is easy to create a Pledge and then to apply subsequent donation receipts to the pledge. The system allows you to monitor the status of a specific pledge or to view all pledge activity as a whole on printed reports.

Your organization can easily apply the donation to an outstanding pledge. Once the donation has been posted, a summary of the outstanding pledge amount is available either as part of the Donation Detail or on the Pledge Detail report.

To start a new pledge page, go to the Pledges page in the Donations tab and then click the plus mark icon at the top-right of the page. You will see that the pledges page is similar to the regular donation page but with fewer options.

LETTERS

Letter templates are great for mailings that you send out on a regular basis, like acknowledgments, pledge reminders, and renewal notices.

Letter Name — Name your letter for easy reference.

Description — Any additional details about your letter that will make it easy to find and describe.

Content — Write a personalized letter and use the custom field boxed to insert personalized information and create a mail merge so you can send to multiple people.

Save and Print — Decide who you want to send it to. Then, using the easy-to-use List Designer, you can select the group of people you want to send the letter to based on the criteria that you input.

 

Updated on January 20, 2020

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